Home Ownership and Equity Protection Act (HOEPA)
Public Hearing
June 14, 2007
Board of Governors of the Federal Reserve System
Martin Building, Terrace Level
20th and C Streets, N.W., Washington, D.C.
| Transcript | Line | Page |
|---|---|---|
| predictor if someone's going to pay is if they've paid | 1 | 126 |
| before, right. We have to take all of that into | 2 | 126 |
| account. | 3 | 126 |
| MS. BRAUNSTEIN: Anybody else down there | 4 | 126 |
| want to comment? | 5 | 126 |
| MS. DAVIS: I'll add a few comments here. I | 6 | 126 |
| believe that, you know, if you're going to restrict or | 7 | 126 |
| make any restriction on the stated or low income | 8 | 126 |
| loans, and I think I said this in my opening, was it | 9 | 126 |
| has to be tied to a bright line test that can be | 10 | 126 |
| consistently documented everywhere. | 11 | 126 |
| I mean we have done that at Wells Fargo. | 12 | 126 |
| Anything below a 620 FICO is not a stated income loan. | 13 | 126 |
| I believe there is. I believe stated income loans | 14 | 126 |
| have merit. I personally have a stated income loan. | 15 | 126 |
| I do make money, and I do make my mortgage payments, | 16 | 126 |
| right? | 17 | 126 |
| So I do it, did it, but for ease and | 18 | 126 |
| convenience, it creates efficiency. Whoever | 19 | 126 |
| underwrote my loan, I'm sure understood what my job | 20 | 126 |
| is, that hopefully that there's a reasonableness test | 21 | 126 |
| to that income. So I think -- | 22 | 126 |
| MS. BRAUNSTEIN: But can I add, not to get | 23 | 126 |
| personal, but since you brought it up, is yours a | 24 | 126 |
| subprime loan? | 25 | 126 |
| MS. DAVIS: No, it's not. | 1 | 127 |
| MS. BRAUNSTEIN: Okay. | 2 | 127 |
| MS. DAVIS: No, this one is not. Not right | 3 | 127 |
| now. | 4 | 127 |
| (Laughter.) | 5 | 127 |
| MS. BRAUNSTEIN: Not yet anyway. | 6 | 127 |
| MS. DAVIS: Which is why for us we put in | 7 | 127 |
| that bright line test at FICOs less than 620. | 8 | 127 |
| MR. CHANIN: Let me follow up on that. One | 9 | 127 |
| of the things people have asserted, and it's been | 10 | 127 |
| pretty kind of strident statement, is that certainly | 11 | 127 |
| there may be individuals who, because of the way | 12 | 127 |
| they're paid, may not literally receive a paycheck. | 13 | 127 |
| So they may not be able to verify it that way. | 14 | 127 |
| But the assertion, at least that I've heard, | 15 | 127 |
| is that "But people file their taxes," and let's | 16 | 127 |
| assume it's someone who has been employed, if you | 17 | 127 |
| will, at the same occupation or type of job for two or | 18 | 127 |
| three years. | 19 | 127 |
| So the assertion is why not, if you don't | 20 | 127 |
| have a statement from an employer or employers, why | 21 | 127 |
| not simply require or use a tax form? So I mean we | 22 | 127 |
| need a response to that or arguments, you know, why | 23 | 127 |
| that is inappropriate. There may be privacy issues, | 24 | 127 |
| but people think we ought to use the tax form. | 25 | 127 |
| MS. SCHWARTZ: Well, a couple of things. I | 1 | 128 |
| mean tax forms are used all the time, in both signed | 2 | 128 |
| and unsigned loans. It may be that ancillary income | 3 | 128 |
| that Pablo has talked about or other forms of income | 4 | 128 |
| or, you know, just cash that's not been reported. | 5 | 128 |
| It's certainly part of that. | 6 | 128 |
| I'd like to step back and just say, you | 7 | 128 |
| know, stated income loans have been a conundrum across | 8 | 128 |
| the market for years. People have always been a | 9 | 128 |
| little bit uneasy about them in prime, in Alt-As, and | 10 | 128 |
| subprime. | 11 | 128 |
| Yet they seem to be pervasive and in the | 12 | 128 |
| last maybe four years, much more so across the market, | 13 | 128 |
| and that's true. So what's interesting about that is | 14 | 128 |
| they perform quite well. They do perform. There's | 15 | 128 |
| performance. There are other issues in ways people | 16 | 128 |
| underwrite. | 17 | 128 |
| Someone may have a lot of reserves. Someone | 18 | 128 |
| might have a very good FICO score and I would argue, | 19 | 128 |
| having all FICOs, it's an interesting idea. But there | 20 | 128 |
| are certainly high FICOs in subprime and not because | 21 | 128 |
| they were downstreamed in the market, because the | 22 | 128 |
| product they got was not available in the prime | 23 | 128 |
| market. That's a big part of the subprime market. | 24 | 128 |
| It's a big part of the Alt-A market. | 25 | 128 |
| Likewise, a lot of great loans that are | 1 | 129 |
| subprime "cutoff" loans are made in the prime market. | 2 | 129 |
| Fannie and Freddie do a wonderful job of reaching | 3 | 129 |
