Georgia Department of Banking & Finance
NON-DEPOSITORY FINANCIAL
INSTITUTIONS
Monthly Summary of Mortgage Activities For the Period Ending December 2006
INSIDE THIS ISSUE
Forclosures Double
1
New CHARM Booklet
1
Hiring of Felons
2
EXAMINATION ISSUES
Loan Officer's Assistant
2
Loan File Documentation 3
OTHER ITEMS & ISSUES
$6.50 Loan Fees
3
FY 2008 Renewals
3
Application Issues & Fee 4/5 Payments On-line Fine Payments Continuing Education Loan Limits/Holidays
Administrative Actions 6/7
Licenses Revoked,
Expired...Denied
8
Licenses Approved & Reinstated
9
2990 Brandywine Rd. Suite 200
Atlanta, GA 30341 Phone: 770.986.1269
NEWS ITEMS
Forclosures Double
American Banker
December 20, 2006
The foreclosure rate for subprime mortgages has doubled, to 20%, since 2002, according to a study released Tuesday by the Center for Responsible Lending.
The study estimates that one in five subprime mortgages originated in the past two years will end in foreclosure.
The group, which projects that these foreclosures will affect 2.2 million homeowners at a cost of $164 billion, said the rate of foreclosures will continue to climb as the housing market cools.
The study said "risky" loans like hybrid alternative mortgages - particularly "2/28s" that feature semiannual rate adjustments after a two-year fixed-rate period - increase the chance of foreclosure.
But inadequate oversight, loose underwriting, thirdparty originations, and predatory lending also fuel the subprime foreclosure rate. The consumer group said lenders need to be held more accountable to stave off foreclosure and should "confirm that the loans they offer make economic sense for a given borrower's circumstance."
Revised CHARM Booklet
revised the CHARM booklet to include discussions about "interest-only" and "payment option" mortgages.
The revised booklet describes how these loans typically work, showing how much (and how often) monthly payments could increase, and how the loan balance could increase if minimum monthly payments are made. A mortgage shopping worksheet is included to help consumers compare the features of different products, and also a glossary to help them understand some of the terminology.
The Federal Reserve Board and the Office of Thrift Supervision announced on 12/26/2006 the availability of a revised Consumer Handbook on Adjustable Rate Mortgages (the CHARM booklet), which provides information to consumers about the features and risks of such loans.
In recognition of the growing use of nontraditional mortgage products that allow borrowers to defer payment of principal and sometimes interest, the agencies have substantially
Under the Board's Regulation Z (which implements the Truth in Lending Act), creditors must provide a copy of the CHARM booklet, or a suitable substitute, to consumers with every application for an adjustable rate mortgage loan. The Board indicated that creditors may begin immediately using the revised CHARM booklet, or may continue using their existing stock of CHARM booklets until October 1, 2007. Up to 100 copies of the brochure are
(Continued on page 2)
Continued on Page 2
Monthly Summary of Mortgage Activities For the Period Ending December 2006
Page 2
CHARM (Continued from page 1)
available free of charge from: Publications, Mail Stop 127, Federal Reserve Board, 20th and C Streets, N.W., Washington, DC 20551; 202-452-3245
In addition, you may also download a copy in PDF format from the Department's website at http://www.ganet.org/dbf/ mortgage_forms.html under the link for OTHER INFORMATION.
Hiring of Felons
As most of you are aware, O.C.G.A. 7-1-1004(d) provides in pertinent part that "The Department may not issue or may revoke a license if it finds that the applicant or licensee or any person who is a director, officer, partner, agent, employee, or ultimate equitable owner of 10 percent or more of the applicant or license.....has been convicted of a felony involving moral turpitude..." In short, if an applicant employs a felon, then the Department may not issue a license to the applicant, and may revoke an existing license. (There are circumstances, such as a pardon, which "cure" a conviction, permitting a person to work in the industry).
