BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          AB 764
          Assemblymember Nava
          As Amended June 22, 2009
          Hearing Date: July 14, 2009
          Business and Professions Code; Civil Code
          BCP:jd

               
                                        SUBJECT
                                           
                                 Real Estate Brokers

                                      DESCRIPTION  

          This bill would prohibit any person who performs loan  
          modification services to claim, charge, receive, or collect a  
          fee paid for by the borrower for loan modification agreements  
          until the terms of the loan have been modified.  The violation  
          of those restrictions would be a public offense and subject the  
          violator to a fine, imprisonment, or both.  This bill would  
          additionally:
           Subject attorneys to discipline if they collect a fee in  
            violation of the above prohibition;
           Require a notice to be provided, prior to entering into a loan  
            modification agreement, that informs individuals that it is  
            not necessary to pay a third party to arrange a loan  
            modification; and
           Revise provisions in existing law regarding advance fee  
            agreements for licensees of the Department of Real Estate.

          (This analysis reflects author's amendments to be offered in  
          committee.)

                                      BACKGROUND  

          On March 24, 2009, this committee held an informational hearing  
          that focused on the serious problem of foreclosure related scams  
          facing delinquent homeowners.  Many of those scams involve a  
          promise to renegotiate a delinquent borrower's loan in exchange  
          for a significant up-front fee.  In arresting three members of a  
          foreclosure fraud ring in Southern California last November, the  
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          Attorney General's office reported:

            The arrests came after an investigation into First Gov, also  
            operating as Foreclosure Prevention Services, uncovered that  
            the company was soliciting hundreds of homeowners with mail  
            flyers offering to help them stop the foreclosure process on  
            their homes.  The scammers falsely told homeowners that they  
            would renegotiate their mortgages, reduce monthly payments,  
            and transfer any delinquent loan amounts to the renegotiated  
            principle [sic]. The company demanded an up-front fee,  
            ranging from $1,500 to $5,000, to participate in the  
            loan-modification program.  The company also told the  
            victims to stop any mortgage payments or communications with  
            their lender, claiming they would interfere with the  
            company's effort to negotiate the loan modification. 

            When victims complained that they were still receiving  
            delinquency or foreclosure notices from their lenders,  
            fraud-ring members told the victims that the mortgage loans  
            had been renegotiated, but the lenders needed a "good faith"  
            payment to secure the new accounts.  Homeowners made  
            payments to accounts under business names such as  
            "Reinstatement Department" or "Resolution Department" that  
            made it appear as if the payment had been applied toward the  
            loan.  Bank records indicate that more than $700,000 was  
            stolen from homeowners who fell victim to this scheme.

          The Attorney General reported the arrest of two women earlier  
          this year who ran a similar foreclosure scam ring.  The Attorney  
          General noted:

            The two women operated a company called Foreclosure Freedom,  
            which sent hundreds of fliers to Californians promising help  
            in stopping the foreclosure of their homes.  The fliers  
            read: "FINAL NOTICE - Respond only to this notice  
            immediately."  This is similar to [the] First Gov scam,  
            which the Attorney General stopped late last year. 

            When homeowners called the number on the flyer, they were  
            told their mortgages could be renegotiated to a lower  
            monthly payment. Victims, however, were required to pay  
            thousands of dollars in up-front fees and were instructed  
            not to contact their lenders.  Victims were assured the  
            company had "private lenders and specialists exclusive to  
            their company who are very experienced in the options and  
            methods used to renegotiate home loans," yet neither of the  
                                                                      



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            women who operated the company had real estate licenses,  
            legal training, or any experience in the home mortgage  
            market.  Investigators found no evidence of any successful  
            loan modifications and most of the victims were either  
            forced into bankruptcy or lost their homes to foreclosure.  

          In addition to the above instances, nearly all the witnesses  
          (both consumer advocates and law enforcement) in this  
          committee's hearing earlier this year expressed the need for a  
          prohibition on advance fees.  Accordingly, this bill would  
          generally prohibit any person from collecting an advance fee for  
          a loan modification until the terms of the loan have been  
          modified, and make other changes to provisions in existing law  
          regarding the collection of advance fees.

          This bill was approved by the Senate Committee on Banking,  
          Finance and Insurance on July 9, 2009.

                                CHANGES TO EXISTING LAW
           
          1.    Existing law  prohibits real estate licensees from charging  
            a borrower an advance fee in connection with a residential  
            real estate loan, before the borrower becomes obligated on the  
            loan. (Bus. & Prof. Code Sec. 10085.5.)