| down where they can, and measuring and layering risk. | 4 | 129 |
| So I think this is carefully-worded, through | 5 | 129 |
| the Fed. I think you've got to look at risk | 6 | 129 |
| layering. Excessive risk layering is a problem. So | 7 | 129 |
| there are ways to get at it, and just say if you don't | 8 | 129 |
| have excessive risk layering, and I guess I heard say | 9 | 129 |
| someone did it by, you know, a FICO cutoff. | 10 | 129 |
| That is a good cutoff. I'm just suggesting | 11 | 129 |
| that a risk-basis, versus the market segmentation. I | 12 | 129 |
| always work when they segment markets for one thing. | 13 | 129 |
| Then I think if you've had a current pay history on a | 14 | 129 |
| loan, a loan that's in your servicing portfolio, maybe | 15 | 129 |
| they don't want to document everything, to refinance | 16 | 129 |
| to a better loan. | 17 | 129 |
| I'm not sure a good pay history and a | 18 | 129 |
| mortgage wouldn't be something that someone could just | 19 | 129 |
| say just don't even require the income and, you know, | 20 | 129 |
| make another loan. I mean there are instances where | 21 | 129 |
| it certainly can be given. Again, in our firm, that | 22 | 129 |
| reasonableness test, some of the other things are | 23 | 129 |
| performance tests, and it's really quite similar to | 24 | 129 |
| that of the full doc loans. | 25 | 129 |
| So that's what's made it difficult to just | 1 | 130 |
| say well, just get rid of them in the market, because | 2 | 130 |
| the performance over many years for that alone has | 3 | 130 |
| really been better than expected, I think. | 4 | 130 |
| MS. BRAUNSTEIN: I hear what you're saying | 5 | 130 |
| about performance, but would a ban on stated income, | 6 | 130 |
| are there people, certain profiles of people that just | 7 | 130 |
| wouldn't be able to get mortgage loans? | 8 | 130 |
| MS. SCHWARTZ: Oh, I have to think so, I | 9 | 130 |
| mean just because it's so prevalent in the broad | 10 | 130 |
| mortgage market. I don't know the answer of how you | 11 | 130 |
| would measure it. | 12 | 130 |
| (Simultaneous discussion.) | 13 | 130 |
| MS. BRAUNSTEIN: Yes. But I just wonder is | 14 | 130 |
| the prevalence because it's there, it's available, | 15 | 130 |
| it's easy, or is it because somebody really just | 16 | 130 |
| couldn't, if they were asked to produce the | 17 | 130 |
| documentation necessary to get a loan? And that may | 18 | 130 |
| be a rhetorical question. | 19 | 130 |
| MS. SCHWARTZ: Yes. I don't know the answer | 20 | 130 |
| to that. | 21 | 130 |
| GOVERNOR KROSZNER: Janis had mentioned this | 22 | 130 |
| in her opening remarks, and I want to get back to | 23 | 130 |
| this issue, because she said there were many people in | 24 | 130 |
| the Latin American community in the U.S. who may not | 25 | 130 |
| have an easy way to document the income that or their | 1 | 131 |
| family are making. | 2 | 131 |
| MS. BOWDLER: We start with the NCLR home | 3 | 131 |
| ownership network, which you guys haven't kind of | 4 | 131 |
| talked about again. You might be sort of the last | 5 | 131 |
| people on the earth not to have heard about it. | 6 | 131 |
| But last year we closed almost 3,000 | 7 | 131 |
| mortgages through our network, 45 community-based | 8 | 131 |
| organizations working in 21 states. They are working | 9 | 131 |
| with the population that is going to have the hardest | 10 | 131 |
| time documenting their income. | 11 | 131 |
| Ninety percent of our families are below 80 | 12 | 131 |
| percent of the area median income, and a significant | 13 | 131 |
| portion are even below 50 percent of area median | 14 | 131 |
| income, and they all get prime or FHA products. Some | 15 | 131 |
| are portfolio products, some are social programs that | 16 | 131 |
| they've negotiated on the ground. But they're getting | 17 | 131 |
| prime products. | 18 | 131 |
| So we really feel like when it comes to | 19 | 131 |
| serving the low income, the immigrant community that's | 20 | 131 |
| going to have the toughest time in this area, we know | 21 | 131 |
| how to document those loans, how to underwrite them, | 22 | 131 |
| how to get them into homes responsibly. | 23 | 131 |
| That said, we know that in a lot of areas in | 24 | 131 |
| the Filipino community, there are challenges | 25 | 131 |
| documenting true traditional means. That doesn't mean | 1 | 132 |
| they can't document it by any means, but if we're just | 2 | 132 |
| talking pay stubs and W-2s, there may be some | 3 | 132 |
| challenges. | 4 | 132 |
| So my recommendation was get the most | 5 | 132 |
| appropriate documentation available. Certainly, you | 6 | 132 |
