BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 336
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          Date of Hearing:   January 9, 2012

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                                   Mike Eng, Chair
                  AB 336 (Dickinson) - As Amended:  January 4, 2012

           SUBJECT  :   Title Loans

           SUMMARY  :   Establishes standards, prohibitions and requirements 
          on lenders that provide loans collateralized by a motor vehicle 
          (Car title loans).   Specifically,  this bill  :  

          1)Defines "title loan" as a nonpurchase money loan where the 
            lender obtains a security interest in a motor vehicle, which 
            security interest is perfected by a first lien.

          2)Requires a licensee that makes a car title loan to do the 
            following:

             a)   Provide the consumer with a disclosure that informs the 
               consumer of the interest rate and any fees or other charges 
               associated with the consumer loan, the consequences for 
               defaulting on the consumer loan, and a complete 
               amortization schedule indicating the total cost to the 
               consumer over the life of the loan and samples of other 
               term options. 

             b)   Provide to the borrower a "High Interest Rate" 
               disclosure in Bold Arial in at least 16 point font, all 
               capital letters.  The disclosure must be in a separate box 
               and must be signed by the borrower and any additional 
               cosigner, if any.  The High Interest Rate Disclosure shall 
               contain the following words: THIS IS A HIGH-COST LOAN.  YOU 
               MAY BE ABLE TO OBTAIN A LOAN FROM ANOTHER SOURCE AT A LOWER 
               RATE OF FINANCE CHARGE.  THINK CAREFULLY BEFORE YOU DECIDE 
               TO ACCEPT THIS LOAN.

             c)   Underwrite each loan to determine a borrower's ability 
               and willingness to repay the loan pursuant to the loan 
               terms, and shall not make a loan if it determines, through 
               its underwriting, that the borrower's total monthly debt 
               service payments, at the time of origination, including the 
               loan for which the borrower is being considered, and across 
               all outstanding forms of credit that can be independently 
               verified by the licensee, exceed 50 percent of the 








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               borrower's gross monthly income.

             d)   Seek information and documentation pertaining to all of 
               a borrower's outstanding debt obligations during the loan 
               application and underwriting process, including loans that 
               are self-reported by the borrower but not available through 
               independent verification. 

             e)   Verify the borrower's credit information using a credit 
               report from at least one of the three major credit bureaus 
               or through other available electronic debt verification 
               services that provide reliable evidence of a borrower's 
               outstanding debt obligations.

          3)Prohibits the structuring of a car title loan as a 
            sale-lease-back transaction and provides for civil penalties.

          4)Provides that if a borrower defaults on a car title loan and 
            if the licensee disposes of the vehicle used as collateral for 
            the loan then the borrower shall not owe a deficiency, nor 
            shall the licensee request a deficiency judgment to recover 
            any outstanding balance.


          5)Prohibits the use of any prepayment penalty on the car title 
            loan.

          6)Provides that if the borrower fails to perform their 
            obligations under the loan, the licensee shall not make any 
            negative report to any of the national credit reporting 
            agencies.

          7)Requires that any advertisements used for car title loans must 
            include the annual percentage rate (APR) of the loan.

          8)Specifies that the lender must provide at least 30 days' 
            notice, via personal service or certified mail, of intent to 
            dispose of a repossessed or surrendered vehicle.  
            Additionally, notice shall inform borrower of their right to 
            redeem the vehicle by paying in full the indebtedness.

          9)Provides that licensee shall extend redemption period for 
            additional 10 days if the loan is subject to a conditional 
            right of reinstatement.









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          10)States that unless automatically provided to the borrower, 
            the licensee shall provide a written accounting regarding the 
            disposition to any person liable on the loan within 45 days 
            after his or her written request.  The accounting shall 
            provide the following:

             a)   The gross proceeds of the disposition.

             b)   The reasonable and necessary costs and fees authorized 
               by this division incurred in repossessing the motor 
               vehicle.

             c)   Satisfaction of other liens that may be on the vehicle.

          11)Provides that in all sales of a disposed or repossessed 
            vehicle that results in a surplus the licensee shall furnish 
            an accounting and return the surplus to the borrower.

          12)Allows a person to bring an action for the recovery of 
            damages, equitable relief, exemplary damages, and attorney's 
            fees and costs for any violation of this section.