It has been argued that a licensee's employees who work for the licensee in another state are not subject to this provision if they do not work on Georgia loans or handle the files of Georgia consum-
ers, as these are not "covered employees" as defined in GRMA O.C.G.A. 7-1-1004(f). The purpose of making a distinction regarding "covered employees" and the requirement by licensees to run the GCIC background checks on those employees is to specify that the applicant or licensee has the primary responsibility for conducting background checks on those covered employees, while the Department is responsible for conducting background checks on principals of the company as denoted in an application or subsequent change in management for the company. The Code also states that the Department shall be entitled to review the applicant's or licensee's files to determine whether the required background checks have been run and whether all covered employees are qualified.
So, to state that an out-of-state employee who may or may not work on Georgia residential mortgage loans is not covered by the provisions regarding the prohibition of the employment of a felon, as the person is not a "covered employee", is incorrect. Employment of a an outof-state employee who is a felon is a ground for the denial of a license application or revocation of an existing license. The Department may conduct such checks on "covered employees" (those who work in Georgia) but the primary responsibility for those checks, and reviewing the conviction status of any employee anywhere, rests with the applicant or licensee.
EXAMINATION ISSUES
Loan Officer's Assistant
In the course of performing examinations of licensees, it has been found that some loan officers have employed their own assistants, or used uncompensated "helpers". This practice is not allowed unless the loan officer is individually licensed, and even then with some caveats. All individuals who perform any mortgage activity on loans that are regulated under the Georgia Residential Mortgage Act (GRMA) must be exclusive, supervised, W2 employees of the licensee, or must have their own individual license.
Rule 80-11-4-.03(2) of the
Department of Banking and
Finance states, in part, that
the exemption from licensing
provided pursuant to
O.C.G.A. 7-1-1001(11) to an
employee of a licensee
applies only to natural
persons who meet all of the
following criteria:
an
employee must be employed
by just one licensee or
exemptee
and
work
exclusively for that person;
an employee may not solicit,
process, or place loans for
anyone else while claiming
(Continued on page 3)
UPCOMING SPEAKING ENGAGEMENTS
Director for
Mortgage Supervision Sandra Sheley will be speaking to the Metro Atlanta Relocation Council, Cobb Galleria Center, February 8, 2007, 9:30 a.m. on mortgage fraud.
Useful Links
MORTGAGE FORMS: CODE, REGULATIONS & APPLICATIONS
HTTP://WWW.STATE.GA.US/ MORTGAGE_FORMS.HTML
UPDATING LICENSE INFORMATION
HTTP://WWW.STATE.GA.US/ DBF/MORTGAGE_FORMS.HTM
L#ONLINE
PRESS RELEASES HTTP://WWW.GANET.ORG/D
BF/BULLETINS.HTML
Continued on Page 3
Monthly Summary of Mortgage Activities For the Period Ending December 2006
Page 3
LO Assistant--(Continued from page 2)
the exemption; an employee's procedures and activities must be supervised by the licensee on a daily basis and the licensee is responsible for the actions of such employees; and, an employee may not be paid or compensated for performance of mortgage activity as an independent contractor or on a 1099 basis.
Should a loan officer desire an assistant, that assistant must be properly employed by the licensee as noted previously, and go through the proper channels of hiring. Management must make it clear to their employees that use of anyone other than an employee of the company for any mortgage activity is a violation of GRMA for dealing with an unlicensed entity. Licensees are responsible for the actions of their employees. Any licensee found in violation will be subject to fines and revocation.
Loan File Documentation
appraisal in the loan file if the appraisal was ordered by the licensee.
Rule 80-11-3-.01(12) of the Department states, in part, that any person who is required to be licensed under Article 13 as a mortgage broker or any lender acting as a broker who fails to maintain a loan file for each mortgage loan transaction as required by Rule 80-11-2.04 or who fails to have all required documents in such file shall be subject to a fine of $1,000 per file not maintained or not accessible, or per file not containing required documentation.
OTHER ITEMS & ISSUES
$6.50 Per Loan Fee Due
$6.50 "per loan" fees for the second half of 2006 (July 1 through December 31, 2006) are now due. Payments must be received by the due date of March 1, 2007. Failure to pay fees owed by the due date can result in a fine of $1,000.