             Existing law  allows licensed real estate brokers to charge  
            borrowers an advance fee for helping negotiate a loan  
            modification on a borrower's behalf, as long as the broker's  
            fee agreement has been reviewed by the Department of Real  
            Estate (DRE), and DRE has no objections to it.  (Bus. & Prof.  
            Code Sec. 10085.)

             Existing law  regulates the activities of foreclosure  
            consultants, which are defined as one who makes any  
            solicitation, representation, or offer to any owner of a  
            property on which a notice of default has been recorded, to  
            perform any of the following services for compensation:
                 stop or postpone a foreclosure sale, or save the owner's  
               residence from foreclosure;
                 obtain any forbearance from any beneficiary or  
               mortgagee;
                 help the owner exercise his or her right of  
               reinstatement, or extend the period within which the owner  
               may reinstate his or her mortgage obligation;
                 obtain any waiver of an acceleration clause in any  
               mortgage, as specified;
                                                                      



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                 help the owner obtain a loan or advance of funds; 
                 avoid or ameliorate the impairment of the owner's  
               credit, resulting from the recordation of a notice of  
               default or the conduct of a foreclosure sale; or
                 help the owner obtain remaining proceeds from a  
               foreclosure sale of the owner's residence. (Civ. Code Sec.  
               2945 et seq.)

             Existing law  exempts certain individuals and businesses from  
            the foreclosure consultant law, including: persons licensed to  
            practice law; a licensed real estate broker, as specified; a  
            licensed accountant; a licensed finance lender, as specified;  
            a licensed depository institution; a licensed escrow agent or  
            other licensed person authorized to conduct a title or escrow  
            business; and licensed residential mortgage lenders or  
            servicers.  (Civ. Code Sec. 2945.1(b).)

             Existing law  makes it a violation of law for a foreclosure  
            consultant to do any of the following, and subjects violators  
            to a fine of not more than $10,000, imprisonment in the county  
            jail or in state prison for up to one year, or by both a fine  
            and imprisonment:
                 claim, demand, charge, collect, or receive any  
               compensation until after the foreclosure consultant has  
               fully performed each and every service he or she contracted  
               to perform or represented that he or she would perform;
                 claim, demand, charge, collect, or receive any fee,  
               interest, or any other compensation for any reason which  
               exceeds 10 percent per annum of the amount of any loan the  
               foreclosure consultant may make to the property owner;
                 take any wage assignment, any lien of any type on real  
               or personal property, or other security to secure the  
               payment of compensation;
                 receive any consideration from any third party in  
               connection with services rendered to an owner, unless that  
               consideration is fully disclosed to the owner;
                 acquire any interest in a residence in foreclosure from  
               an owner with whom the foreclosure consultant has  
               contracted, as specified;
                 take any power of attorney from any owner for any  
               purpose (effective July 1, 2009); or
                 induce or attempt to induce any owner to enter into a  
               contract that is not in compliance with the foreclosure  
               consultant law.
           
            This bill  would provide that it is unlawful for a licensed  
                                                                      



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            real estate broker to claim, demand, charge, receive, or  
            collect a fee paid for by the borrower for a loan modification  
            agreement until the terms of that loan have been modified.

             This bill  would define "loan modification agreement" as a  
            contract for the performance of services for a borrower in  
            connection with the modification of the terms of a loan  
            secured directly or collaterally by a lien on residential real  
            property containing four or fewer dwelling units.

             This bill  would provide that a licensed real estate broker who  
            performs a loan modification service for a fee paid for by the  
            borrower shall provide the following statement, in not less  
            than 14-point bold type, prior to entering into a loan  
            modification agreement with the borrower:

               It is not necessary to pay a third party to arrange for a  
               loan modification from your mortgage lender or servicer.   
               You may call your lender directly to ask for a change in  
               your loan terms.  Nonprofit housing counseling agencies  
               also offer these and other forms of borrower assistance  
               free of charge.  A list of nonprofit housing counseling  
               agencies approved by the United States Department of  
               Housing and Urban Development (HUD) is available from  
               your local HUD office or by visiting www.hud.gov.

             This bill  would also require the licensed real estate broker  
            to provide their license number, and provide that if the loan  
            modification agreement is offered or negotiated in one of the  
            foreign languages set forth in Section 1632 of the Civil Code,  
            a translated copy of the above statement and the license  
            number must be provided to the borrower in that language.