| know, there's probably a hierarchy there. I think | 7 | 132 |
| it's hard to say that the market hasn't overreached | 8 | 132 |
| here. I mean, Martin, how many -- what percent did | 9 | 132 |
| you say? | 10 | 132 |
| MR. EAKES: Bear Stearns says that 60 | 11 | 132 |
| percent of loans, subprime loans made in 2006 were | 12 | 132 |
| stated income, and other analysts have said as much as | 13 | 132 |
| 45 to 50 percent. | 14 | 132 |
| MS. BOWDLER: Okay. It's hard to believe | 15 | 132 |
| that that percentage of the market doesn't have W-2s | 16 | 132 |
| or -- | 17 | 132 |
| MR. RHEINGOLD: Or proof of social security. | 18 | 132 |
| MS. BOWDLER: Yes, you know, all of these | 19 | 132 |
| different things that you would need to document the | 20 | 132 |
| loans. I think there's no question that the market | 21 | 132 |
| has overreached here, and then, excuse me. The other | 22 | 132 |
| thing is that we know that there's also product out | 23 | 132 |
| there that accommodate for the moonlighters, as you | 24 | 132 |
| like to call them. | 25 | 132 |
| There are plenty of prime products out there | 1 | 133 |
| that allow for a certain percentage of your income to | 2 | 133 |
| be cash income, up to a certain dollar amount. | 3 | 133 |
| So I've often seen like 20 percent could be | 4 | 133 |
| cash income up to $1,200 a month or something like | 5 | 133 |
| that, you know. There's plenty of products out there | 6 | 133 |
| that allow you to account for all the numbers. | 7 | 133 |
| So if you babysit on the side, you do | 8 | 133 |
| construction on the side, you can account for that | 9 | 133 |
| income. So what I hear the industry saying and what I | 10 | 133 |
| hear a lot from folks working on the ground is that | 11 | 133 |
| stated income is just a lot easier to put through the | 12 | 133 |
| system. | 13 | 133 |
| But it's also more expensive for the | 14 | 133 |
| consumer. So we've seen this as a real pressure | 15 | 133 |
| point, where our families have gotten taken advantage | 16 | 133 |
| of when they can document their income, have no idea | 17 | 133 |
| what the difference is between a documented loan and a | 18 | 133 |
| stated income loan, and now they're upsold for a more | 19 | 133 |
| expensive loan because it's easier to produce. | 20 | 133 |
| So from our perspective, what we want to | 21 | 133 |
| avoid is just because you have multiple wage earners | 22 | 133 |
| and some cash income doesn't mean that you can't | 23 | 133 |
| document your income, and you're just automatically | 24 | 133 |
| thrown into these loans because they're easier and | 25 | 133 |
| more profitable. | 1 | 134 |
| I think it's really a sign of the failure of | 2 | 134 |
| mortgage lenders to be able to legitimately serve the | 3 | 134 |
| low and moderate income community. | 4 | 134 |
| GOVERNOR KROSZNER: What sort of | 5 | 134 |
| documentation would be used in the non-traditional | 6 | 134 |
| documentation for people who don't have the pay stubs | 7 | 134 |
| or W-2 forms? | 8 | 134 |
| MS. BOWDLER: Sure. We've seen, in some | 9 | 134 |
| cases, letters from employers saying that they receive | 10 | 134 |
| cash income. You can use bank statements. You can | 11 | 134 |
| use regular check cashing receipts. You can use a | 12 | 134 |
| check cashing, which we know they use. Certainly our | 13 | 134 |
| community uses them. | 14 | 134 |
| So it can be groups that you regularly cash | 15 | 134 |
| a certain amount of -- maybe you cash the check, but | 16 | 134 |
| you don't use a bank or you may not have a full record | 17 | 134 |
| of that. There can be other ways as well. But what | 18 | 134 |
| we encourage through the network is that families open | 19 | 134 |
| accounts, and that they routinely deposit their cash. | 20 | 134 |
| So that's how we do it, and that's how we | 21 | 134 |
| try to encourage it. Certainly, our population is one | 22 | 134 |
| that may carry a lot of cash, and that can be | 23 | 134 |
| dangerous. So underbanks and other bank populations | 24 | 134 |
| as a whole is informed, but that's something that we | 25 | 134 |
| encourage. | 1 | 135 |
| GOVERNOR KROSZNER: But of course, that is | 2 | 135 |
| one of the challenges of being able to try to provide | 3 | 135 |
| credit products to people who, for one reason or | 4 | 135 |
| other, they don't feel comfortable with them being | 5 | 135 |
| part of the banking system. | 6 | 135 |
| I think for people who are part of the | 7 | 135 |
| banking system, it's much easier to do the kind of | 8 | 135 |
| documentation that they've been talking about. But I | 9 | 135 |
| -- you know, that's why I wanted to explore how can | 10 | 135 |