FY 2008 Renewals
The FY2008 on-line license renewal application system will be available beginning mid-February, 2007. ALL licensees MUST complete their application ON-LINE.
Licensees should use their USER ID and PASSWORD which will be mailed with the renewal notice in February. Please note the following:
PAYMENT: May be made by ACH or credit card ONLY.
PASSWORDS: Are provided in your renewal notice. Contact the Department if you misplace this information.
INCOMPLETE or "INFORMATION REQUIRED" APPLICATIONS: Should any additional information be required for any renewal, the licensee will be contacted by email or fax ONLY. Renewals requiring additional information cannot be approved until such information is received and approved. All fines and fees must be paid.
Licensees are reminded that the Mortgage Division Rules of August 21, 2006 include two changes that affect documentation required in the loan file. The Department of Banking and Finance Rule 80-11-2.04(2)(a) changed to include the requirement that all loan files shall include a copy of the signed mortgage loan application if received by the licensee, and (2)(c) of that same rule was expanded to require inclusion of the order for the
Please make these payments via ACH or credit card on line at the following website:
https://bkgfin.dbf.state.ga.us/ GRMAFee.html
Payments may also be made by check. Please complete the form on-line, print a copy and send it in with your check payment. However, please note that the major credit cards, Visa, MasterCard, Discover, and American Express, are now accepted for payment.
LATE FILINGS: If you have attempted access but been unable to utilize the on-line system, please contact the Department for instructions to complete your application. HARD COPY FORMS ARE NOT AVAILABLE ON THE INTERNET. Failure to request assistance in a timely manner will NOT prevent the assessment of the late fee if the deadline has passed.
BROKERS ONLY - CONTINUING EDUCATION REQUIREMENT The continuing education reporting
Continued on Page 4
Monthly Summary of Mortgage Activities For the Period Ending December 2006
Page 4
Renewals- (Continued from page 3)
requirement is effective with this FY2008 licensing period. See the article on this page concerning CEs.
Application Forms &
Fees/Payments
FORMS: Licensees are reminded that only current application forms should be used when applying for branches, changes in management, changes in control, name registrations, changes in existing branch managers, etc. These contain the latest requirements for the applicant based on changes in law, regulation or policy. Failure to use the most recent forms will result in delays in processing your application.
The latest revisions are available on the internet at:
https://bkgfin.dbf.state.ga.us/ mortgagedocs/
FEES/PAYMENTS: Payments for applications should be made by certified check or money order ONLY. Applications submitted with personal or business checks, including the separate payment required for fingerprint cards, will be returned to the applicant for resubmission with the proper form of payment.
On-Line Fine Payments
BROKERS Continuing Education
In the event that a licensee has had a fine imposed, it is important to remember that these fines are due and payable within 30 days of assessment, as noted under the GRMA.
However, often fines remain unpaid until it is time to renew. All fines must be paid by a licensee, with only certain exceptions pertaining to administrative actions, in order to renew a license.
Please remember that the requirement for CE hours will begin with the FY 2008 licensing period (April 1, 2007 renewal). Licensees have had from January 1, 2006 through April 1, 2007 to obtain CE credits for this initial CE period. Beginning with the FY 2009 license renewal and going forward, April 1 through March 31 will be the period each year to obtain CE hours.
To facilitate payments, the Department has a new website that is available to accept payments. That site is available from the Forms and Applications page for Mortgage or from the link below: https://bkgfin.dbf.state.ga.us/ mortgagedocs/MtgFinePay.html
Licensees may now pay by Visa, Mastercard, Discover, or American Express. There is also an option to print a receipt page to submit with a check payment. The receipt will list all fines being paid.
The on-line renewal payments function will also provide for payment of any outstanding fines. Payments at renewal are by credit card or ACH drafts only--no checks are accepted for renewal fees and fines.
Licensees who fail to obtain credit by the April 1 deadline of any year have until June 30, 2007 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.
