BILL ANALYSIS                                                                                                                                                                                                    



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          ASSEMBLY THIRD READING
          AB 919 (Nava)
          As Amended  June 1, 2009
          Majority vote 

           BANKING & FINANCE   11-0        APPROPRIATIONS      17-0        
           
           ----------------------------------------------------------------- 
          |Ayes:|Nava, Gaines, Anderson,   |Ayes:|De Leon, Nielsen,         |
          |     |Evans, Fong, Fuentes,     |     |Ammiano,                  |
          |     |Mendoza, Ruskin, Swanson, |     |Charles Calderon, Davis,  |
          |     |Torres, Tran              |     |Duvall, Fuentes, Hall,    |
          |     |                          |     |Harkey, Miller,           |
          |     |                          |     |John A. Perez, Price,     |
          |     |                          |     |Skinner, Solorio, Audra   |
          |     |                          |     |Strickland, Torlakson,    |
          |     |                          |     |Krekorian                 |
           ----------------------------------------------------------------- 

           SUMMARY:   Requires a rider to be attached to a mortgage or deed  
          of trust that provides information on the participants of a  
          mortgage transaction.  Specifically,  this bill  :  

          1)Requires that the name and license number, if applicable,  
            shall be disclosed on a rider attached to a mortgage or deed  
            of trust that lists the following:

             a)   Appraiser;

             b)   Lender;

             c)   Loan originator; and,

             d)   Real estate broker.

          2)Provides that a mortgage or deed of trust that is secured by  
            residential real property that does not have the attached  
            rider shall be void.

           EXISTING LAW  regulates, under the Civil Code, the method and  
          manner in which the transference of real property shall take  
          place under a mortgage or deed of trust.

           FISCAL EFFECT  :  According to the Assembly Appropriations  








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          Committee, no direct state costs.

           COMMENTS  :  AB 919 will assist law enforcement and prosecutors  
          with mortgage fraud cases by making sure that the names and  
          license numbers of a person who participates in a mortgage loan  
          transaction are in the public record.
           
           The subprime mortgage crisis, and subsequent foreclosure crisis  
          is often viewed as solely a result of poor underwriting on the  
          part of lenders, and over-leveraged borrowers.  The role of  
          mortgage fraud has, largely, been overlooked in its contribution  
          to the housing crisis.

          Mortgage fraud is the intent to materially misrepresent or omit  
          information on a mortgage loan application in order to obtain a  
          loan or to obtain a larger loan than would have been obtained  
          had the lender known the truth.  Mortgage fraud does not  
          necessarily just take place on the part of borrowers.  Often in  
          large mortgage fraud rings, the participants range from the  
          borrower, escrow officers, brokers, appraisers and even lenders.

          The potential impact of mortgage fraud on financial institutions  
          and the stock market is clear. If fraudulent practices become  
          systemic within the mortgage industry and mortgage fraud is  
          allowed to become unrestrained, it will ultimately place  
          financial institutions at risk and have adverse effects on the  
          stock market.  Investors may lose faith and require higher  
          returns from mortgage backed securities.  This may result in  
          higher interest rates and fees paid by borrowers and limit the  
          amount of investment funds available for mortgage loans.

          The increased reliance by both financial institutions and  
          non-financial institution lenders on third-party brokers has  
          created opportunities for organized fraud groups, particularly  
          where mortgage industry professionals are involved. 

          Combating significant mortgage industry fraud is a priority,  
          because mortgage lending and the housing market have a  
          significant overall effect on the nation's economy.

          Mortgage loan fraud is divided into two categories: fraud for  
          property and fraud for profit. Fraud for property/housing  
          entails minor misrepresentations by the applicant solely for the  
          purpose of purchasing a property for a primary residence.  This  








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          scheme usually involves a single loan. Although applicants may  
          embellish income and conceal debt, their intent is to repay the  
          loan. Fraud for profit, however, often involves multiple loans  
          and elaborate schemes perpetrated to gain illicit proceeds from  
          property sales.  It is this second category that is of most  
          concern to law enforcement and the mortgage industry.  Gross  
          misrepresentations concerning appraisals and loan documents are  
          common in fraud for profit schemes and participants are  
          frequently paid for their participation.  Recent events likely  
          resulted in an increase in mortgage fraud as higher housing  
          prices tempted borrowers to commit fraud for property in order  
          to qualify for a mortgage loan.  Also, mortgage fraud  
          perpetrators likely seized the opportunity to take advantage of  
          the relaxed lending practices to commit fraud for profit.

          A report on mortgage fraud from the Federal Bureau of  
          Investigations revealed the following findings:



          1)Mortgage fraud continues to be an escalating problem in the  
 
            United States. Although no central repository collects all  
 
            mortgage fraud complaints, Suspicious Activity Reports (SARs)  
 
            from financial institutions indicated an increase in mortgage  
 
            fraud reporting.  SARs increased 31% to 46,717 during fiscal  
 
            year (FY) 2007.  The total dollar loss attributed to mortgage  
 
            fraud is unknown.  However, 7% of SARs filed during FY 2007  
 
            indicated a specific dollar loss, which totaled more than $813  
 
            million.






          2)Subprime mortgage issues remain a key factor in influencing  








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            mortgage fraud directly and indirectly.  The sub prime share  
            of outstanding loans has more than a doubled since 2003  
            putting a greater share of loans at higher risk of failure.   
            Additionally, during 2007 there were more than 2.2 million  
            foreclosure filings reported on approximately 1.29 million  
            properties nationally, up 75%from 2006.  The declining housing  
            market affects many in the mortgage industry who are paid by  
            commission.  During declining markets, mortgage fraud  
            perpetrators may take advantage of industry personnel  
            attempting to generate loans to maintain current standards of  
            living.



          3)Analysis of available information indicated that mortgage  
            fraud was most concentrated in the north central region of the  
            United States.  Data from law enforcement and industry sources  
            were compared and mapped to determine which states were most  
            affected by mortgage fraud during 2007 and indicated that the  
            top 10 mortgage fraud states for 2007 were Florida, Georgia,  
            Michigan, California, Illinois, Ohio, Texas, New York,  
            Colorado, and Minnesota. Other states significantly affected  
            by mortgage fraud according to available sources included  
            Arizona, Maryland, Utah, Nevada, Missouri, Indiana, Tennessee,  
            Virginia, New Jersey, and Connecticut.



          4)The downward trend in the housing market provides an ideal  
            climate for mortgage fraud perpetrators to employ a myriad of  
            schemes suitable to a down market. Several of these schemes  
            have emerged with the potential to spread as the recent rise  
            in foreclosures, depressed housing prices, and decreased  
            demand place pressure on lenders, builders, and home sellers.   
            Emerging and re-emerging schemes for 2007 included  
            builder-bailouts, seller assistance, short sales, foreclosure  
            rescue, and identity thefts exploiting home equity lines of  
            credit. 


           
          Analysis Prepared by  :    Mark Farouk / B. & F. / (916) 319-3081










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