             This bill  would provide that the above provisions do not  
            prohibit the acceptance or receipt of a fee by specified  
            financial institutions, and that the provisions would not  
            apply to charges made by title insurers and controlled escrow  
            companies.
             This bill  would require a licensed real estate broker who  
            performs loan modification services to notify the Department  
            of Real Estate in writing on a specified form within 30 days  
            from first performing a loan modification agreement.  The  
            broker must also notify the department, in writing, within 30  
            days from the last performance of a loan modification  
            agreement by that broker.  This provision is not subject to  
            the January 1, 2013 sunset.
                                                                      



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             This bill  would provide that a violation of the above  
            restrictions is punishable by a fine not exceeding $20,000, by  
            imprisonment not to exceed 12 months, or both, or if by a  
            corporation, the violation is punishable by a fine not  
            exceeding $60,000.

             This bill  would limit the above provisions to mortgages or  
            deeds of trust secured by residential real property containing  
            four or fewer dwelling units, and, except as specified, sunset  
            the above provisions on January 1, 2013.

             This bill  would also revise the exemptions from the  
            prohibition on real estate licensees charging an advance fee  
            in connection with a residential real estate loan, before the  
            borrower becomes obligated on the loan, and increase the  
            penalty for violation of that prohibition.

          2.    This bill  would, until January 1, 2013, provide that,  
            notwithstanding any other provision of law, it shall be  
            unlawful for any person who performs loan modification  
            services, as specified, to claim, demand, charge, receive, or  
            collect a fee paid for by the borrower for loan modification  
            agreements until the terms of that loan have been modified.

             This bill  would define "loan modification agreement," and  
            require a person who performs a loan modification service to  
            provide the above statutory form notice prior to entering into  
            a loan modification agreement with the borrowers, and require  
            a translated copy of the agreement to be provided if the  
            agreement is negotiated in one of the languages set forth in  
            Section 1632.

             This bill  would provide that a violation of the above  
            provisions by a person is punishable by a fine not exceeding  
            $20,000, 12 months imprisonment, or both, or if by a  
            corporation, punishable by a fine not to exceed $60,000.

             This bill  would state that nothing shall preclude a person or  
            their agent from collecting principal, interest, or other  
            charges under the terms of a loan, as specified, or accepting  
            payment from a federal agency, as specified.  This bill would  
            also apply the above provisions to mortgages or deeds of trust  
            containing four or fewer dwelling units.

             This bill  would further provide that it shall constitute cause  
                                                                      



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            for the imposition of discipline of an attorney to engage in  
            any conduct prohibited by the above provisions.
          3.    Existing law  allows licensed real estate brokers to charge  
            borrowers an advance fee for helping negotiate a loan  
            modification on a borrower's behalf, as long as the broker's  
            fee agreement has been reviewed by the Department of Real  
            Estate (DRE), and DRE has no objections to it.  (Bus. & Prof.  
            Code Sec. 10085.)

             Existing law  provides that any person using, disseminating, or  
            publishing any matter which the commissioner has ordered not  
            to be used, published, or disseminated shall be guilty of a  
            misdemeanors and punishable by a fine not exceeding $1,000,  
            imprisonment not exceeding six months, or both.

             This bill  would, instead, provide that the above actions are  
            punishable by a fine not exceeding $2,500, or imprisonment in  
            the county jail not to exceed 12 months, or both.

             This bill  would, instead, state that the commissioner shall  
            require that any or all materials used in obtaining advanced  
            fee agreements, as specified, be submitted within at least 10  
            calendar days before they are used.

             This bill  would prohibit advertisements used in obtaining  
            advance fee agreements from employing words, letters,  
            initials, symbols, or other devices that are so similar to  
            those used by a governmental agency, nonprofit or charitable  
            institution, or senior organization that they could have the  
            capacity or tendency to mislead the public.  This bill would  
            also provide examples of misleading materials.

          4.    Existing law  provides that certain persons are exempt from  
            regulation under certain provisions of the Real Estate Law  
            dealing with real estate loans. (Bus. & Prof. Sec. 10133.1.)

             This bill  would further exempt from those provisions specified  
            nonprofit organizations that have been approved by the United  
            States Department of Housing and Urban Development to provide  
            counseling services, when those services are provided at no  
            cost and in connection with residential mortgage loan  
            modifications.

