Inside this Issue
2
Continuing Education
Requirements
2
Background ChecksNew Time
Requirements
2
Surety Bond Requirement
Reminder
3
More On-line Applications
3
Outstanding Orders on Employees
4
Notificants On-line Reporting
5
Administrative Actions & Issues
Monthly Summary of Mortgage Activities
Georgia Department of Banking & Finance
FOR THE PERIOD ENDING
August 2005
SUMMARY OF ACTIVITIES
MORTGAGE DIVISION
WEB SITE: www.state.ga.us/dbf STAFF: www.state.ga.us/dbf/staff.html
2990 Brandywine Road Suite 200
Atlanta, GA 30341 Phone: (770) 986-1269
Fax: (770) 986-1029
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News Items
CONTINUING EDUCATION REQUIREMENTS
A significant change in the regulations involves the implementation of an annual continuing education (CE) requirement for brokers. Significant portions of the requirement are as follows:
Hours Required: Brokers must obtain 12 hours of continuing education in a 12 month period prior to the annual renewal deadline.
Qualifying Attendees: the qualifying attendee will be the individual owner of the licensee, or a person designated and employed by the licensee as the primary supervisor or manager of the business.
Qualifying Courses: Courses
approved by mortgage
related state and federal
regulatory agencies, NAMB,
state and federally regulated
lenders and affiliates, and
other approved providers.
Courses consisting of
monthly
association
meetings,
conventions,
seminars or those provided
through electronic means,
will qualify as continuing
education hours, provided
the subject meets the
requirements of the rule.
Course Content: Generally course material must pertain
to state and federal rules
and regulations on the
mortgage industry, the
brokering process, loan
application
processing,
proper loan documentation,
and, in general, operating a
mortgage brokering business
in Georgia. NOTE-At least
one hour shall be concentrated
on fraud detection and
prevention annually.
Proof of Training: Licensees must maintain course documentation as noted in the rule, i.e. name of course, provider, date, etc., and must maintain such documentation for a period of 5 years. Approved Georgia in-state education providers must maintain lists of attendees for 2 years.
Fine: Licensees who apply for renewal, but who have failed to meet the continuing education requirements will be fined $1,000, and will have from April 1 to June 30 prior to the new fiscal year licensing period starting July 1 of each year to obtain CE credits, or their license can not be renewed.
The requirement for CE hours will begin with the FY 2008 licensing period (April 1, 2007 renewal). As such, licensees will have from January 1, 2006 through April 1, 2007 to obtain credits. After that initial period, April 1 through March 31 will be the period each year to obtain CE hours. To qualify for renewal if you failed to obtain credit during that period, you will have from April 1 to June 30 to make up the credits, but will receive a $1,000 fine for failure to obtain credit in the qualifying 12
months for that renewal period. If the CE hours are then not obtained in the make-up period, the renewal will not be approved.
BACKGROUND CHECKSNEW TIME REQUIREMENT
Regulation
80-11-1-.05(1)
regarding background checks on
covered employees was revised
to require that all employers
submit background information
to the proper authorities
promptly upon initial hire in
order to meet the 90 day
requirement to complete the
checks on new employees.
Therefore, the new requirement
states that employers must
submit the information to the
proper authorities within 10
business days of initial hire.
A fine of $1,000 is imposed if the 10 business day filing requirement is not met and an employee is found to be disqualified under Code Section 7-1-1004.
SURETY BONDS REQUIREMENT REMINDER
To those licensees who still have a qualifying audit in place, please be advised that once the audit expires for licensing purposes and no surety bond is provided, the licensee will be issued a cease and desist order and their license will expire 20 days after the issuance of the order if no bond is subsequently provided. As a reminder, please read below:
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GRMA Requirements
Due to changes in the Georgia Residential Mortgage Act made in the 2005 legislative session, all licensees must now have a surety bond in place in order to meet the financial requirements for licensing. This means a bond (or letter of credit) in the amount of $50,000 for brokers and $150,000 for lenders. The bond must be on the Department approved bond form available from the website. The HUD approved broker/lender category no longer exists for any type of licensee.
