Monthly Summary of Mortgage Activities
Georgia Department of Banking & Finance
Inside this Issue
2
Georgia's "Wet Funding" Statute
2
Continuing Education
Requirements
3
Background ChecksNew Time
Requirements
3
Fraud Reminder
3
Outstanding Orders: Cease & Desist vs
Consent Orders
3
FACTA-Record Disposal Rule
OTHER ITEMS
4
Audit Submission E-mail Addresses
New URLA (1003)
5
Administrative Actions & Issues
Check for
Web Outstanding C&D and Consent Orders
2990 Brandywine Road Suite 200
Atlanta, GA 30341 Phone: (770) 986-1269
Fax: (770) 986-1029
FOR THE PERIOD ENDING
September 2005
SUMMARY OF ACTIVITIES
MORTGAGE DIVISION
WEB SITE: www.state.ga.us/dbf STAFF: www.state.ga.us/dbf/staff.html
1
. . . . . . . . . . . . . . . . . . .
News Items
GEORGIA'S "WET FUNDING" STATUTE
Licensees are reminded to
review the provisions of Title 44
of the Official Code of Georgia
("O.C.G.A."),
specifically
O.C.G.A. Section 44-14-13, the
"wet funding" statute, which
addresses the loan funding
requirements in Georgia. Title
44 sets the funding requirements
for loans involving purchase
money loans or refinance loans
involving residential real estate,
stating that "the lender shall at
or before the loan closing
deliver loan funds to the
settlement agent either in the
form of collected funds or in the
form of a negotiable instrument
...." It is obvious from this that
loans that are "closed" must be
funded. This code section also
calls for substantial actual and
punitive monetary penalties to
be paid to the borrower in the
event that this section is
violated. Modifications to loan
agreements or documents which
in essence extend this time
period by the lender, particularly
to benefit licensees in those
states without wet funding
provisions, would appear to
possibly violate the provisions of
this code section.
In addition, Rule 80-11-3-.01 (19) states that "The GRMA in O.C.G.A. Section 7-1-1013 (3) prohibits failure to `disburse funds in accordance with a written commitment or
agreement to make a mortgage loan'. If the department finds... that a lender or a broker acting as a lender has failed to disburse funds in accordance with closing documents, which include legally binding executed agreements indicating a promise to pay and creation of a security interest, a fine of $5,000 per transaction may be imposed.
CONTINUING EDUCATION REQUIREMENTS
Just in case you
missed the new
requirements for broker
continuing education, here are
the highlights. For more details
see Department Rule 80-11-4-
.01 - Initial Experience and
Education
Requirements;
Continuing Education.
Hours Required: Brokers must obtain 12 hours of continuing education in a 12 month period prior to the annual renewal deadline.
Qualifying Attendee: Is the individual owner of the licensee, or an employee serving as the primary supervisor or manager of the business.
Qualifying Courses: Those
approved by mortgage
related state and federal
regulatory agencies, NAMB,
state and federally regulated
lenders and affiliates, and
other approved providers.
Includes monthly association
meetings,
conventions,
seminars or those courses
provided through electronic
means, provided the subject
meets the requirements of the rule.
Course Content: 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 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). Licensees will have from January 1, 2006 through April 1, 2007 to obtain initial credits. After that period, April 1 through March 31 will be the period each year to obtain CE hours. Licensees who fail to obtain credit during that period, 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
2
. . . . . . . . . . . . . . . . . . . ..
not obtained in the make-up period, the renewal will not be approved.
BACKGROUND CHECKSNEW TIME REQUIREMENT
Reminder that Regulation 80-111-.05(1) regarding background checks on covered employees was revised. All employers must submit background information to the proper law enforcement authorities promptly upon initial hire in order to meet the 90 day review requirement. Therefore, the new requirement states that employers must submit the information to the proper law enforcement 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.
FRAUD REMINDER
As fraud continues to be a major problem in the mortgage industry, and with more arrests and convictions taking place, it may be beneficial to again provide licensees the information from the Federal Financial Institutions Examination Council (FFIEC) on fraud prevention and detection.