Note that there was a regulation change in 2006 which states that any person licensed in any year after April 1 must have the required 12 hours of CE credit in order to renew their license. So, if a person is licensed after April 1 but prior to December 31 in any given year, they must obtain CE hours in order to renew in the next year, and in order to avoid a fine must obtain those credits prior to March 31 of the renewal year.
Brokers will be required to report their continuing education hours and information on-line as a part of the renewal application for their license. Hours MUST total to 12 in order to complete the renewal. Sponsoring Organization, Course Name/Description, Date(s) of Training, Hours of Credit, Instructor, and Certificate Number assigned are required for renewal.
Continued on Page 5
Monthly Summary of Mortgage Activities For the Period Ending December 2006
Page 5
2007 CONFORMING LOAN RATES
2007 Single-Family Mortgage Loan Limits
Effective January 1, 2007:
First mortgages
One-family loans: $417,000 Two-family loans: $533,850 Three-family loans: $645,300 Four-family loans: $801,950
Note: One- to four- family mortgages in Alaska, Hawaii, Guam, and the U.S. Virgin Islands are 50 percent higher than the limits for the rest of the country.
Second mortgages
$208,500 In Alaska, Hawaii, Guam, and the U.S. Virgin Islands: $312,750
Last Revised: December 01, 2006--http://www.fanniemae.com/aboutfm/loanlimits.jhtml
2007 State Holidays
The following is a list of State Holidays when the Capitol and all State agencies will be closed in 2007.
HOLIDAY New Year's Day Martin Luther King Jr.'s Birthday
Confederate Memorial Day Memorial Day Independence Day Labor Day Columbus Day Veterans' Day
Thanksgiving Day Robert E. Lee's Birthday Christmas Day Washington's Birthday
DATE / OBSERVANCE DATE Monday, January 1 Monday, January 15
Monday, April 23 Monday, May 28 Wednesday, July 4 Monday, September 3 Monday, October 8 November 11 will be observed on Monday, November 12
Thursday, November 22 January 19 ~ will be observed on Friday, November 23 Tuesday, December 25 February 19 ~ will be observed on Monday, December 24
Continued on Page 6
Administrative Actions
For the Period Ending December 2006
CEASE AND DESIST ORDERS--ISSUED
Page 6
A & L Mortgage, Inc, Cochran, GA (license no. 17415) Cease and Desist Order issued November 17, 2006 became final on December 17, 2006.
Ero, Bosedo, Lawrenceville, GA Cease and Desist Order issued November 14, 2006 became final on December 5, 2006.
Lexim Mortgage, LLC, Birmingham, AL (license no. 20035) Cease and Desist Order issued November 21, 2006 became final December 21, 2006.
NLL Capital, LLC dba The Lynn Group Mortgage Company, Wauwatosa, WI (license no. 19197) Cease and Desist Order issued November 14, 2006 became final December 15, 2006.
Obayemi, Christina, Sugar Hill, GA Cease and Desist Order issued November 14, 2006 became final on December 5, 2006.
Ridgeway, Dianne, Decatur, GA Cease and Desist Order issued November 21, 2006 became final on December 28, 2006.
Rush, Deirdre Anise dba Processing Priority aka Spread Processing Priority, Atlanta, GA Cease and Desist Order issued October 31, 2006 became final December 1, 2006.
Treasury Financial Group, Buffalo, NY Cease and Desist Order issued November 3, 2006 became final on December 4, 2006.
Continued on Page 7
Administrative Actions
For the Period Ending December 2006
Page 7
CEASE AND DESIST ORDERS--LIFTED OR RESCINDED
American Castle Development and Sales, Inc., Douglas, GA (license no. 19627) Cease and Desist Order issued August 16, 2006 was rescinded on December 22, 2006.
Madson Mortgage Company, Douglas, GA (license no. 12845) Cease and Desist Order issued September 25, 2006 was rescinded on December 1, 2006.