| we make sure not to cut off credit to people who've | 11 | 135 |
| been responsibly borrowing in this area, but they may | 12 | 135 |
| have, you know, particular challenges in being able to | 13 | 135 |
| provide appropriate information. | 14 | 135 |
| MS. BOWDLER: I certainly agree with you, | 15 | 135 |
| and I think in rural communities, in the colonials, in | 16 | 135 |
| areas where the banking system is not as developed and | 17 | 135 |
| not as usually acceptable, it's certainly an issue as | 18 | 135 |
| well. | 19 | 135 |
| But people's incomes come from somewhere, | 20 | 135 |
| and I think that we can be creative and really think | 21 | 135 |
| through how we can measure that. Perhaps we need more | 22 | 135 |
| dialogue there, and that I would certainly be happy to | 23 | 135 |
| participate in that and give you more of my comments. | 24 | 135 |
| But I do think that it is a very sensitive, | 25 | 135 |
| and as I said in my comments, sensitive issue for our | 1 | 136 |
| community, and it's a careful balance, but one that we | 2 | 136 |
| are willing to come to the table and talk about. | 3 | 136 |
| MS. BRAUNSTEIN: I have a question. Again, | 4 | 136 |
| the fly in the ointment question is if you're told up | 5 | 136 |
| front you're getting a stated income loan and you | 6 | 136 |
| don't have the documentation, how is that unfair and | 7 | 136 |
| deceptive? Anybody who wants to answer that. | 8 | 136 |
| MS. BOWDLER: Well, I think what probably | 9 | 136 |
| happens. I mean I have the ads here. It says right | 10 | 136 |
| in there, don't have to document your income, don't | 11 | 136 |
| have to document your credit history. | 12 | 136 |
| I think what's deceptive about it is that | 13 | 136 |
| they don't know they potentially have another option | 14 | 136 |
| available for them. But certainly, you know, the fact | 15 | 136 |
| that they don't have another option available to them | 16 | 136 |
| is one thing. | 17 | 136 |
| (Simultaneous discussion.) | 18 | 136 |
| MS. BRAUNSTEIN: Either unfair or deceptive. | 19 | 136 |
| How would that meet that standard? | 20 | 136 |
| MR. RHEINGOLD: I'll pick up a little bit of | 21 | 136 |
| what Janis is saying, is in fact what we're talking | 22 | 136 |
| about, is that people, this isn't a question of | 23 | 136 |
| choice. I don't think consumers have actually -- I | 24 | 136 |
| mean the numbers are -- I mean it's a rhetorical | 25 | 136 |
| question and at some point I'd love to have the | 1 | 137 |
| answer, is what is the rational explanation that 50 | 2 | 137 |
| and 60 percent of subprime homeowners in the last two | 3 | 137 |
| years have decided that stated income was better for | 4 | 137 |
| them. | 5 | 137 |
| So I think if you sort of base this | 6 | 137 |
| assumption that's what's happened is that consumers | 7 | 137 |
| suddenly have this great choice, you can have a stated | 8 | 137 |
| income loan or you can have an income. You don't have | 9 | 137 |
| to document by documentation. | 10 | 137 |
| They're all choosing stated income loans. | 11 | 137 |
| Well, that's not what's happening. The fact is that | 12 | 137 |
| if people are given rational choice and said "Hey, you | 13 | 137 |
| give us your W-2, or you don't give us your W-2 and | 14 | 137 |
| the cost of your loan is going to be more expensive if | 15 | 137 |
| you don't give us that documentation." | 16 | 137 |
| They're going to choose. "Oh no, well I'm | 17 | 137 |
| not going to bother handing you my biweekly W-2 form, | 18 | 137 |
| because I want to pay more for my mortgage." I mean | 19 | 137 |
| that's not what's happening in the marketplace. | 20 | 137 |
| MS. BOWDLER: And that -- I'm sorry. | 21 | 137 |
| MR. RHEINGOLD: No, go ahead. | 22 | 137 |
| (Simultaneous discussion.) | 23 | 137 |
| MS. BOWDLER: What I was going to say is | 24 | 137 |
| that I think what is actually put to families is look, | 25 | 137 |
| you want that house? You've already seen my friend, | 1 | 138 |
| the realtor. It's going for sale, and if we don't get | 2 | 138 |
| you in there quick -- | 3 | 138 |
| MS. BRAUNSTEIN: It's going to be gone. | 4 | 138 |
| MS. BOWDLER: Yes. So I can get you a loan | 5 | 138 |
| in a couple of weeks, or you can wait, you know, 45 | 6 | 138 |
| days. That is not the real choice that we would want | 7 | 138 |
| families to have available for them to be making. | 8 | 138 |
| Again, I would go back to, in an age of | 9 | 138 |
| information technology and the ability to improve our | 10 | 138 |
| automated underwriting systems, we should be able to | 11 | 138 |
| serve low and moderate income and immigrant | 12 | 138 |