The white paper entitled "The Detection, Investigation, and Deterrence of Mortgage Loan Fraud Involving Third Parties", provides guidance on the establishment of procedures and best practices to detect and prevent mortgage fraud. The report also identifies mortgage fraud red flags and discusses
ways to stop it. The information is available on the following website: http://www.ffiec.gov/exam/whi tepapers.htm
OUTSTANDING ORDERS: CEASE & DESIST VS CONSENT ORDERS
Licensees have the responsibility to check the Department's website to ensure their potential employees do not have an outstanding Cease & Desist or Consent Order issued by the Department. It is important to note the following regarding Orders issued by the Department.
A Cease and Desist Order
issued to an individual or
other person (company) not
licensed by the Department
keeps that person from
working in the industry for a
three
year
period,
commencing from the date
the order became final.
Licensees against whom a Cease and Desist Order has been issued are able to continue operating in the industry. These orders are generally issued to effect changes in business practices in lieu of license revocation. An exception would be a C&D issued for failure to meet financial standards for licensing. Failure to meet the standard results in expiration of a license if not corrected.
Often employees of licensees or the companies themselves are issued Consent Orders. The purpose of the order is
similar to that of a Cease and Desist Order against a licensee. However, these have specific terms and conditions which must be met by the person receiving the Order, and often the terms are such that a person may not work in the industry for a specified period of time, may work but may not hold specific positions, etc.
Licensees should check for outstanding Orders on the web at: http://www.state.ga.us/dbf/cdo rders.html
You need to be aware that if a prospective employee has an outstanding Consent Order, then request a copy of the Order from the Department to determine exactly what restrictions have been placed on that employee or potential employee regarding working in the industry.
FACTA- RECORD DISPOSAL RULE
A reminder regarding disposal of sensitive consumer information:
Effective June 1, 2005, the FACTA Disposal Rule required businesses and individuals to take appropriate measures to dispose of sensitive information derived from consumer reports.
The Rule applies to people and both large and small organizations that use consumer reports, including lenders; employers, landlords, and mortgage brokers.
The standard for the proper disposal of information derived
3
. . . . . . . . . . . . . . . . . . . ..
from a consumer report is flexible, and allows the organizations and individuals covered by the Rule to determine what measures are reasonable, based on the sensitivity of the information, the costs and benefits of different disposal methods, and changes in technology.
The FTC has issued a new publication, "New Rule Seeks to Protect Privacy by Requiring Proper Disposal of Sensitive Consumer Information," to educate businesses about the new requirements, available at: www.ftc.gov/bcp/conline/pubs/ alerts/disposalalrt.htm
Other Items
AUDIT SUBMISSION
As you know, the financial standards for licensing were changed with this legislative session. All licensees and registrants, brokers and lenders, must now provide a surety bond.
As a result, submission of audited financial statements to the Department is no longer required.
For those lenders and HUD approved brokers who were still able to use their audited financials for the FY 2006 renewal period, and any other company that has historically provided financial statements as a matter of practice, please note that submission is not required, and the Department asks that you do not send in your financial statement.
Financial statement information is still required for applicants for new licenses.
In addition, Department examiners will continue to review the financial information of the licensee for compliance with Regulation 80-11-2-.02 (g).
E-MAIL ADDRESSES
The Department would like to
remind all licensees that much of
our communications with
licensees is now done via e-mail.
In order for licensees to have the
latest information and for the
Department to contact you on a
timely basis, we need your
current
e-mail
address
information. Changes can be
made on-line for the main
contact receiving mail, for the
complaint contact, and for the
registered agent for service.
We urge you to keep this information current. Please make all updates at:
https://bkgfin.dbf.state.ga.us/Mortg ageDocs/MBContactChng.html
REVISED UNIFORM RESIDENTIAL LOAN APPLICATION (1003)
The U.S. Department Of Housing And Urban Development, in its MORTGAGEE LETTER 2005-39, announced the issuance of a revised loan application form (Fannie Mae Form 1003).
The Uniform Residential Loan Application (URLA), is shared by Fannie Mae, Freddie Mac, the Department of Veterans Affairs, Rural Housing Services, and the Federal Housing Administration
(FHA). Mortgagees may begin using the revised form immediately but must use the new URLA for all loan applications taken on or after July 1, 2006. There are no data changes to the form.
Information and a copy of the form are available from the following website:
http://hudclips.org/sub_nonhud /cgi/nph-brs.cgi?d=MLET&s1=0539$%5BNO%5D&SECT5=MLET&SEC T1=TXTHLB&l=50&u=../cgi/news doc_run.cgi&p=1&r=1&f=G
4
. . . . . . . . . . . . . . . . . . . ..