For those lenders and HUD approved brokers who were still able to use their audited financials for the FY 2006 renewal period, please note that, when your existing audit expires, you must provide a qualifying surety bond to replace those audited financials.
If you fall into the expiring category noted above, you will receive a letter from the Department indicating that your audit is expiring and the bond is required. You may not submit new audited financials and maintain your license. Failure to provide a bond will result in the revocation of your existing license for failure to maintain the financial qualifications required for the license.
INSURER Requirements
The new requirement for all licensees to have a bond exposes insurers to potentially more risk in a narrow market, and therefore many of these bonding companies have chosen to tighten their underwriting and credit standards.
A review of the procedures utilized by some bonding companies indicates they have chosen to more closely analyze credit scores, outstanding liens and judgments, and the liquidity available in the financial position of the insured. Based on the bonding company's underwriting standards and analysis, licensees are then offered a rate plan, at which point they may then choose to accept or reject the insurance plan offered through that company.
These financial requirements are a business decision by the bonding company for protection of their business and/or that of the sureties with whom they work.
Should you wish to seek further
assistance or feel that you have
additional issues or concerns
with regard to the plan as
offered by a company, please
contact
the
Insurance
Commissioner's Office at (404)
656-2070 or email at:
inscomm@mail.oci.state.ga.us.
MORE ON-LINE APPLICATIONS
The following on-line functions are now available as noted:
We encourage you to take
advantage of these new on-line
applications. They save time,
paper, prevent transcription
errors, and ensure that the
correct
information
is
maintained for your license.
Other Items
OUTSTANDING ORDERS EMPLOYEES
As you know, licensees have the responsibility to check the Department's website to ensure their potential employees do not have an outstanding Cease & Desist Order issued by the Department.
Licensees should also be aware that if an employee/prospective employee has an outstanding Consent Order, then the licensee should ask the employee for a copy of the Order to determine exactly what restrictions have been placed on that employee or potential employee regarding working in the industry.
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NOTIFICANTS
REPORTING CHANGES
ON-LINE
Under the GRMA, any wholly owned subsidiary of any lender described in paragraph Code Section 7-1-1000 (1) shall be subject to the filing of a notification statement in order to facilitate the department's handling of consumer inquiries.
The notification requirements are contained in Code Section 71-1003.4. Any subsidiary which fails to file the notification statement or keep the information current will immediately be subject to the registration requirements of Code Section 7-1-1003.3
To facilitate this reporting, the Department has provided an online update system, as noted in the "On-Line" section above.
So, to use the system, notificants apply on-line for activation of a password. This step is made to ensure that only authorized personnel have access to the data for that notificant.
The following day after application for the password has been made, Mortgage Division personnel will verify the information provided by the applicant for password access, and if all data is validated, then the password will be activated.
Mortgage Division will then notify the notificant of their password at the e-mail address provided by the applicant when applying for the password. This password is good for subsequent changes. Should the password ever be forgotten or compromised, the user can go on-line for a reminder or to reapply.
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Administrative Actions and Issues
CEASE AND DESIST ORDERS Issued
ABC Mortgage Services, Inc. Augusta, GA (license 15290) Cease and Desist Order issued July 22, 2005 became final on August 21, 2005.
AMB Brokers, LLC, Alpharetta, GA (license no. 18511) Cease and Desist Order issued July 20, 2005 became final on August 18, 2005.
Butler, Shonta Y., Smyrna, GA Cease and Desist Order issued July 29, 2005 became final on August 19, 2005.
Eshmon, Taamiah, Stone Mountain, GA Cease and Desist Order issued July 20, 2005 became final on August 10, 2005.
Ewing, Terry Lynn, Lilburn, GA Cease and Desist Order issued July 29, 2005 became final on August 19, 2005.
Lawson, Ruth C., Flowery Branch, GA (license no. 18636) Cease and Desist Order issued July 20, 2005 became final August 18, 2005.