| communities with the same efficiency that we serve | 13 | 138 |
| other communities. | 14 | 138 |
| So I would put -- we have been putting a lot | 15 | 138 |
| of pressure on our friends at the other end of the | 16 | 138 |
| table, to speed out those processes, so that families | 17 | 138 |
| do have a real choice, because I think that's the | 18 | 138 |
| question that's being posed to them, one of ease and | 19 | 138 |
| efficiency and quickness, not one of documentation. | 20 | 138 |
| GOVERNOR KROSZNER: Although I would -- go | 21 | 138 |
| ahead. | 22 | 138 |
| MS. SCHWARTZ: Too much time down at that | 23 | 138 |
| end. No, not really. I think the points have been | 24 | 138 |
| great, and I think, and I would just like to say, and | 25 | 138 |
| the market has been overexuberant, and we all know it, | 1 | 139 |
| the last couple of years, the last couple of years. | 2 | 139 |
| But what I would suggest is it's not | 3 | 139 |
| perfect. But when you are buying loans or working | 4 | 139 |
| with brokers, when you're not there, you aren't at the | 5 | 139 |
| point of sale, and back to the choice, because this is | 6 | 139 |
| an important aspect. | 7 | 139 |
| We were also concerned about the same issue. | 8 | 139 |
| We're worried about fraud in the stated income loan. | 9 | 139 |
| That's classic. The borrower didn't even know she or | 10 | 139 |
| he had a stated income loan. That was more worrisome | 11 | 139 |
| than any other issue on stated income, at least for me | 12 | 139 |
| and for Option One. | 13 | 139 |
| So what we did is say well, what can we do | 14 | 139 |
| to make sure that's not the case? I'm going to read | 15 | 139 |
| you -- indulge me for just a minute -- just a few | 16 | 139 |
| bullet points on the disclosure we send the day we get | 17 | 139 |
| the loan application. | 18 | 139 |
| "You provided the" -- Okay. "Borrower | 19 | 139 |
| Acknowledgments. You provided the reported monthly | 20 | 139 |
| gross income in Section V, Monthly Income and Combined | 21 | 139 |
| Monthly Housing Expense of the Uniform Residential | 22 | 139 |
| Loan Application. | 23 | 139 |
| "You have carefully reviewed the Uniform | 24 | 139 |
| Residential Loan Application to confirm that it | 25 | 139 |
| accurately states your income, your assets and your | 1 | 140 |
| obligations. | 2 | 140 |
| "You understand that you have the option to | 3 | 140 |
| apply for a loan using full income documentation, | 4 | 140 |
| which will result in a lower interest rate. You | 5 | 140 |
| understand that your qualification for a loan is based | 6 | 140 |
| in part on stated income documentation. | 7 | 140 |
| "You understand a stated income," in bold, | 8 | 140 |
| is not designed to allow for declaring inflated | 9 | 140 |
| monthly gross income, for the purpose of qualifying | 10 | 140 |
| for a loan." And finally, "if you stated an income | 11 | 140 |
| higher than you actually receive, you may encounter | 12 | 140 |
| difficulty making your mortgage payments." I think it | 13 | 140 |
| can go farther. | 14 | 140 |
| MR. EAKES: Okay. So that's as good a | 15 | 140 |
| disclosure as you can make. How many of your loans | 16 | 140 |
| are -- | 17 | 140 |
| (Simultaneous discussion.) | 18 | 140 |
| MS. SCHWARTZ: It's at 60 percent, in the | 19 | 140 |
| 40's, in the low 40's. But it's high. It's a | 20 | 140 |
| function of the market. I don't disagree. It's a | 21 | 140 |
| good discussion. We do the other income limited doc | 22 | 140 |
| type of things that were announced today. | 23 | 140 |
| So I think this is healthy discussion. But | 24 | 140 |
| I'm just suggesting that there is more to this. | 25 | 140 |
| MR. EAKES: Let me a give a strawman defense | 1 | 141 |
| of stated income. You know that something's coming | 2 | 141 |
| after that, but if you don't have to document a | 3 | 141 |
| person's income, the closing process can be more | 4 | 141 |
| efficient. | 5 | 141 |
| It's less cost, because you just simply take | 6 | 141 |
| a statement. So long as that worked, meaning that it | 7 | 141 |
| didn't create catastrophic losses for either the | 8 | 141 |
| homeowners or the investors, which basically means | 9 | 141 |
| there's an assumption that income is no longer | 10 | 141 |
| correlated with loan performance. | 11 | 141 |
| I mean and during the period of time where | 12 | 141 |
| housing prices were rising at 15 percent a year, 20 | 13 | 141 |
| percent a year in many markets, that was a valid | 14 | 141 |
| assumption. Income was not the determinant of whether | 15 | 141 |
| investors suffered losses or whether borrowers were | 16 | 141 |
| going to be foreclosed immediately. There was always | 17 | 141 |