          13)Allows for a civil a penalty for a violation of up to $10,000 
            for each violation which shall be assessed and recovered in a 
            civil action brought in the name of the people of the State of 
            California by the Attorney General, a district attorney, or a 
            city attorney in a court of competent jurisdiction.

           EXISTING LAW  

          1)Provides for the California Finance Lenders Law (CFLL), 
            administered by the Department of Corporations (DOC), which 
            authorizes the licensure of finance lenders, who may make secured 
            and unsecured consumer and commercial loans (Financial Code 
            Sections 22000 et seq.).  The following are the key rules applied 
            to consumer loans made pursuant to the CFLL:  

             a)   CFLL licensees who make consumer loans under $2,500 are 
               capped at interest rates which range from 12% to 30% per year, 
               depending on the unpaid balance of the loan (Sections 22303 and 
               22304).  Administrative fees are capped at the lesser of 5% of 
               the principal amount of the loan or $50.  An administrative fee 
               of $75 may be charged for loans of $2,500 or more (Section 
               22305);  









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             b)   In addition to the requirements in "a" above, CFLL licensees 
               who make consumer loans under $5,000 are prohibited from 
               imposing compound interest or charges (Section 22309); are 
               limited in the amount of delinquency fees they may impose 
               (Section 22320.5; delinquency fees are capped at a maximum of 
               $10 on loans 10 days or more delinquent and $15 on loans 15 
               days or more delinquent); are required to prominently display 
               their schedule of charges to borrowers (Section 22325); are 
               prohibited from splitting loans with other licensees (Section 
               22327); are prohibited from requiring real property collateral 
               (Section 22330), and are limited to a maximum loan term of 60 
               months plus 15 days (Section 22334);

             c)   In addition to the requirements in "a" and "b" above, CFLL 
               licensees who make consumer loans under $10,000 are limited in 
               their ability to conduct other business activities on the 
               premises where they make loans (Section 22154); must require 
               loan payments to be paid in equal, periodic installments 
               (Section 22307); and must meet certain standards before they 
               may sell various types of insurance to the borrower (Sections 
               22313 and 22314); and,

             d)   Generally speaking, the terms of loans of $10,000 or above 
               are not restricted under the CFLL.

          2)Authorizes the licensure of finance brokers under the CFLL, and 
            defines a finance broker as any person who is engaged in the 
            business of negotiating or performing any act as a broker in 
            connection with loans made by a finance lender (Section 22004).  

           3)Imposes a 36% APR on consumer credit extended to members of 
            the military and their dependents. (10 USC Sec. 987.)

           FISCAL EFFECT  :   None

           COMMENTS  :   

          A car title loan occurs when a consumer borrows money against 
          the title of their car for a specified period of time.  During 
          the loan period, the consumer continues to use their vehicle as 
          necessary.  If the consumer defaults on the loan then current 
          law authorizes the lender to repossess the car for the costs of 
          the loan.   Car title lending in California is conducted under 
          the CFLL, under which various forms of consumer lending are 








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          authorized.  The CFLL does not explicitly authorize car title 
          lending, but CFL licensees may offer these types of loans.   Car 
          title loans are subject to the provisions of the CFL, which for 
          loans above $2,500 no interest rate caps exist.  A rate cap does 
          not exist for any personal loan (Auto, Auto-title, personal) 
          made under the CFLL.
          Car title lending has come under recent scrutiny due to media 
          coverage, specifically, an LA Times article, "Title Loans' 
          Interest Rates are Literally Out of Control,"  February 11, 
          2011, that highlighted the high interest rates on these loans 
          and the consequences if a consumer does not pay off such a loan. 
           The article provided the following details:

                 One customer put up his truck as collateral for a $2,500 
               loan with payments of $200 per month.  The customer 
               expected to pay off $5000-6000 by the time the loan was 
               finished.  This particular customer was charged an APR of 
               108% as a return customer vs. 120% for new customers.

                 According to one car title lender interviewed, three 
               quarters of the loans were paid off typically within 8 
               months.

                 The way in which a typical loan would work, is the 
               customer brings in his or her vehicle to the lender for 
               inspection and test drive.  The lender then determines what 
               the vehicle might fetch at auction, which could be half of 
               the Kelley Blue Book Value.  For example, with a $6,000 
               Blue Book value the lender might loan $2,600 with interest 
               rates as much at 180% APR.