FINAL CONSENT ORDERS --ISSUED
None
SUPERIOR COURT INJUNCTIONS
None
FINE PUBLICATION
FINE REASON
10 Licensees fined for Advertising Violations
4 Licensees fined for Unapproved Branch
4 Licensees fined for Background Checks Violation
2 Licensees fined for Unapproved Branch Manager
7 Licensees fined for Books & Records
1 Licensee fined forGaFLA Violation
2 Licensees fined for Employment of a Felon
3 Licensees fined Loan Files not properly maintained
1 Licensee fined for Violation of Cease & Desist Order
5 Licensees fined for Prohibited Acts
1 Licensees fined for Unapproved Change in Management 2 Licensees fined for Miscellaneous/Other
2 Licensees fined for doing business w/ unlicensed
Continued on Page 8
Monthly Summary of Mortgage Activities For the Period Ending December 2006
Page 8
LICENSEES/REGISTRANTS REVOKED, EXPIRED, SURRENDERED, WITHDRAWN OR DENIED
ID#
NAME
5919 6342 12347
13872 15528 16273 17415 18074 18271 18851 19095 19113 19150 19197 19735
INFINITY MTG CORP DIVERSIFIED HM MTG INC LEAHY & WALKER FINL SVCS AMER MTG EXPRESS FINL 1ST GA MTG FUNDING INC OAK STREET MTG LLC A&L MTG INC GREEN OAK MTG LLC ASSET DIRECT MTG LLC REGAL MTG SVCS INC DREAM HOMES FINL INC 1ST SE MTG INC RFA LLC WI NII CAP LLC 1ST MIDTOWN MTG INC
IN DECEMBER 2006
CODE
REVOKED
EXPIRED
LD
LD
07-01-2006
LD
LD
BD
LD
BD
12-17-2006
BD
LD
BD
BD
BD
LD
BD
12-15-2006
BD
12-08-2006
SURRENDERED
WITHDRAWN DENIED
12-29-2006 12-18-2006 12-01-2006 12-06-2006
12-19-2006 12-12-2006 12-21-2006 12-18-2006 12-01-2006 12-05-2006
12-04-2006
20025 SAXON FUNDING MNGMT
LD
12-19-2006
20035 LEXIM MTG LLC
LD
20447 CROSSWALK MTG CO
BD
20871 HOMEKEY LENDING INC
BD
22005 AMERIQUEST ASSET
MNGMT
LD
12-21-2006
12-06-2006 12-06-2006
12-21-2006
TOTAL: 20
Continued on Page 9
Monthly Summary of Mortgage Activities For the Period Ending December 2006
Page 9
ID# 21855 21863 21958
21970
21981 22010 22011 22020 22032 22043 22045 22049 22050 22052 22064 22019 22063 22073 22002 22021 22022 22040 22048
22069 22083 22085 22086
22096 5645
21975 22013 22067 22075 22087 22097 22047 22072
LICENSEES/REGISTRANTS APPROVED OR REINSTATED IN DECEMBER 2006
COMPANY NAME James R. McRee
CITY Tucson
MB
ST CODE
AZ
B
ORIGINAL
APPROVAL 12-01-2006
RENEWAL 12-01-2006
Cresstar Corporation (Nevada)
Alpharetta
GA
B
12-01-2006 12-01-2006
Capital City Mortgage Incorporated (California) American Residential Finance Corporation Colony Mortgage Lenders, Inc.
Costa Mesa Baltimore Glendale
CA
B
MD
B
CA
L
12-01-2006 12-01-2006 12-01-2006
12-01-2006 12-01-2006 12-01-2006
Neighborhood Funding, Inc.
Tampa
FL
L
12-01-2006 12-01-2006
Allied Capital Mortgage Company Jacksonville
FL
B
12-01-2006 12-01-2006
Haven Home Finance, Inc.
Norcross
GA
B
12-01-2006 12-01-2006
B&G Financial Mortgage, LLC
Woodstock
GA
B
12-01-2006 12-01-2006
Wellington Capital Mortgage, LP
Columbus
GA
L
12-01-2006 12-01-2006
Sentinel Home Mortgage, LP
Finksburg
MD
L
12-01-2006 12-01-2006
Nations Funding Source, Inc.