Lee, Veronica, Statesboro, GA Cease and Desist Order July 25, 2005 became final on August 25, 2005.
Liberty Mortgage Capital, Inc., Atlanta, GA Cease and Desist Order July 20, 2005 became final on August 20, 2005.
Nash, Samantha, Atlanta, GA Cease and Desist Order July 29, 2005 became final on August 19, 2005.
Nationwide Realty & Mortgage, Inc., Marietta, GA (license no. 19939) Cease and Desist Order issued July 22, 2005 became final August 20, 2005.
Ocean West Enterprise, Inc. dba Ocean West Funding, Tustin, CA (license no. 12746) Cease and Desist Order issued July 7, 2005 became final August 7, 2005.
Park West Mortgage, Inc, Atlanta, GA license no. 15698) Cease and Desist Order issued July 19, 2005 became final August 17, 2005.
Smith Enterprises, Inc. dba Smithstone Mortgage Service, Hogansville, GA (license 6648) Cease and Desist Order issued July 18, 2005 became final on August 14, 2005.
Universal Funding Enterprises (Veronica Lee), Statesboro, GA Cease and Desist Order issued July 22, 2005 became final on August 22, 2005.
_____________________________________________________________________________________
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CEASE AND DESIST ORDERS Lifted None
FINAL CONSENT ORDERS Issued American Home Loan Corp., Suwanee, GA (license no. 16704) - Consent Order issued August 11, 2005, became final on August 11, 2005. Morris, E. David, Atlanta, GA Consent Order issued August 1, 2005, became final on August 1, 2005. Ashton, James D., Gainesville, GA Consent Order issued August 11, 2005, became final on August 11, 2005.
SUPERIOR COURT INJUNCTIONS None
FINE PUBLICATION
Information regarding fines assessed against a specific licensee and against whom there are no pending administrative actions, is available on an individual licensee basis by submitting a written request to the following e-mail address: dbfmort@dbf.state.ga.us
FINE REASON
5 Licensees fined for Advertising Violations 1 Licensee fined for Background Checks
Violations 3 Licensees fined for Books & Records 2 Licensees fined for Unapproved Branch 3 Licensee fined for Unapproved Branch Manager
4 Licensees fined for Loans Files not properly maintained 1 Licensee fined for GaFla Violations 2 Licensees fined for Check returned for Insufficient funds 3 Licensees fined for Prohibited Act 1 Licensee fined for Doing business w/ Unlicensed Entity
________________________________________________________________________________________________________
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LICENSEES/REGISTRANTS REVOKED, EXPIRED, SURRENDERED, WITHDRAWN OR DENIED IN AUGUST 2005
ID# NAME
CODE
5738 MCCAUGHAN MTG CO INC
LD
6648 SMITH ENT INC
BD
14715 FIRST CAPITAL MORTGAGE
BD
& ASSOCIATES, INC.