| another flipping refinance two years down the road. | 18 | 141 |
| In many ways, this issue has taken care of | 19 | 141 |
| itself in the investor community. The investor | 20 | 141 |
| community, now that house prices have dropped two and | 21 | 141 |
| a half percent last year, are predicted to drop as | 22 | 141 |
| much as three percent this year, the investors are | 23 | 141 |
| going to be less tolerant of stated income, because it | 24 | 141 |
| no longer works. That assumption is gone. | 25 | 141 |
| This is simply old style banking. I mean | 1 | 142 |
| even for us radical -- | 2 | 142 |
| (Simultaneous discussion.) | 3 | 142 |
| MS. SCHWARTZ: No. You're right, Martin. | 4 | 142 |
| MR. EAKES: --to document income. | 5 | 142 |
| MS. SCHWARTZ: Martin, you're right. The | 6 | 142 |
| market has reacted that now you're in the 30's. You | 7 | 142 |
| have probably stated income maybe more appropriately | 8 | 142 |
| than it's been priced. But I'm just saying that -- | 9 | 142 |
| and whether it's low documentation or stated income, | 10 | 142 |
| that's just historically been the fact of why that's | 11 | 142 |
| been in existence. | 12 | 142 |
| It's not just the only risk issue. Again, | 13 | 142 |
| loan to value, FICO, all those other things, people | 14 | 142 |
| don't make them over 90 percent LTV or whatever that | 15 | 142 |
| might be. | 16 | 142 |
| MR. EAKES: Because the estimate is that no | 17 | 142 |
| more than one to two percent of borrowers do not have | 18 | 142 |
| W-2s. So that when a very high percentage of | 19 | 142 |
| borrowers -- | 20 | 142 |
| (Simultaneous discussion.) | 21 | 142 |
| MR. CHANIN: Let me follow up on that, | 22 | 142 |
| because I have had a couple of discussions off the | 23 | 142 |
| record with some lenders, and it's gone like this, | 24 | 142 |
| that most people have W-2s; most people have pay stubs | 25 | 142 |
| or some form. | 1 | 143 |
| But there are discussions where the consumer | 2 | 143 |
| doesn't want to provide the W-2 because they have | 3 | 143 |
| other additional, as Faith alluded to, other | 4 | 143 |
| additional income to declare, and it puts the lender | 5 | 143 |
| in an awkward position of putting down something that | 6 | 143 |
| they know is incorrect, when they've seen the W-2. | 7 | 143 |
| So I have heard, at least anecdotally, is | 8 | 143 |
| some part of this market. It goes to kind of Janis' | 9 | 143 |
| questions or comments. So if you ban stated income | 10 | 143 |
| loans, what are you doing for that practice or for | 11 | 143 |
| reliance on other family members who are not on the | 12 | 143 |
| note in terms of being obligated on the transaction. | 13 | 143 |
| MR. EAKES: So what I would say to that is | 14 | 143 |
| if we're going to base our policy on trying to serve | 15 | 143 |
| tax cheats, that's a challenge. The part that I would | 16 | 143 |
| respond is we do a lot of loans with Latino families, | 17 | 143 |
| and virtually every single borrower declares their | 18 | 143 |
| income and pay tax returns. | 19 | 143 |
| So I don't want to have an association | 20 | 143 |
| between low income or Hispanic or African-American | 21 | 143 |
| borrowers and failure to declare income on tax | 22 | 143 |
| returns. | 23 | 143 |
| I just think if we're talking about personal | 24 | 143 |
| responsibility in the marketplace, that shouldn't be | 25 | 143 |
| our first concern, tax cheats. It shouldn't be the | 1 | 144 |
| basis for maintaining stated income. | 2 | 144 |
| MR. CHANIN: No, no. It's not a matter of | 3 | 144 |
| that being the basis. That's the, if you will, the | 4 | 144 |
| dilemma when the borrower comes to that financial | 5 | 144 |
| institution, and the institution says no, we can't do | 6 | 144 |
| this. Then what I've heard is then the borrower goes | 7 | 144 |
| to someone who will. | 8 | 144 |
| MR. EAKES: Pay your taxes. That's why if | 9 | 144 |
| you have a rule that applies to all lenders, they | 10 | 144 |
| can't find another outlet. | 11 | 144 |
| MS. DAVIS: Let's take some turns. | 12 | 144 |
| MS. SCHWARTZ: Okay. | 13 | 144 |
| MS. DAVIS: I just have to add some clarity, | 14 | 144 |
| because we've brought up the tax cheat situation, and | 15 | 144 |
| I want to -- | 16 | 144 |
| (Laughter; simultaneous discussion.) | 17 | 144 |
| MS. DAVIS: We do it for other reasons, ease | 18 | 144 |
| of convenience being one of them. You know, we sound | 19 | 144 |
| like we're coming at it from different angles, and I | 20 | 144 |
| still believe we all have this same best interest of | 21 | 144 |
| the consumer, giving them credit, helping them get in | 22 | 144 |
| the homes and helping them succeed. | 23 | 144 |
