Monthly Summary of Mortgage Activities
Georgia Department of Banking and Finance 2990 Brandywine Road, Suite 200, Atlanta, GA 30341-5565
MAY 2001
Please review the enclosed list for details on licensee additions and deletions which occurred during May. The Mortgage Division received 57 applications for a new license or registration and 1 application for reinstatement of previously revoked or withdrawn license. Twenty-six licenses were either revoked or withdrawn during May. There were 2,843 current licensees/registrants as of May 31, 2001.
LICENSES ISSUED IN GEORGIA ARE SUBJECT
TO REVOCATION, WITHDRAWAL OR SUSPENSION.
TO VERIFY THE CURRENT STATUS OF A LICENSE CALL 770-986-1633
OR CHECK OUR WEB SITE AT http://www.state.ga.us/dbf/
In May, two regular mortgage broker/lender examinations were performed by the Mortgage Division examination team. Also, the Mortgage Division received 3,305 mortgage related telephone calls. Of these calls, 363 were verbal consumer inquiries; and 107 were verbal consumer complaints. The Division of Legal and Consumer Affairs, (770) 986-1633, is charged with the responsibility of handling legal inquiries and consumer complaints.
If you are a current licensee and would like to be notified when the Monthly Mortgage Summary is available on the Internet, please E-mail a message to dbfmort@dbf.state.ga.us. Be sure to include your license number and the name of your company in your message. If you do not have E-mail but do have a local Atlanta FAX number (area codes 770, 404, 678, or 800, or 888), have a 9600 or 14400 baud modem, are not currently receiving the Monthly Mortgage Summary by fax, and would like to have the Summary faxed to you, please send a fax to DBFMORT at the Department's Mortgage Division at 770-986-1029.
PER LOAN FEES - "Per loan" fees for the first half of 2001 are due by September 1, 2001. If you have reported the "per loan" fees to the Department during the past 12 months or if you hold a Georgia Residential Mortgage Lender license, you will be mailed a "per loan" fee reporting form in the near future. Please use this form to remit your fees. If you are a licensed mortgage broker or if you are exempt from licensing or registration a copy of the "per loan" fee reporting form can be found on our website or in Rule 80-5-1-.04 (2) issued by this Department. The fine for late filing of your Per Loan Fees is $1,000. These fines will be posted to the delinquent licensees on or after November 1, 2001. If you do not close the loan in your name, and your name is not on the security deed - you do not owe any "per
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loan" fees. Regardless of the volume of loans (even "0" loans closed), you should send in the fee report. Proper payment of these fees will be monitored by our examination team.
The ANNUAL LICENSE RENEWAL process is now underway. Renewal application forms for the fiscal year 2002 mortgage licenses were distributed beginning February 5, 2001. A $300 late fine was assessed against licensees who failed to return the renewal application form prior to April 1, 2001. As in prior years, all outstanding issues such as fines, fees, stale audits, complaint settlements, etc. must be resolved before your renewal license will be granted. Licensees who do not complete the renewal process by June 30, 2001, will have their licenses expire, and will have to cease operations. Lenders whose license expires will have to divest of Georgia residential loan portfolios. If you have not received your renewal application forms, please contact the Department immediately.
AUDITED FINANCIAL STATEMENTS - Lenders and some Brokers have licenses which are dependent upon the filing of current audited financial statements with this office. Those whose audits which are more than 15 months old may be subjected to fines and/or revocation of their license. It is the RESPONSIBILITY of the licensee, as professionals licensed to operate in the mortgage industry to insure that these audits are current AT ALL TIMES. Care must be taken to employ a CPA who has time to service your account in a manner so as to protect your license. Requests for an extension will not be granted. License renewals will not be granted for those licensees whose audits are not current. Please keep in mind that the net worth requirements in Georgia are predicated on tangible assets. Assets including but not limited to items such as "goodwill" and accounts "due from" shareholders, affiliated companies, directors or officers will not count as tangible assets.