                                        COMMENT
           
          1.    Stated need for the bill  
                                                                      



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          According to the author:

            First and foremost, all homeowners in fear of facing  
            foreclosure or already in the process can receive help for  
            free either through their lender or through an approved  
            Housing and Urban Development (HUD) counseling agency.   
            Homeowners do not need to pay a dime for a loan modification.   
            Unfortunately, many loan modification companies are charging  
            homeowners $1000 to $4000 for little to no work.  In most  
            cases, companies ask for the money upfront and lure homeowners  
            in with false promises and guarantees.  Currently, the DRE is  
            investigating over 750 complaints of fraudulent loan  
            modification companies.

            Licensed real estate brokers are collecting an advance fee  
            without even knowing if a loan can actually be modified.  AB  
            764 will eliminate this issue and require a licensed real  
            estate broker to actually look at the complexities of the loan  
            and then determine whether or not it can be modified and then  
            modify the loan before a payment is received.

          2.   This bill would prohibit advance fees for loan modifications  

          As noted above, this committee heard testimony during the March  
          24, 2009 informational hearing on the wide breadth and scope of  
          foreclosure scams that are taking advantage of desperate  
          homeowners.  Many of the consumer advocates, and representatives  
          from law enforcement, expressed their strong belief that advance  
          fees should be completely banned as it is almost impossible to  
          tell a legitimate service from one that will take a borrower's  
          money and not perform the promised services.  Regarding the  
          advance fees that are currently being charged to struggling  
          homeowners, the California Reinvestment Coalition, in support,  
          states:

            Many of the homeowners who have been taken advantage of by  
            for-profit scammers find their way to nonprofit housing  
            counselors, but at that point, the damage is done; the  
            servicer has not been contacted and the client - who is by  
            definition already in a severe financial crisis - is out  
            thousands of dollars for the fee.  The average fee that we  
            are seeing borrowers charged is $3,000; we have seen fees as  
            high as a shocking $9,500.  All or most of these fees are  
            charged up front, before any services have been rendered.

                                                                      



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          This bill would respond to the issue of foreclosure scammers  
          charging those excessive advance fees, and inform anyone who  
          would contract for loan modification services that they need not  
          pay for that service.  

            a)   Proposed limitations seek to address foreclosure rescue  
            scams

             This bill would prohibit any person from claiming, charging,  
            or collecting a fee paid for by the borrower for a loan  
            modification agreement, as defined, until the terms of the  
            loan have been modified.  That prohibition seeks to address  
            many of the scams and concerns raised in this committee's  
            March 24, 2009 informational hearing.  For example, if a  
            desperate homeowner is approached by an unscrupulous  
            individual who offers to help modify their loan for $3,000,  
            this bill would prohibit those individuals from collecting a  
            fee until the terms of the loan have actually been modified.   
            Since the reported foreclosure scams operate by taking advance  
            fees but offering no actual service to the borrower, the above  
            prohibition on advance fees would appear to prohibit the  
            specific scams reported to this committee.  

            It should be noted that unlike SB 94 (Calderon, Corbett,  
            Steinberg), which prohibits payment of a fee until the  
            individual has fully performed each and every service that the  
            individual contracted to perform or represented that he or she  
            would perform, this bill would prohibit fees until the terms  
            of a loan have actually been modified.  As the bill does not  
            define the parameters for a loan modification, that  
            requirement would arguably be met by any modification of a  
            loan, including those which actually raise a borrower's  
            monthly mortgage payment.  Given that a borrower must arguably  
            agree to a proposed loan modification, the practical effect of  
            this bill would be to prohibit the payment of a fee until the  
            borrower has approved of the modification negotiated by the  
            third party.

            In addition to prohibiting advance fees, this bill would  
            require those who do charge a fee to inform the customer that  
            it is not necessary to pay a third party to arrange for a loan  
            modification, and that nonprofit housing counseling agencies  
            offer assistance free of charge.  Essentially, if a borrower  
            is approached in the above situation, that borrower must also  
            be informed of the broker's license number (if the individual  
            is a licensed real estate broker), that they need not pay any  
                                                                      



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            money for a loan modification and that nonprofit housing  
            counseling agencies offer assistance free of charge.  That  
            notice must be on a separate statement, in not less than  
            14-point bold type, must be provided prior to entering into  
            any fee agreement, and a translated copy of that statement  
            must be provided if the services are offered or negotiated in  
            one of the foreign languages set forth in Civil Code Section  
            1632 (Spanish, Korean, Vietnamese, Tagalog, and Chinese).   
            From a public policy standpoint, the addition of those  
            translation requirements provides a key consumer protection  
            for desperate homeowners with limited, or no, English  
            proficiency. 