          Industry representatives argue that the borrowers who use their 
          service have very low credit scores and are not likely to have 
          access to other means of credit, if at all.  Additionally, they 
          point out that while the loan may be securitized, the 
          repossession and disposition of an automobile is a costly 
          endeavor and such costs must be built into the costs of the 
          loan.
          In examining at CFL licensees who make secured car loans (This 
          includes car title loans and car purchase loans) finds that in 
          2009 approximately 18,921 auto related loans were made in 
          California with APRs over 40%, for a total volume of 
          $64,204,118.  In 2009, for loans with APRs over 100%, 4,243 
          loans were made, totaling $13, 948,175.  Again, it is important 
          to note that these numbers are approximations because an 








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          auto-purchase lender could be in these categories.  
          Additionally, anecdotal information suggests that most car title 
          loans are made with APRs between 90-120%.
           
          Sale-leaseback:

           A sale-leaseback is when a lender buys property from a consumer 
          and then leases it back to the consumer for a "rental" payment 
          due at specified intervals.  In effect, these transactions are 
          loans designed to avoid enforcement of stricter lending laws.  
          AB 336 would ban a sale-leaseback transaction by providing that 
          in sales transaction involving a motor vehicle, if the seller is 
          leased the vehicle then it shall be presumed it is a 
          sale-leaseback transaction that is attempting to avoid the 
          requirements and restrictions on car title loans.

          In 2005, Governor Schwarzenegger vetoed SB 360 (Florez) which 
          would have banned sale-leaseback transactions.  As part of the 
          veto message, DOC was tasked with developing a proposal to 
          address this issue.  On March 1, 2006, DOC issued release No. 
          56-FS regarding these transactions and how the DOC would view 
          these transactions and released the following information:

               In an effort to address these concerns, the Department of 
          Corporations has prepared
               the following list of factors, according to California law, 
          that it will use to determine
               whether a sale-leaseback transaction may be a loan:

                           The borrower seeks money and not the use of 
                    goods or property.

                           The borrower receives money, followed by a 
                    "sale" of the borrower's property to the lender, with 
                    a provision for repayment in the form of rent or 
                    payments to the lender.

                           The borrower is in possession of the goods or 
                    property before obtaining money from the lender.

                           The borrower gives up title to goods or 
                    property as security in exchange for receiving money.

                           There is no risk to the lender of losing 
                    capital, other than the insolvency of the borrower.








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                           The lender has the power to accelerate the 
                    principal payment of the "loan" upon default.

                           The transaction includes agreements with 
                    provisions of title reversions and "repurchase" within 
                    specified periods.

               The presence of one or more of these factors may indicate, 
          upon further review, the
               presence of a loan transaction. The mere fact that a 
          sale-leaseback transaction is titled
               or referred to as a "lease" or a "sale-leaseback" in the 
          forms and paperwork is not
               determinative. It is the intent of the parties and the 
          economic substance of the
               transaction, rather than the form of the transaction, which 
          determines whether the
               transaction is actually a loan. Thus, the Department will 
               examine a so-called sale-leaseback transaction in 
               accordance with the above-referenced factors, in addition 
               to
               other circumstances including the purpose and terms of the 
          agreement, to help
               determine whether such transaction may be a loan when 
          enforcing the CFLL.

          The existence of the aforementioned guidance issued by DOC does 
          not necessarily negate the need to codify a ban on sale-lease 
          back transactions that may attempt to circumvent the 
          requirements on car title lenders.  However, the author may want 
          to consider incorporating provisions of the guidance in the ban 
          on sale-leaseback transactions.
           
          Arguments in support:
           
          The Center for Responsible Lending writes in support:

               Under the California Finance Lenders Law, car title lenders 
               operate with no interest rate limits for loans greater than 
               $2,500. Car title lending is particularly usurious, with 
               lenders in California charging annual interest rates that 
               range from 72 percent to as high as 180 percent. Like 
               payday lenders, car title lenders target vulnerable 
               borrowers who need quick cash. Also, like payday lenders, 








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               they have no incentive to rigorously evaluate a borrower's 
               ability to repay the loan because they are assured 
               repayment either through borrower payments or the 
               repossession and sale of the borrower's car. These loans 
               are especially risky for borrowers because they put the 
               borrower's car at risk. The car is likely to be the 
               borrower's most valuable asset, and is often the borrower's 
               only means of getting to work. A repossession can be 
               devastating if the loss of this valuable asset also means 
               the loss of transportation to work, and leads to 
               unemployment.