| In the non-prime loans, there are a lot of | 24 | 144 |
| people that are in homes and are making payments, and | 25 | 144 |
| are doing very fine and that's a very good thing. A | 1 | 145 |
| lot of what has happened over the past three years has | 2 | 145 |
| enabled them to do that. | 3 | 145 |
| I still go back to when you talk about | 4 | 145 |
| stated income. We've talked about just one of many | 5 | 145 |
| things. It's just one factor. We talk about what to | 6 | 145 |
| me is the ability to pay. We've referred to that in | 7 | 145 |
| almost every part of this conversation. | 8 | 145 |
| In order to have the ability to pay, you | 9 | 145 |
| have to have income and you have to have willingness | 10 | 145 |
| to pay. On income, we've heard Bill talk about the | 11 | 145 |
| fact that I can provide a document, does not mean it's | 12 | 145 |
| real, Okay. There is fraud. Anybody can do anything. | 13 | 145 |
| So as lenders, you have to be very good | 14 | 145 |
| underwriters. You have to be able to understand the | 15 | 145 |
| consumers that you're serving. You need to be able to | 16 | 145 |
| understand what Pablo said, is that reasonableness. | 17 | 145 |
| Is that reasonable? Is the person that is in a low to | 18 | 145 |
| moderate income job and it disclosing an unreasonable | 19 | 145 |
| amount of income, does that make sense? Do all of the | 20 | 145 |
| factors together in this picture make sense? | 21 | 145 |
| Not just one in isolation, but all of them. | 22 | 145 |
| I think we are making more out of stated income than | 23 | 145 |
| maybe really is necessary. I think there is a point, | 24 | 145 |
| a place for it. I think there are concerns relative, | 25 | 145 |
| in terms of our bright line, of where we said we're | 1 | 146 |
| really uncomfortable because there's not enough | 2 | 146 |
| support under a 620 FICO. But I think we're going a | 3 | 146 |
| step too far. | 4 | 146 |
| GOVERNOR KROSZNER: This might be a good | 5 | 146 |
| transition, because I think you're right. There's a | 6 | 146 |
| very close relationship between some of the things | 7 | 146 |
| we're discussing right now and Janis had mentioned | 8 | 146 |
| this as an issue. | 9 | 146 |
| The ability to document may also have | 10 | 146 |
| something to do with affordability of products that | 11 | 146 |
| are being offered to people. That was one of the last | 12 | 146 |
| issues that I want to discuss. | 13 | 146 |
| Something I did want to make sure that we | 14 | 146 |
| came back to, because it was mentioned just briefly, | 15 | 146 |
| is the relationship between risk layering and other | 16 | 146 |
| affordability or risk layering and documentation, | 17 | 146 |
| because I think that's one of the challenges. | 18 | 146 |
| It's not just that, you know, you get the 80 | 19 | 146 |
| percent loan, but it's also when you do the 80-20, and | 20 | 146 |
| have that other piece on it. That poses a lot of | 21 | 146 |
| challenges to people, when they really have no skin in | 22 | 146 |
| the game to be doing that. | 23 | 146 |
| Then if there's just slight changes in the | 24 | 146 |
| market, getting back to what Martin was just talking | 25 | 146 |
| about, very slight variations in the market can lead | 1 | 147 |
| to very different behavior, than if you don't have | 2 | 147 |
| that same kind of risk layering. | 3 | 147 |
| So there might be some sort of interesting | 4 | 147 |
| interaction between risk layering and -- affordability | 5 | 147 |
| issues and risk layering and documentation. But I | 6 | 147 |
| just wanted to sort of move in, not say completely | 7 | 147 |
| move away from the stated income and low documentation | 8 | 147 |
| ideas, because I think they're related, but to move us | 9 | 147 |
| a little bit towards the broader ability to pay and | 10 | 147 |
| affordability discussion. | 11 | 147 |
| MR. EAKES: The risk layering is very hard | 12 | 147 |
| to do. It makes very good sense to have in | 13 | 147 |
| examination guidance, because then you can go in and | 14 | 147 |
| check, line by line. It's very hard to say, in a | 15 | 147 |
| bright line rule, when you have four of the five | 16 | 147 |
| possibly bad features, or you can have two of the | 17 | 147 |
| five. | 18 | 147 |
| It doesn't work for a bright line rule | 19 | 147 |
| standard. I think risk layering, it's a different | 20 | 147 |
| discussion in a different context. | 21 | 147 |
| MS. COHEN: Well, speaking of risk layering | 22 | 147 |
| and no doc loans, one of my favorite recent examples | 23 | 147 |
| of this issue is a self-employed couple. They're | 24 | 147 |
| lobstermen in Maine. They've got a broker fee of | 25 | 147 |