REPEAT COMMENT:
LICENSING STANDARDS
The renewal process this year has revealed continuing problems with some of the CPA's who are performing audits for certain licensees who must demonstrate that they continue to meet licensing standards. Unfortunately, we have discovered several circumstances where CPA's are preparing "as instructed" audits. Apparently, no proper verification of assets is being performed in accordance with generally accepted auditing standards as prescribed by the Financial Accounting Standards Board of the American Institute of Certified Public Accountants. We have discovered CPA's certifying property values which are far in excess of a reasonable fair market value, and which are not supported by valid appraisals. We have discovered instances of CPA's certifying assets which are not even held in the name of the licensee. We have discovered CPA's certifying balances in financial accounts which do not remotely begin to resemble the actual balances which are (or have ever been) in an account. We have even seen instances where a CPA certified an audit of a "corporation" which was not even incorporated! Our examiners have been instructed to continue to perform independent verification of assets as a routine part of their examinations. Filing an audit (which is a condition of continued licensure for some licensees) with this Department which contains false statements or material misrepresentations of this nature is deemed to be a violation of Section 7-1-1013 (11) of the Georgia Residential Mortgage Act. It is possible and likely that such an action could result in termination of the license, either through revocation or expiration.
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On another issue, it appears that some individuals and companies who are licensed as mortgage brokers are acting in the capacity of a lender by funding loans in their name and not assigning the loan within 24 hours to a licensed lender. When this situation is discovered, the broker will be required to upgrade to a lender's license. This will result in the imposition of additional licensing fees for the period of time that the broker acted in the capacity of a lender, and fines for the loans which were funded in the name of the broker. The proper reporting schedules must also be completed. Should the broker not be able to meet licensing standards as a lender, the broker will be required to divest of any remaining loans being carried on their books, and the license will be subject to Revocation.
PLEASE NOTE:
Commissioner Bridges has appointed Drexel Beck as Acting Deputy Commissioner for Mortgage Affairs. This interim appointment is due to Robley Rigdon's long term military assignment to Bosnia, where he is serving as Assistant Division Commander in NATO's Multi National Division. Robley is expected to return to his DBF duties during the last quarter of 2001.
ID#
5727 5903 5903 5987 5987 7072 7072 7255 7255 7374 7374 12314 12314 12469 12469 13001 13001 13408 13408 13408 13556 13556 14887 14974 14974
FINES ASSESSED IN MAY 2001
ISSUE DATE
FINE REASON FINE
PAID DATE
COMPANY NAME
05/02/2001 BR
$250. 05/08/2001 Citizens Fidelity Mortgage Corp
05/03/2001 REN
$300. 06/14/2001 Mortgage Associated Lending
05/03/2001 NSF
$25. 06/14/2001 Mortgage Associated Lending
05/03/2001 REN
$300.
Lincolnshire Financial Group, Inc.
05/03/2001 NSF
$25.
Lincolnshire Financial Group, Inc.
05/24/2001 REN
$300.
National Credit Financial Consultants
05/24/2001 NSF
$25.
National Credit Financial Consultants
05/03/2001 REN
$300.
Security Home Construction, Inc.
05/03/2001 NSF
$25.
Security Home Construction, Inc.
05/14/2001 REN
$300.
Michael Anthony Grier
05/14/2001 NSF
$25.
Michael Anthony Grier
05/22/2001 REN
$300.
Hamilton Insurance Services
05/22/2001 NSF
$40.
Hamilton Insurance Services
05/14/2001 REN
$300.
Robert Olden Carter
05/14/2001 NSF
$25.
Robert Olden Carter
05/14/2001 REN
$300.
Valerie L. Harper
05/14/2001 NSF
$25.
Valerie L. Harper
05/30/2001 OTH
$13000.
First Stop Financial, Inc.
05/30/2001 FILE
$5500.
First Stop Financial, Inc.
05/30/2001 B&R
$3000.
First Stop Financial, Inc.
05/14/2001 REN
$300.
Fernando Barney
05/14/2001 NSF
$25.
Fernando Barney
05/16/2001 BR
$500. 05/24/2001 Primary Capital Advisors, LC
05/16/2001 UL
$4000.
Pyramid Home Loans
05/16/2001 B&R
$500.
