BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1745
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          Date of Hearing:   May 8, 2012

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                     AB 1745 (Torres) - As Amended:  May 3, 2012
           
          SUBJECT  :   Mortgages: Notice of Sale

           KEY ISSUE  :  Should a lender be prohibited from filing a "notice 
          of sale," one of the final steps in the foreclosure process, if 
          the lender has already approved a short sale? 

           FISCAL EFFECT  :   As currently in print this bill is keyed 
          non-fiscal. 

                                      SYNOPSIS
           
          Among the many foreclosure-related problems highlighted in the 
          recent National Mortgage Settlement is the phenomenon of "dual 
          tracking" - that is, the practice of lenders simultaneously 
          pursuing foreclosure proceedings against homeowners who have 
          requested modification of the loan.  This bill seeks to address 
          a related, if less common, version of that problem: the practice 
          of pursuing foreclosure against a borrower for whom the lender 
          has already approved a short sale.  Under a short sale, a lender 
          effectively releases a lien on the secured property and approves 
          the property to be sold for less than is owed on the loan.  Both 
          lenders and borrowers can benefit from a short sale: the lender 
          avoids the cost of carrying out a foreclosure to its conclusion 
          and the possibility that a foreclosure sale might bring even 
          less than a short sale; the borrower avoids the stigma of 
          foreclosure and damage to his or her credit.  This bill would 
          prohibit a lender from filing a notice of sale if it has already 
          approved a short sale.  The bill would permit the lender to 
          withdraw approval of the short sale if the terms of the short 
          sale agreement have changed.  As with the related dual-track 
          reform measure sponsored by the Attorney General, this bill 
          would simply require the lender to provide the borrower with 
          written notice of the reasons for the bank's decision Indeed, 
          this provision is very similar to one small piece of the 
          Attorney General's dual track prohibition bill.  This notice 
          must be provided to the seller at least three days prior to the 
          withdrawal of approval.  This bill is sponsored by the 
          California Association of Realtors.  There is no registered 
          opposition to the bill.  The bill recently passed out of the 








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          Assembly Committee on Banking & Finance by an 11-0 vote. 

           SUMMARY  :  Prohibits a mortgagee, trustee, beneficiary, or 
          authorized agent from recording a notice of a foreclosure sale 
          after providing written approval of a short sale, except as 
          specified.  Specifically,  this bill  :  

          1)Prohibits a mortgagee, trustee, beneficiary, or authorized 
            agent from recording a notice of a foreclosure sale after 
            providing written approval of a short sale, as defined.

          2)Provides that approval of a short sale may be withdrawn by the 
            mortgagee, trustee, beneficiary, or authorized agent at any 
            time if the terms of the short sale agreement have changed.  
            Specifies that not less than three days prior to the 
            withdrawal of approval, written notice shall be provided to 
            the short sale seller and shall include an explanation of the 
            change of condition that caused the withdrawal. 

          3)Defines "short sale" to mean a transfer in which the trustor 
            or mortgagor sells a property for a price less than the 
            remaining amount of the indebtedness secured by the property 
            at the time of sale.

           EXISTING LAW  : 

          1)Sets forth the process for bringing a non-judicial foreclosure 
            in California, from the filing of a Notice of Default (NOD) 
            through the trustee's sale and distribution of proceeds and 
            the allocation of costs and expenses.  (Civil Code Sections 
            2924 through 2924k.)

          2)Provides that where a mortgage or deed of trust confers a 
            power of sale upon a mortgagee, trustee, or any other person, 
            and which is to be exercised after a breach of the obligation 
            for which the mortgage is security, the power of sale shall 
            not be exercised until all of the following apply:

             a)   The trustee, mortgagee, or beneficiary, or any of their 
               authorized agents, shall first file, in the office of the 
               recorder in each county where the mortgaged property or 
               some part thereof is situated, a NOD which contains 
               specified information, including a statement identifying 
               the mortgage or deed of trust and a statement that a breach 
               of obligation has occurred.








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             b)   Not less than three months has elapsed since the filing 
               of the NOD.

             c)   After the lapse of three months, as noted above, the 
               mortgagee, trustee, or other person authorized to make the 
               sale shall file a Notice of Sale (NOS) stating the time and 
               place thereof, in the manner prescribed.  (Civil Code 
               Section 2924 (a).)

           COMMENTS  :  Among the many foreclosure-related problems 
          highlighted in the recent National Mortgage Settlement is the 
          phenomenon of "dual tracking" - that is, the practice of lenders 
          simultaneously pursuing foreclosure proceedings against 
          homeowners who have requested modification of the loan.  This 
          bill seeks to address a related, if less common, version of that 
          problem: the practice of pursuing foreclosure against a borrower 
          for whom the lender has already approved a short sale.  Under a 
          short sale, a lender effectively releases a lien on the secured 
          property and approves the property to be sold for less than is 
          owed on the loan.  Both lenders and borrowers can benefit from a 
          short sale: the lender avoids the cost of carrying out a 
          foreclosure to its conclusion and the possibility that a 
          foreclosure sale might bring even less than a short sale; the 
          borrower avoids the stigma of foreclosure and damage to his or 
          her credit.   