Administrative Actions and Issues
CEASE AND DESIST ORDERS Issued
Argent Mortgage Company, LLC, Orange, CA (license 17408) Cease and Desist Order issued August 16, 2005 became final on September 6, 2005.
Bottomline Mortgage, Inc., Monrovia, CA (license no. 13906) Cease and Desist Order issued September 1, 2005 became final on September 22, 2005.
Brinkley, Mitchell III, Macon dba Riverside Brokers, Macon, GA (license no. 18014) Cease and Desist Order issued September 1, 2005 became final on September 30, 2005.
Capital One Mortgage Corporation, Duluth, GA (license no. 14157) Cease and Desist Order issued August 3, 2005 became final on September 1, 2005.
City First Mortgage, Inc. Alpharetta, GA (license no. 17101) Cease and Desist Order issued August 9, 2005 became final September 7, 2005.
Destiny Capital Mortgage Bank, Inc, Irving, TX Cease and Desist Order issued August 8, 2005 became final September 8, 2005.
Dickerson, Brenda dba Dickerson Mortgage, Macon, GA Cease and Desist Order issued August 19, 2005 became final September 19, 2005.
Foundation Mortgage Corporation, Villa Rica, GA (license no. 6182) Cease and Desist Order issued August 18, 2005 became final on September 20, 2005.
Help U Find A Mortgage, Hiawassee, GA Cease and Desist Order issued August 18, 2005 became final September 18, 2005.
Jaa, Teal E. dba InStone Mortgage Services, East Point, GA (license 19439) Cease and Desist Order issued August 18, 2005 became final on September 20, 2005.
Lighthouse Funding Corporation, Tustin, CA (license 13834) Cease and Desist Order issued September 1, 2005 became final on September 22, 2005.
Lorimer, Andrew, Atlanta, GA Cease and Desist Order issued September 6, 2005 became final September 27, 2005.
Matisse, Inc., Doraville, GA (license no. 19634) Cease and Desist Order issued August 26, 2005 became final September 27, 2005.
Matrix Investment Corporation, Groton, CT (license no. 16681) - Cease and Desist Order issued September 1, 2005 became final September 22, 2005.
New Horizon Mortgage Group, Inc. Snellville, GA (license no. 18469) Cease and Desist Order issued August 17, 2005 became final September 14, 2005.
5
. . . . . . . . . . . . . . . . . . ..
Parker/Wilson, Mary, Powder Springs, GA Cease and Desist Order issued August 29, 2005 became final on September 20, 2005.
Powell, Donna, Atlanta, GA Cease and Desist Order issued August 24, 2005 became final on September 14, 2005.
Southwestern Mortgage Co., Atlanta, GA (license 19640) - Cease and Desist Order issued August 3, 2005 became final on September 1, 2005.
Wall Street Brokers, Inc., Riverdale, GA (license no. 15098) Cease and Desist Order issued August 3, 2005 became final on September 1, 2005.
White, Paulette, Stone Mountain, GA Cease and Desist Order issued August 18, 2005 became final on September 8, 2005.
Williams, Glenda Cease and Desist Order issued September 6, 2005 became final September 27, 2005.
_____________________________________________________________________________________
CEASE AND DESIST ORDERS Lifted None
_____________________________________________________________________________________
FINAL CONSENT ORDERS Issued Boswell, Damon, Atlanta, GA Suwanee, GA - Consent Order issued September 8, 2005 became final on September 8, 2005. Morton, Candis, National City, CA Consent Order issued September 8, 2005 became final on September 8, 2005. Mortgage Partners, Inc., Atlanta, GA Consent Order issued September 8, 2005 became final on September 8, 2005.
SUPERIOR COURT INJUNCTIONS None
6
. . . . . . . . . . . . . . . . . . ..
