BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1730
                                                                  Page  1

          Date of Hearing:   April 28, 2014

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                               Roger Dickinson, Chair
                    AB 1730 (Wagner) - As Amended:  April 23, 2014
           
          SUBJECT  :   Mortgage loan modification.

           SUMMARY  :   Enhances civil and criminal penalties for violations  
          with respect to advance fees for loan modification services.   
          Specifically,  this bill  :  

          1)Provides that a violation of existing prohibitions concerning  
            advance fees for loan modification services could be punished  
            as a felony, and as a civil violation resulting in a civil  
            penalty of $20,000 for each violation brought by a public  
            prosecutor. 

          2)Specifies that if the victim is a disabled person, as defined  
            under existing law, or a senior citizen, then in addition to  
            the penalties in #1, the violator may be liable for a civil  
            penalty of $2,500 per violation.  In determining whether to  
            impose a civil penalty if the victim is disable or a senior  
            citizen and the amount thereof, the court shall consider, in  
            addition to any other appropriate factors, the extent to which  
            one or more of the following factors are present:

             a)   Whether the defendant knew or should have known that his  
               or her conduct was directed to one or more senior citizens  
               or disabled persons;

             b)   Whether the defendant's conduct caused one or more  
               senior citizens or disabled persons to suffer any of the  
               following: loss or encumbrance of a primary residence,  
               principal employment, or source of income, substantial loss  
               of property set aside for retirement, or for personal or  
               family care and maintenance, or substantial loss of  
               payments received under a pension or retirement plan or a  
               government benefits program, or assets essential to the  
               health or welfare of the senior citizen or disabled person;  
               and,

             c)   Whether one or more senior citizens or disabled persons  
               are substantially more vulnerable than other members of the  
               public to the defendant's conduct because of age, poor  








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               health or infirmity, impaired understanding, restricted  
               mobility, or disability, and actually suffered substantial  
               physical, emotional, or economic damage resulting from the  
               defendant's conduct.

          3)Allows a court to make orders and judgments as necessary to  
            restore to a senior citizen or disabled person money or  
            property, real or personal that may have been acquired by  
            means of a violation.

           EXISTING LAW  

          1)Provides that it shall be unlawful for any person who  
            negotiates, attempts to negotiate, arranges, attempts to  
            arrange, or otherwise offers to perform a mortgage loan  
            modification or other form of mortgage loan forbearance for a  
            fee or other compensation paid by the borrower, to do any of  
            the following: (1) Claim, demand, charge, collect, or receive  
            any compensation until after the person has fully performed  
            each and every service the person contracted to perform or  
            represented that he or she would perform; (2) Take any wage  
            assignment, any lien of any type on real or personal property,  
            or other security to secure the payment of compensation; (3)  
            Take any power of attorney from the borrower for any purpose.   
            (Civil Code section 2944.7(a).)

          2)Provides that a violation of the foregoing by a natural person  
            is punishable by a fine not exceeding $10,000, by imprisonment  
            in the county jail for a term not to exceed one year, or by  
            both that fine and imprisonment, or if by a business entity,  
            the violation is punishable by a fine not exceeding $50,000.   
            These penalties are cumulative to any other remedies or  
            penalties provided by law.  (Civil Code section 2944.7(b).)

          3)Provides that any person who engages, has engaged, or proposes  
            to engage in unfair competition shall be liable for a civil  
            penalty not to exceed $2,500 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, by any district attorney, by any county counsel  
            authorized by agreement with the district attorney in actions  
            involving violation of a county ordinance, by any city  
            attorney of a city having a population in excess of 750,000,  
            by any city attorney of any city and county, or, with the  
            consent of the district attorney, by a city prosecutor in any  








                                                                  AB 1730
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            city having a full-time city prosecutor, in any court of  
            competent jurisdiction.  (Business and Professions Code  
            section 17206.)

          4)Provides that in addition to the civil penalty otherwise  
            available, a person who violates the loan modification fee  
            statute is liable for a civil penalty up to $2,500 for each  
            violation where the victim is over the age of 65 or a person  
            with a disability, which may be assessed and recovered in a  
            civil action by a public prosecutor.  (Business and  
            Professions Code section 17206.1)

          5)Provides that any person who intentionally violates any  
            injunction prohibiting unfair competition, including the  
            mortgage loan modification fee statute, issued pursuant to  
            Section 17203 shall be liable for a civil penalty not to  
            exceed $6,000 for each violation.  (Business and Professions  
            Code section 17207.)

           FISCAL EFFECT  :  Unknown

           COMMENTS  :   

          According to the author,

               Mortgage loan modification fraud is a huge issue,  
               especially amongst unwitting senior citizens.  Due to the  
               deflation of real property values, either (1) the liens  
               securing the promissory note(s) for principal residential  
               property exceeds the value of the parcel or (2) the loans  
               which were made have resulted in mortgage payments beyond  
               the ability of the property owners to pay.  As a  
               consequence, individuals desperate to save their homes have  
               paid what little money they may still have in advance to  
               individuals who claim to be able to save the home by  
               obtaining a loan modification.  These individuals then take  
               the money, abandon the homeowners, and allow the property  
               to be sold at foreclosure."

          Under this bill, prosecutors would have the discretion to charge  
          mortgage loan modification violations as a felony - rather than  
          simply a misdemeanor, as permitted under existing law.  In other  
          words, the existing crime would be made a "wobbler."  In  
          addition to the criminal penalties, a public prosecutor may  
          bring an action for a violation and recover a civil penalty of  








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          $20,000 per violation.  In the event the victim is disabled or a  
          senior citizen the civil penalty would be $2,500 per violation  
          in addition to the $20,000 per violation penalty.  

          Existing law prohibits the acceptance of any advance fee in  
          assisting a homeowner with a loan modification.   This provision  
          became law in 2009 and was a result of a cottage industry of  
          scammers preying on struggling homeowners.  Many homeowners  
          faced the prospect of losing their home due to overpromised  
          results from loan modification scammers that would further  
          victimize the homeowner.   

          The foreclosure crisis has slowed since its heights, but  
          concerns still remain that these scams still exist.  The changes  
          called for in AB 1730 will assist prosecutors with bringing  
          actions and hopefully demonstrate, short of guillotine in the  
          public square, that perpetrators of these scams will face  
          serious consequences.


           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California District Attorneys Association (CDAA)
          Taxpayers for Improving Public Safety (TiPS)

           Opposition 
          
          None on file.
           
          Analysis Prepared by  :    Mark Farouk / B. & F. / (916) 319-3081