BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 217
                                                                  Page  1

          Date of Hearing:   August 17, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   SB 217 (Vargas) - As Amended:  August 15, 2011 

          Policy Committee:                             Banking and 
          Finance      Vote:                            11-0

          Urgency:     No                   State Mandated Local Program: 
          Yes    Reimbursable:              No

           SUMMARY  

          This bill amends state law to reflect new requirements of the 
          federal Secure and Fair Enforcement of Mortgage Licensing Act of 
          2008 (SAFE Act).  Specifically, this bill:   

          1)Provides that persons not subject to the California Finance 
            Lenders Law (CFLL) may apply to the commissioner of 
            Departments of Corporations (DOC) for an exempt company 
            registration for the purpose of sponsoring one or more 
            individuals required to be licensed as mortgage loan 
            originators pursuant to the SAFE Act. 

          2)Allows the Commissioners of Real Estate and Corporations when 
            reviewing a license application from a party with a criminal 
            record, to consider the underlying crime and circumstances 
            when there is a record of a pardon or expunged felony 
            conviction rather than automatically denying the application. 

           FISCAL EFFECT  

          Minor and absorbable costs to the Departments of Corporations 
          and Real Estate to administer the provisions of this bill.

           COMMENTS  

          1)Purpose  .  According to supporters, this bill addresses an 
            issue facing State Farm Bank, a division of State Farm 
            Insurance Company.  State Farm contracts with independent 
            agents that write insurance on behalf of State Farm Insurance. 
             These agents also may originate mortgages on behalf of State 
            Farm Bank, requiring registration under SAFE Act.  However, 








                                                                  SB 217
                                                                  Page  2

            because they are independent agents and not employees of State 
            Farm, they cannot easily obtain SAFE Act registration.  SB 217 
            would allow State Farm Bank, or another entity similarly 
            situated to apply to the commissioner of DOC for an exempt 
            person registration in order to sponsor its agents to become 
            licensed and registered under the SAFE Act.   It also requires 
            an exempt person to pay an annual registration fee, and comply 
            with all rules and orders the commissioner deems necessary to 
            ensure compliance with the SAFE Act.
                
            2)Background.   Title V of the Federal Housing Finance Regulator 
            Reform Act, signed by President Bush on July 30, 2008, 
            established the SAFE Act requiring the establishment of a 
            national registry for mortgage loan originators, and required 
            all the states to establish requirements to carry out SAFE Act 
            licensing and registration.  California's SAFE Act licensing 
            framework was put into law by SB 36 (Calderon), Chapter 160, 
            Statutes of 2009.  In California, employees of those licensees 
            licensed under the CFLL and California Residential Mortgage 
            Lending Act that meet the definition of mortgage loan 
            originator must obtain licenses from DOC.  Persons licensed by 
            the Department of Real Estate must obtain a mortgage loan 
            originator license endorsement if they meet the mortgage loan 
            originator definition.
                
            3)Federal view  .  The Department of Housing and Urban Development 
            (HUD) recently issued federal regulations setting standards 
            for state compliance.  Among the provisions were new criteria 
            for addressing the issue of pardons and expunging criminal 
            records.



           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081