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
7 Licensees fined for Advertising Violations 3 Licensees fined for Unapproved Branch 1 Licensee fined for failure to respond to
Consumer Complaint
FINE REASON
1 Licensee fined for failure to respond to Consumer Complaint
78 Licensees fined for failure to pay $6.50 Fees 3 Licensees fined for Unapproved Branch Manager
________________________________________________________________________________________________________
LICENSEES/REGISTRANTS REVOKED, EXPIRED, SURRENDERED, WITHDRAWN OR DENIED IN SEPTEMBER 2005
ID# NAME
6182 FOUNDATION MTG CORP 13834 LIGHTHOUSE FUNDING 14157 CAP ONE MTG CORP 15098 WALL ST BROKERS INC 16681 MATRIX INV CORP 17101 CITY FIRST MTG INC 18014 BRINKLEY, MITCHELL III 18469 NEW HORIZON MTG GRP 18635 MTG PARTNERS INC 18740 DIRECT FUNDING INC 19221 PRATHER, MARY ELLEN 19439 JAA, TEAL E 19634 MATISSE INC 19640 SOUTHWESTERN MTG CO
TOTAL: 14
CODE
BD LD BD BD LD BD BD BD LD BD BD BD BD BD
REVOKED
EXPIRED 09-20-2005 09-22-2005 09-01-2005 09-01-2005 09-22-2005 09-07-2005 09-30-2005 09-14-2005
09-20-2005 09-27-2005 09-01-2005
SURRENDERED
WITHDRAWN
09-13-2005 09-08-2005 09-13-2005 09-16-2005
DENIED
LICENSEES/REGISTRANTS APPROVED OR REINSTATED IN SEPTEMBER 2005
ID# COMPANY NAME
CITY
14303 Access Financial Group, Inc. * 20320 New Century Mtg Ventures, LLC 20551 A Plus Financial, Inc. 20574 William D. Runion, Jr.
McDonough Irvine Duluth Duluth
MB
ORIGINAL
ST CODE APPROVAL RENEWAL REINSTATED
GA
L
CA
L
GA
B
GA
B
02-05-1999 09-02-2005 09-02-2005 09-02-2005
09-02-2005 09-02-2005 09-02-2005 09-02-2005
7
. . . . . . . . . . . . . . . . . . .