               Car title lenders often argue that such high rates are 
               justified by the credit risk of the borrower. In reality, 
               though, the car title lenders bear little risk because the 
               loan is more than 100 percent secured by the value of the 
               automobile. This is because loan amounts are almost always 
               only a fraction of the full value of the car. There are, 
               however, a wide array of more responsible options available 
               for qualified, creditworthy borrowers - credit cards, banks 
               and credit unions, other consumer finance lenders, all of 
               whom offer credit to a wide swath of borrowers who can 
               afford to repay a loan, but rarely charge APRs in excess of 
               36 percent. The excessive interest rates charged for fully 
               secured car title loans are a core problem with car title 
               loans that go unaddressed in the amended version of AB 336.

          Consumers for Auto Reliability and Safety write in support:

               For most Californians, a motor vehicle is a necessity of 
               life. Citizens of our state rely on their motor vehicles to 
               get to work, transport their children to school, gain 
               access to vital medical care, and get groceries. Exorbitant 
               interest rates increase the risk of defaults, leading to 
               vehicle repossessions.  When vehicles are repossessed, very 
               often an immediate consequence is job loss. Thus, the 
               practices are costing our state jobs and contributing to 
               unemployment.

               Further exacerbating the harm, once consumers have a 
               repossession on their credit report, it stays on their 
               report for 7 years. During that time, they are subject to 
               being turned down for employment and housing. Existing law 
               in California allows employers to discriminate based on 
               credit histories, and someone who has a repossession on 








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               their record is likely to be summarily eliminated from the 
               pool of eligible employees.

          Consumer Attorneys of California writes in support:

               Consumer Attorneys of California is pleased to support AB 
               336 (Dickinson), which is set to be heard before the 
               Assembly Banking and Finance Committee on January 9, 2012. 
               "Auto title lending" is the practice in which a lender makes 
               a loan to a consumer with the loan secured by title to the 
               borrower's automobile.  Consumers often choose auto title 
               loans because they provide quick and easy access to cash, 
               and because credit ratings are not used to determine 
               eligibility. Too often, however, needy consumers utilize 
               these loans without understanding the intricacies of the 
               repayment and the default process. The repercussions of 
               default on these loans can be devastating (consumers can 
               lose their car, cash, and their good credit histories) and 
               legislation is needed to help protect innocent Californians.
           
          Arguments in opposition.
           
          California Financial Services Association writes in opposition:

               22328.6 (D)(2) - Requires a creditor to "ensure" that the 
               borrower read and understood the disclosure.  A creditor 
               has no way of knowing whether the borrower understands the 
               contract, other than the borrower's affirmation that they 
               do by virtue of signing the contract.  Consequently, a 
               borrower need only assert that they did not understand the 
               contract in order to file suit under (h)(1) and (h)(2).  We 
               are unaware of any other statute that provides a consumer 
               with a private right of action and $10,000 bounty for their 
               own failure to understand a contract which they signed. 
               
               22328.6 (D)(3) - Requires a creditor to "independently 
               verify" a borrowers total debt service and precludes a 
               creditor from making a loan that exceeds 50 percent of a 
               borrowers monthly income after debt service.   Existing law 
               already requires a lender to consider the ability of a 
               borrower to repay a loan.  However, by adding a requirement 
               to "independently verify" debt service this bill would 
               presumably mandate credit reports, talking to landlords, 
               employers, other creditors, etc.   This independent 
               verification is impractical at best, will significantly 








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               slow the lending process and will preclude anyone 
               (immigrants) that does not have a Social Security number 
               from obtaining a loan because a lender cannot obtain a 
               credit report.   The delays in waiting for independent 
               verification from the afore-mentioned entities would 
               invariably result in heartache for consumers, many of whom 
               need the proceeds as quickly as possible. Additionally, 
               because the notion of independent verification is so vague 
               (i.e. does this mean a lender would have to contract with 
               an independent third party?), lenders would invariably be 
               subjected to frivolous litigation pursuant to (h).  

               Precluding lenders from making loans that exceed 50 percent 
               of a borrowers monthly income, minus existing debt service, 
               would effectively ban title loans for borrowers in high 
               cost urban areas such as Los Angeles, San Francisco, San 
               Jose, etc. where housing costs make up a higher percentage 
               of one's debt service.  The provision also runs counter to 
               other provisions in the bill concerning a borrower's 
               ability to repay because it assumes that anyone with high 
               housing costs is a bad credit risk.