Pyramid Home Loans
3
CITY ST
Marietta
GA
Decatur
GA
Decatur
GA
Decatur
GA
Decatur
GA
Norcross
GA
Norcross
GA
Stone Mountain GA
Stone Mountain GA
Lithonia
GA
Lithonia
GA
Duluth
GA
Duluth
GA
Jonesboro
GA
Jonesboro
GA
Atlanta
GA
Atlanta
GA
Decatur
GA
Decatur
GA
Decatur
GA
Lithonia
GA
Lithonia
GA
Atlanta
GA
Norcross
GA
Norcross
GA
14974 14974 14974 14974 14974 14974 15120 15278 15278 15290 15290 15290 15290 15725 15725 15921 15921 15974 15974 16281 16281
05/16/2001 B&R 05/16/2001 FILE 05/16/2001 FILE 05/16/2001 FILE 05/16/2001 FILE 05/16/2001 B&R 05/17/2001 B&R 05/03/2001 REN 05/03/2001 NSF 05/17/2001 FILE 05/17/2001 B&R 05/17/2001 B&R 05/17/2001 B&R 05/14/2001 REN 05/14/2001 NSF 05/14/2001 REN 05/14/2001 NSF 05/14/2001 REN 05/01/2001 NSF 05/14/2001 REN 05/14/2001 NSF
$500. $1000. $1500.
$500. $500. $500. $500. $300. $25. $1500. $500. $500. $500. $300. $25. $300. $25. $300. $25. $300. $25.
Pyramid Home Loans Pyramid Home Loans Pyramid Home Loans Pyramid Home Loans Pyramid Home Loans Pyramid Home Loans Bottom Line Lending, Inc. Erica Peterson Erica Peterson ABC Mortgage Services, Inc. ABC Mortgage Services, Inc. ABC Mortgage Services, Inc. ABC Mortgage Services, Inc. Donald L. Young Donald L. Young Ernest Stuart VanHoozer Ernest Stuart VanHoozer Barbara Jean Shamlin Barbara Jean Shamlin T.L.H. Mortgage Corporation T.L.H. Mortgage Corporation
1099 B&R BR CD CIC EMP FEE FEL
*FINE REASON
1099 employees
Books & records
FILE
Unapproved branch
LAR
Violation of Cease & Desist Order NSF
Acq. of 25% ownership without REL
approval
REN
Employer under C&D or revocation UL
$6.50 fees not paid
OTH
Employment of a felon
Loan files not properly maintained Late filing Written Annual Report Check returned for insufficient funds Relocation of office without notice Renewal filed late Doing business with unlicensed entity Miscellaneous other
Norcross
GA
Norcross
GA
Norcross
GA
Norcross
GA
Norcross
GA
Norcross
GA
Augusta
GA
Snellville
GA
Snellville
GA
Augusta
GA
Augusta
GA
Augusta
GA
Augusta
GA
Carrollton
GA
Carrollton
GA
Carrollton
GA
Carrollton
GA
Stone Mountain GA
Stone Mountain GA
Norcross
GA
Norcross
GA
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LICENSEES/REGISTRANTS REVOKED, EXPIRED, SUSPENDED, WITHDRAWN OR DENIED
IN MAY 2001
ID#
NAME
CODE REVOKED EXPIRED SUSPENDED WITHDRAWN
5620 METROPOLITAN MTG CORP B
05/15/2001
5624 MCNATT & MALONE MTG CO B
05/04/2001
6490 MALONE MTG CO
L
05/11/2001
6595 EXTRACO MTG CORP
L
05/22/2001
6664 AMCASH MTG INC
B
05/04/2001
7014 RESIDENTIAL MONEY
L
CENTERS
05/25/2001
12198 MUTUAL HOME MTG INC
B
05/22/2001
13077 OLD WORLD FINL SVCS INC B
05/15/2001
13267 DS & CE MTG CONSULTANTS B
05/21/2001
13352 CENTURY FINL GROUP
L
05/10/2001
14750 SMC MTG GROUP