| 5,000, and a yield spread premium of 8,000 bucks, an | 1 | 148 |
| inflated appraisal, an inflated title insurance, and | 2 | 148 |
| their monthly payment now is more than their income. | 3 | 148 |
| They're self-employed. So they have to pay | 4 | 148 |
| for their boat and their, you know, lobster cages and | 5 | 148 |
| all the other things. So we have a problem, and if we | 6 | 148 |
| can't resolve this through a checklist, as Martin just | 7 | 148 |
| described, the source of the problem in this loan is | 8 | 148 |
| that it's a no doc loan. | 9 | 148 |
| Because if you actually look at what the | 10 | 148 |
| people could afford, they never would have gotten the | 11 | 148 |
| loan to begin with. We separately need to resolve | 12 | 148 |
| inflated appraisals, but they're not unrelated. | 13 | 148 |
| What Janis was talking about before makes it | 14 | 148 |
| extremely clear. You can document unconventional | 15 | 148 |
| income, and the flip side of not documenting | 16 | 148 |
| unconventional income is that it is regularly | 17 | 148 |
| falsified. There are lawyers around the country who | 18 | 148 |
| can tell you that on a routine basis, they see Uniform | 19 | 148 |
| Residential Loan Applications, which by the way is | 20 | 148 |
| many more words and many more syllables than anyone | 21 | 148 |
| can understand. Maybe you can compensate with a | 22 | 148 |
| disclosure. | 23 | 148 |
| Where income is falsified, babysitting | 24 | 148 |
| income, rental income, that is routine. So it is | 25 | 148 |
| incumbent upon the Fed to some way to create a rule | 1 | 149 |
| that says you have to verify that income. It is | 2 | 149 |
| without requiring verification of that income, you're | 3 | 149 |
| allowing qualification of that income, and it's a | 4 | 149 |
| serious problem. | 5 | 149 |
| It is universally understood by people who | 6 | 149 |
| talk to abused consumers that no doc loans are a | 7 | 149 |
| serious root of the problem. | 8 | 149 |
| MR. BREWSTER: I'd like to respond to that. | 9 | 149 |
| I believe that -- I was actually thinking that I was | 10 | 149 |
| really gratified that people were saying that fraud is | 11 | 149 |
| Okay. Everybody was saying take this and focus very | 12 | 149 |
| clearly. You should get fraud. | 13 | 149 |
| I've seen the exposure that's out there, | 14 | 149 |
| that says if you lie on the application about | 15 | 149 |
| anything, then that's fraud. I had kind of a question | 16 | 149 |
| for Martin on that issue, which was somewhat | 17 | 149 |
| connected, on stated income. | 18 | 149 |
| One of the rationales for a stated income | 19 | 149 |
| loan is that it's easier to do it more efficiently. | 20 | 149 |
| Doesn't that argue that it should be cheaper? If it | 21 | 149 |
| was cheaper to the consumer, would that make it Okay? | 22 | 149 |
| Because I'm hearing two arguments. | 23 | 149 |
| One is that consumers will be pushed into | 24 | 149 |
| stated income loans because the price is different. | 25 | 149 |
| But then what Alys just said, that the stated income | 1 | 150 |
| loans give consumers a choice, basically, to not tell | 2 | 150 |
| the truth. | 3 | 150 |
| And somehow, even though we have rules that | 4 | 150 |
| say that you shouldn't lie or exaggerate, now you're | 5 | 150 |
| given the freedom to state your income how you want. | 6 | 150 |
| It is freedom to lie, and I don't think that that is | 7 | 150 |
| something we can regulate. | 8 | 150 |
| There's already rules out there that say you | 9 | 150 |
| shouldn't lie, that it's a crime. | 10 | 150 |
| MS. COHEN: I'm all in favor of not lying. | 11 | 150 |
| The question really is who's lying. Now no doc loans, | 12 | 150 |
| stated income loans are known as liar loans. That is | 13 | 150 |
| the standard description of them in the industry, and | 14 | 150 |
| it's not because the borrower lies. It's because the | 15 | 150 |
| loan originator. That is the standard -- | 16 | 150 |
| MR. BREWSTER: Hold on for a second. We | 17 | 150 |
| don't accept liar loans as a standard. I know we hear | 18 | 150 |
| it and Fannie Mae certainly doesn't think that that's | 19 | 150 |
| appropriate. But I understand people say that, but I | 20 | 150 |
| think that's a mis-definition. I think it's a | 21 | 150 |
| mischaracterization, because as a basic example, | 22 | 150 |
| there's lenders out there that are telling people | 23 | 150 |
| specifically that it's not a liar loan. So I just | 24 | 150 |
| want to make that clear. | 25 | 150 |
NEAL R. GROSS
COURT REPORTERS AND TRANSCRIBERS
1323 RHODE ISLAND AVE., N.W.
WASHINGTON, D.C. 20005-3701
(202) 234-4433
www.nealrgross.com