15265 OCWEN INC
BD
15290 ABC MTG SVCS INC
BD
15698 PARK W MTG INC
BD
16704 AMER HM LOAN CORP
BD
17939 RHR MTG AMER LLC
LD
18511 AMB BROKERS LLC
BD
18636 LAWSON, RUTH C
PD
19939 NATIONWIDE REALTY & MTG BD I
TOTAL: 11
REVOKED EXPIRED SURRENDERED
08-19-2005
08-14-2005
08-21-2005 08-17-2005
08-18-2005 08-18-2005 08-20-2005
08-11-2005
WITHDRAWN 08-08-2005
08-29-2005
08-26-2005
DENIED
LICENSEES/REGISTRANTS APPROVED OR REINSTATED IN AUGUST 2005
ID#
20269 20322 20422 20493 20524 20539 20543 20553
20576 20595 20596 20597 20643 19823 20459 20473 20575 20584 20619 20620 20623
COMPANY NAME
CITY
Pacific Reverse Mortgage, Inc. The Mortgage Zone, Inc. (NY) SunnyMTG.com 866-768-CASH Amherst Funding Group, L.P. AmStar Financial Mortgage, Inc. ACT Lending Corporation Central Fidelity Mtg Corp Melanie W. Walburg
San Diego Melville Pompano Beach Austin Atlanta Sunrise Atlanta Dawsonville
Mortgage SuperStore, Inc. Sandra B. Brand First Choice Mortgage & Capital AC K Edwai rds Tax & Finl Svcs Atlanta Primary Home Mtg, Inc. Resurgens Capital Mtg, LLC * American Mtg Corp of S AL Allegiance Mortgage, Inc. Broker's Home, LLC Platinum Mortgage, Inc. (AL) Grassroots Mortgage, Inc. Evergreen Home Finance, LLC Shelby Ernest Kervin
Boca Raton Alpharetta Lithonia Hampton Alpharetta Atlanta Foley Chattanooga Metairie Madison Stone Mountain Lilburn Atlanta
MB
ORIGINAL
ST CODE APPROVAL RENEWAL REINSTATED
CA
L
NY
B
FL
B
TX
L
GA
B
FL
L
GA
B
GA
B
08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005
08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005
FL
L
GA
P
GA
B
GA
B
GA
B
GA
L
AL
B
TN
B
LA
B
AL
L
GA
B
GA
B
GA
B
08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 12-24-2004 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005
08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-05-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005
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LICENSEES/REGISTRANTS APPROVED OR REINSTATED IN AUGUST 2005
ID# COMPANY NAME
CITY
20639 20645 20648 20649 20656 20657 20673 20509 20531 20592 20624 20625 20626 20633 20637 20653 20654 20669 20672 20685 20703 20534 20582 20598 20614 20621 20636 20655 20701 18695 19097
Residential Lending of MD Diversion Enterprises, LLC
Calverton Suwanee
Easy Home Loans, Inc.
Rincon
Kerling Menard Eldred
Lithonia
Real Property Mtg Co, LLC
Decatur
Benjamin Scott Terry
Macon
Shades Of Green Mtg Co
Locust Grove
Clayton Peters and Assoc, Inc. Towson
Joseph Mann, Jr.
Columbus
Will Daniel Wren
Duluth
Yolanda Rivera
Atlanta
Dreamland Mortgage, LLC
Ellenwood
First Mutual Home Loans Corp Atlanta
AZ Mortgage Service, LLC
Chamblee
James F. Partlowe
Gainesville
NorthPoint Capital
Roswell
Ryan David Luelf
Atlanta
Hargrow & Associates, Inc.
Ann Arbor
Assurance Financial Group, LLC Baton Rouge
First Integrity Lending, LLC
Lawrenceville
EBS Mortgage, LLC
Winston
United Mtg & Loan Inv, LLC
Charlotte
Hunter Financial Group, LLC
Tempe
Mtg Professionals, Inc. (DE)
Hatboro
Tristone Financial, LLC
Alpharetta
Labrescia Dawson
Lawrenceville
Amanda Reeves Palmer
Donalsonville
Platinum Mtg Funding of FL, Inc. Naples
Clocktower Mortgage Company, Rome
BI ach Consulting, Inc.
Destin
Structured Mtg Svcs, Inc.
MARIETTA
TOTAL: 52
MB
ORIGINAL
ST CODE APPROVAL RENEWAL REINSTATED
MD
L
GA
B
GA
B
GA
B
GA
B
GA
B
GA
B
MD
B
GA
B
GA
B
GA
B
GA
B
GA
B
GA
B
GA
B
GA
L
GA
B
MI
B
LA
B
GA
B
GA
B
NC
L
AZ
L
PA
L
GA
B
GA
B
GA
B
FL
B
GA
B
FL
B
GA
B
08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 10-03-2003 02-27-2004
08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-12-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-19-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-26-2005 08-19-2005 08-26-2005
08-19-2005 08-26-2005
MB CODES B = BROKER L = LENDER R = REGISTRANT
*
Upgrade Broker to Lender
+
Downgrade Lender to Broker
#
Upgrade Lender to Registrant
Downgrade Registrant to Lender
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