LICENSEES/REGISTRANTS APPROVED OR REINSTATED IN SEPTEMBER 2005
ID# COMPANY NAME
CITY
20702 Monarch Mortgage, Inc. 20722 Lightning Funding, Inc. 20723 Eric Edward Luelf 20724 Lorinda Theresa Montgomery
Asheville Massapequa Atlanta Lithonia
20725 Tanya Leigh Thompson
Marietta
20726 David Dwayne Luelf
Atlanta
20734 Rafael Jose Santiago
Atlanta
6648 Smith Enterprises, Inc.
Hogansville
13499 The Private Capital Group, LLC * Atlanta
15893 DeCarlos Perez Williams
Stone Mountain
20550 Crosspoint Financial, Inc.
Newport Beach
20552 North Point Funding, Inc.
Hampton
20616 ADT Interactive, LLC
San Francisco
20631 Freedom First Mtg & Finance Lawrenceville
20635 United Mortgage Brokerage, Inc. Plainview
20670 Avelo Mortgage, LLC
Irving
20683 Regency Financial Services & 20706 IInternational HI ome Mtg, Inc.
Laurelton Buford
20720 STJ Loan Solutions, Inc.
Doraville
20721 Supreme Mortgage, LLC
Farmington Hills
20758 Delissa Fontaine McAdoo
Stockbridge
20760 DSD Mortgage LLC
Norcross
20761 A Son Never Forgets, LLC
Jonesboro
7502 Beazer Mortgage Corporation * Atlanta
20555 David Etute
Virginia Beach
20570 J. P. Mortgage, LLC
Rincon
20591 Charles Barry Nash
Duluth
20615 US Mortgage Capital, Inc.
Chatsworth
20622 The Prime Finl Group, Inc. (MI) Bingham Farms
20627 Argent Funding Corporation
Orange
20641 Mortgage Funds Direct, LLC
Roswell
20647 Family America Mtg Group, Inc. Coconut Grove
20674 Your Mortgage Source, LLC
Norcross
20728 Barry M. Cobb
Lithonia
20729 Terri Denise Josey
Snellville
20743 SNGC, LLC
Eureka
20744 SNBOA, LLC
Eureka
20745 Del Norte Refi, LLC
Eureka
20746 SN Commercial, LLC
Eureka
20762 Blue Point Funding, LLC
Norcross
20770 Meridias Capital, Inc.
Henderson
20786 Lending Solutions, Inc.
Duluth
20788 Eagle Lending Corporation
Alpharetta
15698 Park West Mortgage, Inc.
Atlanta
19939 Nationwide Realty & Mtg, Inc. Marietta
MB
ORIGINAL
ST CODE APPROVAL RENEWAL REINSTATED
NC
B
NY
B
GA
B
GA
B
09-02-2005 09-02-2005 09-02-2005 09-02-2005
09-02-2005 09-02-2005 09-02-2005 09-02-2005
GA
B
09-02-2005
09-02-2005
GA
B
09-02-2005
09-02-2005
GA
B
09-02-2005
09-02-2005
GA
B
09-24-1993
09-09-2005
09-09-2005
GA
L
05-01-1998
09-09-2005
09-09-2005
GA
B
07-28-2000
09-09-2005
09-09-2005
CA
B
09-09-2005
09-09-2005
GA
B
09-09-2005
09-09-2005
CA
B
09-09-2005
09-09-2005
GA
B
09-09-2005
09-09-2005
NY
B
09-09-2005
09-09-2005
TX
R
09-09-2005
09-09-2005
NY
B
09-09-2005
09-09-2005
GA
B
09-09-2005
09-09-2005
GA
B
09-09-2005
09-09-2005
MI
B
09-09-2005
09-09-2005
GA
B
09-09-2005
09-09-2005
GA
B
09-09-2005
09-09-2005
GA
B
09-09-2005
09-09-2005
GA
L
12-29-1995
09-16-2005
VA
B
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
CA
L
09-16-2005
09-16-2005
MI
L
09-16-2005
09-16-2005
CA
L
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
FL
B
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
CA
L
09-16-2005
09-16-2005
CA
L
09-16-2005
09-16-2005
CA
L
09-16-2005
09-16-2005
CA
L
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
NV
L
09-16-2005
09-16-2005
GA
L
09-16-2005
09-16-2005
GA
B
09-16-2005
09-16-2005
GA
B
06-23-2000
09-23-2005
09-23-2005
GA
B
01-14-2005
09-23-2005
09-23-2005
8
. . . . . . . . . . . . . . . . . . ..
LICENSEES/REGISTRANTS APPROVED OR REINSTATED IN SEPTEMBER 2005
ID# COMPANY NAME
CITY
20445 The Loan Page, Inc. 20544 CBAC Funding LLC
San Francisco Stamford
20593 Christine Lee Dubose
Duluth
20618 Ryan David Hudson
Gainesville
20638 ResMae Mortgage Corporation Brea
20640 Fast Track Funding Corp.
Hicksville
20652 U S Direct Finance
Lilburn
20704 Alliance Commercial Group, LLC Duluth
20708 Ameri Dream Mortgage, LLC
Lilburn
20730 Joseph Vincent Rutowski, Sr. Duluth
20750 Home Mac Mtg Corporation
Atlanta
20752 Millenium Mtg Solutions, LLC Snellville
20755 Integrity First Funding Group, 20765 HI & H Mortgage Services, Inc.
Dunedin Richmond Hill
20766 By Design Financial Svc, Inc. Columbus
20768 Jeremy Daniel Pennington
Rising Fawn
20785 First Capital Funding Group, LLC College Park
20787 Summit Mortgage Corp.
Chicago
15290 ABC Mortgage Services, Inc.
Augusta
19083 Community Resource Mtg, Inc. Columbia
20642 New York Mtg Funding, LLC
New York
20705 Legacy One Mtg Group, Inc.
Marietta
20739 Norvic Mortgage, LLC
College Park
20753 Z Best Mtg & Realty Solutions, Smyrna
20795 LSH, Inc.
Decatur
TOTAL: 74
MB
ORIGINAL
ST CODE APPROVAL RENEWAL REINSTATED
CA
B
CT
L
GA
B
GA
B
CA
L
NY
B
GA
B
GA
B
GA
B
GA
B
GA
B
GA
B
FL
L
GA
B
GA
B
GA
B
MD
L
IL
L
GA
B
SC
R
NY
L
GA
B
GA
B
GA
B
GA
B
09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 01-07-2000 12-05-2003 09-30-2005 09-30-2005 09-30-2005 09-30-2005 09-30-2005
09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-23-2005 09-30-2005 09-30-2005 09-30-2005 09-30-2005 09-30-2005 09-30-2005 09-30-2005
09-30-2005 09-30-2005
MB CODES B = BROKER L = LENDER R = REGISTRANT
*
Upgrade Broker to Lender
+
Downgrade Lender to Broker
#
Upgrade Lender to Registrant
Downgrade Registrant to Lender
9
. . . . . . . . . . . . . . . . . . ..