          Sponsored by the California Association of Realtors (CAR), this 
          bill would prohibit a lender from filing the NOS if it has 
          already provided a written approval of a short sale.  The bill 
          would permit the lender to withdraw approval of the short sale 
          if the terms of the short sale agreement have changed, but it 
          would also require the lender to provide the short sale seller 
          with written notice that includes an explanation of the change 
          that caused the withdrawal of approval. The bill would require 
          that this notice be provided to the seller at least three days 
          prior to the withdrawal of approval.  It should be stressed that 
          this bill would not prevent a lender from withdrawing approval 
          of a short sale; it would, however, if a short sale had been 
          approved, prevent the lender from filing the NOS until it 
          withdrawals approval and has sent advance notice to the borrower 
          explaining why approval was withdrawn.  The purpose of the bill, 
          therefore, is to make sure that borrowers who think that they 
          have worked out a short sale agreement with their lender do not 
          suddenly find themselves facing a foreclosure sale.  This is the 








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          same principle underlying AB 1602 (Eng and Feuer), the Attorney 
          General's bill to put an end to dual tracking in all its forms, 
          from short sale to loan modification. 

          According to the author, the "purpose of this bill is to give 
          borrowers greater certainty by prohibiting a servicer from 
          recording a notice of sale if there is an approved short sale in 
          writing."  The author notes that the "bill allows a servicer to 
          withdraw approval of a short sale if the servicer tells the 
          seller what circumstances of the sale have changed, and gives 
          the seller three days advance notice of the effective date of 
          the withdrawal."

          CAR argues that this measure will create a rule that is 
          "straight forward and fair - If the bank has already approved 
          for a short sale, it cannot pull the rug out from the under the 
          sale."  Unfortunately, according to CAR, "this situation 
          occasionally occurs and the 'left hand' of the foreclosure 
          department forecloses on a property that the 'right hand' of the 
          short sale department has already approved for a short sale."  
          CAR notes that the "bank always has the ultimate decision on 
          whether or not to approve a short sale notification," and it is 
          free with withdraw that approval so long as it "gives the 
          homeowner a reason and three days' notice before restarting the 
          foreclosure sale."  

           The "Notice of Sale" in California's Non-Judicial Foreclosure 
          Process  :  In California the vast majority of foreclosures are 
          "non-judicial" - meaning they are authorized through a "power of 
          sale" clause in the mortgage or deed of trust.  This 
          power-of-sale authorization permits the initiation of the 
          foreclosure process and the final foreclosure sale without any 
          review by the courts or any other neutral party.  When a 
          borrower falls behind in his or her payments, existing law 
          permits the lender or loan servicer to begin the non-judicial 
          foreclosure process by first filing a Notice of Default (NOD) 
          with the county recorder's office and providing notice of the 
          same to the borrower.  If the default is not cured within 30 
          days of the NOD filing, the lender or servicer must mail a 
          notice to the borrower warning the borrower that the property 
          may be sold at public sale.  After three months have elapsed 
          from the NOD filing, the lender or servicer may file a Notice of 
          Sale (NOS) with the county recorder.  The NOS must contain a 
          statement of the total amount of the unpaid balance.  In 
          addition, at least 20 days prior to date of the sale the lender 








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          or servicer must publish the NOS (usually in a newspaper).  A 
          copy of the NOS must also be mailed to the borrower and a copy 
          posted on the front door of a residential property 20 days prior 
          to the date of sale.  

          Because the NOS can only be filed three months after filing the 
          NOD, this bill would apply only in situations where the borrower 
          has already defaulted on payments and the NOD has already been 
          filed with the county recorder.  The bill would not, it appears, 
          prevent a lender or loan servicer from filing an NOD (as opposed 
          to an NOS), even if a short sale has been approved.  Therefore, 
          this bill would only apply to a situation in which an NOD has 
          already been filed, the lender and borrower have worked out a 
          short sale agreement, and the lender has approved the short sale 
          in writing. 

           Relationship to the "California Homeowner Bill of Rights"  :  As 
          noted above, in an effort to implement key features of the 
          National Mortgage Settlement, California Attorney General Kamala 
          Harris has sponsored a package of foreclosure-related bills - 
          known collectively as the "California Homeowner Bill of Rights" 
          - in both the Assembly and the Senate.  Those issues are 
          currently the subject of a joint conference committee.  While 
          the bill under consideration today is  not  a part of that 
          package, it is animated by similar concerns and overlaps with 
          one of those bills.  Specifically, AB 1602, which contains the 
          dual tracking provisions of the Attorney General's package, 
          includes among its reforms a provision that would prohibit a 
          lender from filing the NOS if it has already approved a short 
          sale.  Apart from the more-inclusive scope of AB 1602, the 
          substantial difference between the bill under consideration 
          today and AB 1602 is that the latter does not address the 
          question whether a lender could withdraw approval of a short 
          sale, or what would happen if it did.  (Nothing in existing law 
          apparently prevents a lender from withdrawing approval of a 
          short sale at any time, with or without notice to the borrower, 
          or indeed from foreclosing on a homeowner despite having 
          approved a short sale.)  This question is one of many expected 
          to be addressed in the conference report.  When the report is 
          issued, it may be appropriate for this measure to be made 
          contingent upon passage of that legislation to avoid any 
          potential conflicts. 

           REGISTERED SUPPORT / OPPOSITION  :   









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           Support 
           
          California Association of Realtors (sponsor)

           Opposition 
           
          None on file 
           

          Analysis Prepared by  :  Thomas Clark / JUD. / (916) 319-2334