            This bill would also require a licensed real estate broker who  
            performs loan modification services to notify the Department  
            of Real Estate within 30 days from the first performance of a  
            loan modification agreement, and within 30 days from the last  
            performance of a loan modification agreement by that broker.

            b)   Attorney-specific provisions  

            Staff notes that the committee heard extensive testimony at  
            the March 24, 2009 informational hearing regarding the  
                                       involvement of attorneys in loan modification scams.  The  
            State Bar of California, in support of this bill, further  
            notes:

               In the last year, the crisis in the mortgage industry has  
               resulted in fraudulent practices involving services  
               offered to homeowners by unscrupulous individuals who  
               promise help in avoiding foreclosure or modifying the  
               terms of a loan, but who instead charge exorbitant fees  
               upfront and provide little or no work on their behalf.   
               Unfortunately many of those cases involve attorneys.   
               According to the State Bar's Office of the Chief Trial  
               Counsel (OCTC), it has been receiving between 850 and 900  
               calls per month on its attorney discipline complaint line  
               related to promised loan modification services during  
               this foreclosure crisis, and to advance fees being made  
               but then no work being done.

            To ensure that the State Bar has authority to discipline  
            attorneys in violation of this bill's prohibition, this bill  
            would specifically state that it shall be a cause for the  
            imposition of discipline of an attorney engaged in any conduct  
            prohibited under proposed Civil Code Section 2944.6 (the  
                                                                      



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            proposed prohibition on any person collecting an advance fee  
            for a loan modification until the terms of the loan have been  
            modified).  

            It should be noted that the committee received a letter from  
            an individual expressing concern that the provisions of this  
            bill would prevent attorneys from obtaining retainers or  
            advance fees for loan modification legal services.

          3.   Additional restrictions on advance fee agreements  

          Existing law generally permits the Commissioner of the  
          Department of Real Estate (Commissioner) to require that  
          materials used in obtaining advance fee agreements be submitted  
          at least 10 calendar days before they are used.  If the  
          Commissioner determines that any of those materials would tend  
          to mislead, the Commissioner may order that it shall not be  
          used, disseminated, nor published.  Violation of that  
          prohibition is a misdemeanor punishable by a fine not to exceed  
          $1,000, imprisonment for up to six months, or both.

          This bill would, instead, provide that the Commissioner shall  
          require the submission of materials used in obtaining advance  
          fee agreements.  This bill would also prohibit the use of words,  
          or other devices, in advertisements that are similar to those  
          used by a government agency, nonprofit or charitable  
          institution, or senior organization that could have the capacity  
          or tendency to mislead the public.  The author, in support,  
          states:

            A main resource for these "loan modification consultants" is  
            through advertising which all too often is misleading.  A  
            lot of the time the advertising looks like it is government  
            approved through the use of logos or wording which lures  
            homeowners into believing the company is government  
            sponsored.  The Federal Trade Commission (FTC) recently  
            surveyed online and print advertising for mortgage  
            foreclosure companies running suspicious ads.

          Staff also notes that the above provisions would codify portions  
          of Regulation 2970 that currently require the submission of  
          advertising materials when they proposed to collect an advance  
          fee, and that the materials would not be approved if they  
          include any representation that is false, misleading, or  
          deceptive.

                                                                      



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          This bill would also increase the penalty for violations to a  
          fine not to exceed $2,500, imprisonment not to exceed 12 months,  
          or both.  
          4.   Duplicate penalties for licensed real estate brokers  

          The bill would impose restrictions specific to real estate  
          brokers in Business and Professions Code Section 10085.6, and  
          similarly restrict the activities of "any person" under Civil  
          Code Section 2944.6.  As both sections would apply to brokers,  
          if a broker violates the advance fee prohibition, the broker  
          would technically violate both sections. That broker could be  
          subject to fines under both 10085.6(d) and 2944.6(d) pursuant to  
          language in Section 2944.6(d) that states the "penalties are  
          cumulative to any other remedies or penalties provided by law."