L
05/02/2001
14855 NEW DAWN FINANCING
B
05/21/2001
14908 MIKE PRINCE & ASSOC
B
05/15/2001
14920 ULTIMATE MTG GRP, LLC
B
05/10/2001
15103 DIAMOND LENDERS GRP
B
CORP
05/15/2001
15143 MTG ONE FINL SVCS
B
05/15/2001
15181 EMMESS MTG CO LLC
B
05/10/2001
15418 AMERICAN SKYCORP, INC. L
05/21/2001
15453 ODOM, ROBIN L
B
05/15/2001
15462 EVERDRY WATERPROOFING B
05/15/2001
15501 PROVIDENT MTG CO
B
05/10/2001
15627 PREMIUM FINL SVCS, INC
B
05/23/2001
15663 COUNTRYWIDE MTG INC
B
05/30/2001
15758 UNIVERSAL FUNDING GRP B
05/08/2001
DENIED
TOTAL: 24
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LICENSEES/REGISTRANTS APPROVED OR REINSTATED IN MAY 2001
ID# COMPANY NAME
CITY
ST MB CODE ORIGINAL APPROVAL RENEWAL REINSTATED
11579 Fidelity Funding Mtg Corp. +
RICHARDSON TX B
05/10/1996 05/04/2001
16384 Select Financial Group, Inc.
KENNESAW
GA B
05/04/2001 05/04/2001
16409 World Resource Mortgage, LLC
NEWNAN
GA B
05/04/2001 05/04/2001
16410 Compass Financial Services, Inc. FAYETTEVILLE GA B
05/04/2001 05/04/2001
16411 Triple J Homes
CARROLLTON GA B
05/04/2001 05/04/2001
16438 Lighthouse Lending
AUGUSTA
GA B
05/04/2001 05/04/2001
16391 Trimark Funding Inc.
ANAHEIM
CA B
05/11/2001 05/11/2001
16400 Sunrise Financial, Inc.
CHICAGO
IL B
05/11/2001 05/11/2001
16431 United Mortgage Funding
DORAVILLE
GA B
05/11/2001 05/11/2001
16441 Barry L. Weatherly
MACON
GA B
05/11/2001 05/11/2001
6405 Wall Street Capital Funding +
CONYERS
GA B
06/23/1993 05/18/2001
15349 NovaStar Home Mtg, Inc.+
WESTWOOD
KS L
01/21/2000 05/18/2001
16051 American Money Company
CHARLOTTE
NC L
05/18/2001 05/18/2001
16303 RLI Mortgage Services, LLC
PEORIA
IL L
05/18/2001 05/18/2001
16395 South Street Mortgage, Inc.
LILBURN
GA B
05/18/2001 05/18/2001
16412 Sharp Mortgages, Inc.
JACKSONVILLE FL B
05/18/2001 05/18/2001
16413 J And R Financial Group, Inc.
CLAYTON
GA L
05/18/2001 05/18/2001
16429 First Capital Financial
SUWANEE
GA B
05/18/2001 05/18/2001
16434 25 Hours A Day, Inc
OMAHA
NE B
05/18/2001 05/18/2001
16437 Carpet Showcase, Inc.
DALTON
GA B
05/18/2001 05/18/2001
16449 Equity Atlanta
NEWNAN
GA B
05/18/2001 05/18/2001
11588 HomeComing Finl Network, Inc.# MINNEAPOLIS MN R
05/10/1996 05/25/2001
16069 Skye Mortgage Group, LLC +
FRANKLIN
TN B
09/08/2000 05/25/2001
15657 NCS Mortgage Lending Company NORCROSS
GA R
05/05/2000 05/11/2001
05/11/2001
6018 Realty Mortgage Corporation
JACKSON
MS L
06/21/1993 05/18/2001
05/18/2001
13376 Ernest H. Abernethy, Jr.
ATLANTA
GA B
03/27/1998 05/18/2001
05/18/2001
12897 Buckhead Mortgage
DECATUR
GA B
10/03/1997 05/25/2001
05/25/2001
TOTAL: 27
B = BROKER L = LENDER R = REGISTRANT
* Upgrade Broker to Lender + Downgrade Lender to Broker
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