BILL ANALYSIS                                                                                                                                                                                                    



                                                                    AB 1762
                                                                    Page  1
       ASSEMBLY THIRD READING
       AB 1762 (Hayashi)
       As Introduced  February 9, 2010
       Majority vote 

        BUSINESS & PROFRESSIONS     10-0                                 
        
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       |Ayes:|Hayashi, Emmerson, Conway, Eng,  | |                       |
       |     |Hernandez, Hill, Ma, Nava,       | |                       |
       |     |Niello, Ruskin                   | |                       |
       |-----+---------------------------------+-+-----------------------|
       |     |                                 | |                       |
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        SUMMARY  :  Redefines "advance fee" to exclude fees charged or  
       collected for advertising or promotion, for referral fees to other  
       real estate brokers or salespersons in connection with mortgage loan  
       origination, or fees associated with prepaid rental listings.

        EXISTING LAW : 

       1)Provides for the regulation and licensure of real estate brokers  
         and salespersons by the Department of Real Estate (DRE). 

       2)Defines "advance fee" as a fee, regardless of the form, claimed,  
         demanded, charged, received, or collected by a licensee from a  
         principal before fully completing each and every service the  
         licensee contracted to perform, or represented would be performed. 

        FISCAL EFFECT  :  Unknown.  This bill is keyed non-fiscal.

        COMMENTS  :  According to the author's office, recent legislation, SB  
       94 (Calderon), Chapter 630, Statutes of 2009,"prohibited persons from  
       charging advance fees to borrowers in connection with a loan  
       modification.  Loan modification companies were increasingly charging  
       homeowners thousands of dollars in advance fees without following  
       through on services.  

       "However, following the enactment of SB 94, DRE began receiving  
       numerous questions regarding the effect, scope, and applicability of  
       the bill.  For example, the advance fee has most commonly been an  
       issue in loan modification or loan brokerage contracts, but can apply  
       to other arrangements such as a Prepaid Rental Listing Service.   
       Unfortunately, SB 94 can be broadly interpreted to include a real  
       estate listing agreement or any contract involving progressive or  
       'fee for service' payment, as a prohibited advance fee, even though  








                                                                    AB 1762
                                                                    Page  2
       the transactions are legitimate.  AB 1762 resolves these unintended  
       consequences."
       
       SB 94 prohibited any person, including real estate licensees and  
       attorneys, from demanding or collecting advance fees for loan  
       modification or mortgage loan forbearance services affecting  
       residential dwellings with four units or less.  Prior to SB 94's  
       enactment, attorneys and real estate brokers with DRE-approved  
       agreements were able to collect advance fees.  

       As of October 2009, DRE was investigating over 1,300 loan  
       modification complaints.  DRE issued nearly 400 desist and refrain  
       orders and accusations against individuals for illegally collecting  
       advance fees for the prior year.  Most of these cases involved a  
       person who fraudulently collected an advance fee in exchange for a  
       promise that the homeowner would receive a sustainable loan  
       modification.  However, once the fee was paid, little or nothing was  
       done to modify the borrower's loan.  

        Analysis Prepared by  :    Joanna Gin / B. & P. / (916) 319-3301 FN:  
       0003796