               22328.6 (A) and (C) - Requires the creditor to provide a 
               complete amortization schedule including the "total cost" 
               as well as all "fees" to the consumer.  As evidenced by 
               last year's AB 238 (Huber) concerning conditional sale 
               contracts, which you voted for, certain fees, especially 
               government assessed and third party fees, are often 
               difficult to calculate.  Prior to the passage of AB 238 
               there was a thriving business for attorneys to file suit 
               over minor calculation errors.  Given the penalty 
               provisions in this measure and the fact that there is no 
                                                                                   safe harbor, these same attorneys will find a new area to 
               thrive and lenders would invariably be subjected to 
               frivolous litigation pursuant to (h)..

               22328.6 (c) - Precludes creditors from obtaining deficiency 
               judgments from borrowers.  Including a no recourse 
               provision would force lenders to raise rates for all 
               borrowers, including those who actually pay on time, in 
               order to make up for the deficiencies that will be 
               inevitably left over by the non-paying customers against 
               whom the lender would then have no recourse.  The inclusion 
               of this provision would incentivize customers to mislead 
               lenders or abuse vehicles, would lead to an increase in 








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               repossessions earlier in the delinquency cycle due to 
               exposure and would incentivize lenders not to repossess low 
               value vehicles from impound, repair shops, etc., in order 
               to mitigate losses, because now lenders would be better 
               served to sue for the entire balance.  

               22328.6 (d) - Precludes creditors from making negative 
               credit reports to national crediting agencies.  Aside from 
               violating the Fair Credit Reporting Act and arguably being 
               unconstitutional, this provision conflicts with other 
               portions of the bill which require creditors to obtain 
               complete credit data on borrowers.  In effect, this 
               provision devalues the very credit reports which this 
               measure wants to mandate and makes it more likely that 
               unqualified borrowers are able to obtain loans which they 
               may be unable to repay.
           
          Issues for consideration.

           1)Debt to income restriction:  This bill would prohibit the 
            making of a loan if the borrower's debt to income ratio, 
            including the new loan, would exceed 50% of the borrower's 
            gross monthly income.   It is possible that a borrower in the 
            need of a car title loan most likely already exceeds the 50% 
            DTI standard.  Would this standard deny credit to those who 
            may need it the most?  Additionally, with the underwriting 
            mandates and the ability to repay standard in the bill, is a 
            hard DTI cap necessary?  Do we really have evidence of the 
            current DTI ratio of borrowers?  Perhaps DOC could require 
            licensees, via regulation to collect DTI ratio information, 
            for future policy decisions.  

           2)Prohibition on negative reporting to national credit reporting 
            agencies if borrower defaults.   While the bill requires that 
            the lender document outstanding debts of the consumer in the 
            underwriting process, the prohibition on reporting a default 
            to the credit bureaus is counter to the need to evaluate all 
            of borrower's debts.  What if a borrower had more than one 
            vehicle and they defaulted on one title loan to only to get a 
            second title loan?  Under this scenario the lender would have 
            no way of knowing (unless it was the same lender) that the 
            borrower was a credit risk as they had defaulted on the exact 
            same type of loan.  Finally, opposition has provided that this 
            provision would violate the federal Fair Credit Reporting Act 
            (15 U.S.C. � 1681 et seq).  Committee staff is not convinced 








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            of this claim and that the previous reasons mentioned 
            regarding the problems of this provision are sufficient to 
            justify its exclusion from the bill.  

           3)The bill requires that the lender must ensure the borrower 
            "has read and understood..." the loan disclosure information.  
            It does not specify how one would ensure that the borrower has 
            read and understood the disclosures.  Considering the 
            penalties for a violation in this bill it would be appropriate 
            to specify what constitutes compliance.  

           4)Other technical issues.  The bill has other technical and 
            drafting issues that need to be addressed.   

           Based on the aforementioned issues, committee staff recommends 
          that amendments should be adopted in committee to address these 
          issues.  

          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Consumer Attorneys of California
          Consumers for Auto Reliability and Safety (CARS)
          The Center for Responsible Lending (CRL)

           Opposition 
           
          California Financial Services Association (CFSA)
          Community Loans of America Inc.
          Equal Access Auto Lenders of California (EAALC)
           
          Analysis Prepared by  :    Mark Farouk / B. & F. / (916) 319-3081