Fort Lauderdale
FL
B
12-01-2006 12-01-2006
On Q Financial, Inc.
Scottsdale
AZ
L
12-01-2006 12-01-2006
Mark DeWitt
Savannah
GA
B
12-01-2006 12-01-2006
Fidelity Mutual Mortgage, Inc.
North Palm Beach
FL
L
12-01-2006 12-01-2006
Smith-Myers Corporation
Upper Marlboro
MD
L
12-08-2006 12-08-2006
Allsource Mortgage, LLC
McDonough
GA
B
12-08-2006 12-08-2006
Mortgagepointer.com, Inc.
San Mateo
CA
L
12-08-2006 12-08-2006
Mortgages for America, Inc.
Coral Springs
FL
B
12-15-2006 12-15-2006
CapFirst Mortgage, LLC
Richmond
VA
B
12-15-2006 12-15-2006
FBM, LLC
Garden City
NY
L
12-15-2006 12-15-2006
Primrose Financial Corporation
Lithonia
GA
B
12-15-2006 12-15-2006
H&H Mortgages & Investments, Inc. Assent Capital, LLC
Plantation Irvine
FL
B
CA
B
12-15-2006 12-15-2006
12-15-2006 12-15-2006
Advantum Mortgage Network, Inc. Fort Lauderdale
FL
L
12-15-2006 12-15-2006
Investment International, Inc.
Duluth
GA
B
12-15-2006 12-15-2006
Southern Residential Mortgage Services, LLC Forem Capital, Inc.
Buford Marietta
GA
B
GA
L
12-15-2006 12-15-2006
12-15-2006 12-15-2006
American Residential Lending
Corporation*
Smyrna
GA
L
06-04-1993 12-22-2006
Worldwide Home Loans, Inc.
Los Angeles
CA
B
12-22-2006 12-22-2006
Van Dyk Mortgage Corporation
Grand Rapids
MI
L
12-22-2006 12-22-2006
Corporative Mortgage, Inc.
Norcross
GA
B
12-22-2006 12-22-2006
Lisa A. Nesmith
Buford
GA
B
12-22-2006 12-22-2006
Deocap Corporation
San Francisco
CA
B
12-22-2006 12-22-2006
CT Mortgage Group, Inc.
Cumming
GA
B
12-22-2006 12-22-2006
State to State Mortgage, Inc.
Nashville
GA
B
12-29-2006 12-29-2006
First Reliance Home Loans (Corp) Tampa
FL
B
12-29-2006 12-29-2006
REINSTAT ED
Continued on Page 10
Monthly Summary of Mortgage Activities For the Period Ending December 2006
Page 10
ID# 22090 22113 12854 12678 20995 18813 19627
COMPANY NAME Community Mortgage Corporation TLP Funding Corporation Madson Mortgage Company Sahara Mortgage Corporation Home Mortgage Financial Corp. Joseph P. Morgan American Castle Development and Sales, Inc.
CITY Brockton Calabasas Douglas Las Vegas Marietta Douglasville Douglas
TOTAL: 44
MB
ST CODE
MA
L
CA
L
GA
B
NV
L
GA
L
GA
B
GA
B
ORIGINAL APPROVAL 12-29-2006 12-29-2006 09-12-1997 07-11-1997 12-16-2005 11-07-2003 12-03-2004
RENEWAL
12-29-2006 12-29-2006 12-01-2006 12-08-2006 12-08-2006 12-15-2006 12-22-2006
REINSTAT ED
12-01-2006 12-08-2006 12-08-2006 12-15-2006 12-22-2006
*
Upgrade Broker to Lender
+
Downgrade Lender to Broker
#
Upgrade Lender to Registrant
Downgrade Registrant to Lender
MB CODES B = BROKER L = LENDER R = REGISTRANT
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If you would like to be added to our distribution list, please send an email to: dbfmort@dbf.state.ga.us. Please include your name, company, and phone number. To unsubscribe, please notify the Department at the same e-mail address noted.