          To clarify that a penalty may be imposed under only one of those  
          sections when a real estate broker violates the bill's  
          prohibitions, the author offers the following clarifying  
          amendment: 

           Clarifying amendment  

               1) On page 9, line 6, insert:

          These penalties shall not be cumulative, or in addition to, the  
          penalties provided by subdivision (e) of Section 2944.6 of the  
          Civil Code.

               2) On page 13, line 10, strike out "These" and insert:

          Except as provided in subdivision (e) of Section 10085.6 of the  
          Business and Professions Code, these

          5.   Author's amendments to be offered in Committee  

          The following amendments were accepted in the Senate Banking,  
          Finance and Insurance Committee on July 9, 2009, but are to be  
          taken in this committee due to procedural timing requirements.   
          The amendments clarify the bill's attorney provisions, limit  
          application to residential property with one to four units,  
          create consistent penalties, and make other clarifying changes.

            6106.4. (a) It shall constitute cause for the imposition of  
            discipline of an attorney  .to claim, demand, charge,  
            receive, or collect a fee from any person to provide  
            services to obtain a legally enforceable modification of the  
                                                                      



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            terms of that person's loan secured directly or collaterally  
            by a lien on single family residential real property  
            containing four or fewer dwelling units until those services  
            have been provided.    within the meaning of this chapter for  
            an attorney to engage in any conduct prohibited under  
            Section 2944.6 of the Civil Code.  
             . . .




            SEC. 4.    Section 10085.6 is added to the Business and  
            Professions Code, to read:  
               10085.6.  (a) It shall be unlawful for a licensed real  
            estate broker to claim, demand, charge, receive, or collect  
            a fee  paid for by the borrower  for loan modification  
            agreements until the terms of that loan have been modified.
               (b) For purposes of this section, "loan modification  
            agreement" means a contract for the performance of services  
            for a borrower in connection with the modification of the  
            terms of a loan secured directly or collaterally by a lien  
            on residential real property  containing four or fewer  
            dwelling units  .
               (c) (1) A licensed real estate broker who performs a loan  
            modification service as described in subdivision (b) for a  
            fee  paid for by the borrower  shall provide the following  
            prior to entering into a loan modification agreement with  
            the borrower:
               (A) As a separate statement, in not less than 14-point  
            bold type:

               "It is not necessary to pay a third party to arrange for  
            a loan modification from your mortgage lender or servicer.  
            You may call your lender directly to ask for a change in  
            your loan terms. Nonprofit housing counseling agencies also  
            offer these and other forms of borrower assistance free of  
            charge. A list of nonprofit housing counseling agencies  
            approved by the United States Department of Housing and  
            Urban Development (HUD) is available from your local HUD  
            office or by visiting www.hud.gov."

               (B) The licensed real estate broker's license number.
               (2) If a loan modification agreement is offered or  
            negotiated in one of the foreign languages set forth in  
            Section 1632 of the Civil Code, a translated copy of the  
            statement in subparagraph (A) and the information required  
                                                                      



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            under subparagraph (B) shall be provided to the borrower in  
            that foreign language.
               (d) A licensed real estate broker who performs loan  
            modification services as described in subdivision (b) shall  
            notify the department in writing in a form prescribed by the  
            commissioner within 30 days from the first performance of a  
            loan modification agreement and shall notify the department  
            in writing within 30 days from the last performance of a  
            loan modification agreement by that licensed real estate  
            broker.
               (e) This section does not prohibit the acceptance or  
            receipt of a fee by a bank, savings association, credit  
            union, industrial loan company, person acting within the  
            scope of a license issued to that person pursuant to  
            Division 9 (commencing with Section 22000) of the Financial  
            Code, or person acting within the scope of a license issued  
            to that person pursuant to Division 20 (commencing with  
            Section 50000) of the Financial Code, in connection with the  
            modification of the terms of a loan secured directly or  
            collaterally by a lien on  single-family residential  real  
            property. This section does not apply
            to charges made by title insurers and controlled escrow  
            companies pursuant to Chapter 1 (commencing with Section  
            12340) of Part 6 of Division 2 of the Insurance Code.
               (f) A violation of this section is a public offense  
            punishable by a fine not exceeding twenty thousand dollars  
            ($20,000), by imprisonment in the county jail for a term not  
            to exceed 12 months, or by both that fine and imprisonment,  
            or if by a corporation, the violation is punishable by a  
            fine not exceeding sixty thousand dollars ($60,000).
               (g) This section shall apply only to mortgages and deeds  
            of trust secured by residential real property containing  
            four or fewer dwelling units.
               (h) This section shall remain in effect only until  
            January 1, 2013, and as of that date is repealed, unless a  
            later enacted statute, that is enacted before January 1,  
            2013, deletes or extends that date. 
               
            SEC. 5.    Section 10085.6 is added to the  
            Business and Professions Code   , to read:  
               10085.6.  (a) A licensed real estate broker who performs  
            loan modification services as described in subdivision (b)  
            shall notify the department in writing in a form prescribed  
            by the commissioner within 30 days from the first  
            performance of a loan modification agreement and shall  
            notify the department in writing within 30 days from the  
                                                                      



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            last performance of a loan modification agreement by that  
            licensed real estate broker.
               (b) For purposes of this section, "loan modification  
            agreement" means a contract for the performance of services  
            for a borrower in connection with the modification of the  
            terms of a loan secured directly or collaterally by a lien  
            on residential real property  containing four or fewer  
            dwelling units  .
               (c) This section shall become operative on January 1,  
            2013. 

            2944.6.  (a)  Notwithstanding any other provision of law   
             Except as provided in Sections 6106.4 and 10085.6 of the  
            Business and Professions Code  , it shall be unlawful for any   
             person who performs loan modification services as described  
            in   subdivision (b) to claim, demand, charge, receive, or  
            collect a fee  paid for by the borrower    for loan modification  
            agreements until the terms of that loan have   been modified.  
              (b) For purposes of this section, "loan modification  
            agreement" means a contract  entered into with a borrower  for  
            the performance of services for the borrower in connection  
            with the modification of the terms of a loan secured  
            directly or collaterally by a lien on  single-family   
            residential real property  containing four or fewer dwelling  
            units.  
               (c) (1) A person who performs a loan modification service  
            as described in subdivision (b) for a fee  paid for by the  
            borrower  shall provide the following prior to entering into  
            a loan modification agreement with the borrower:

            "It is not necessary to pay a third party to arrange for a  
            loan modification from your mortgage lender or servicer. You  
            may call your lender directly to ask for a change in your  
            loan terms. Nonprofit housing counseling agencies also offer  
            these and other forms of borrower assistance free of charge.  
            A list of nonprofit housing counseling agencies approved by  
            the United States Department of Housing and Urban  
            Development (HUD) is available from your local HUD office or  
            by visiting www.hud.gov."

            (2) If a loan modification agreement is offered or  
            negotiated in one of the foreign languages set forth in  
            Section 1632 of the Civil Code, a translated copy of the  
            statement in paragraph (1) shall be provided to the borrower  
            in that foreign language.

                                                                      



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            (d) A violation of this section by a natural person is a  
            public offense punishable by a fine not exceeding  twenty   ten  
             thousand dollars  ($20,000  )  ($10,000),  by imprisonment in the  
            county jail for a term not to exceed 12 months, or by both  
            that fine and imprisonment, or if by a corporation, the  
            violation is punishable by a fine not exceeding  sixty   fifty   
            thousand dollars  ($60,000)   ($50,000  ). These penalties are  
            cumulative to any other remedies or penalties provided by  
            law.
            ?



           Support  :  California Labor Federation; California Association of  
          Community Organizations for Reform Now (California ACORN); City  
          of Los Angeles; California Reinvestment Coalition; State Bar of  
          California; Consumers Union

           Opposition  :  One individual

                                        HISTORY
           
           Source  : Author

           Related Pending Legislation  :  SB 94 (Calderon, Corbett,  
          Steinberg), would, until January 1, 2013, prohibit persons from  
          charging advance fees to borrowers in connection with the  
          modification of the terms of the borrower's loan.  This bill was  
          approved by the Assembly Judiciary Committee on July 9, 2009.

           Prior Legislation  :    AB 180 (Bass, Chapter 278, Statutes of  
          2008), strengthened the foreclosure consultant law.

           Prior Vote  :

          Assembly Committee on Banking and Finance (Ayes 8, Noes 3)
          Assembly Committee on Business and Professions (Ayes 6, Noes 3)
          Assembly Committee on Appropriations (Ayes 11, Noes 5)
          Assembly Floor (Ayes 48, Noes 29)
          Senate Committee on Banking, Finance and Insurance (Ayes 7, Noes  
          3)

                                   **************
                                          


                                                                      



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