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 |
|---|---|---|
| MS. BRAUNSTEIN: Well, my question if it is. | 1 | 151 |
| So we're not going to make -- | 2 | 151 |
| MR. EAKES: If you really reach a point | 3 | 151 |
| where you think income does not correlate with | 4 | 151 |
| performance, you don't need to have stated income or | 5 | 151 |
| anything. You just stop having a form of any sort | 6 | 151 |
| dealing with income. You just do away with it. | 7 | 151 |
| And if you can save $300 in closing costs, | 8 | 151 |
| that's $3 million subprime borrowing, you're going to | 9 | 151 |
| have a billion dollars of potential savings that could | 10 | 151 |
| pass through to consumers. | 11 | 151 |
| The problem is that's not how it really | 12 | 151 |
| works, and without wanting to sound too moralistic, | 13 | 151 |
| that it is Southern and preachy, I heard the | 14 | 151 |
| statistics that I think that 90 percent of stated | 15 | 151 |
| income loans are exaggerated by 10 to 20 percent. | 16 | 151 |
| I've heard the statistic of 50 percent stated income | 17 | 151 |
| are exaggerated by more than 50 percent of income. | 18 | 151 |
| If we have a mechanism in place that when | 19 | 151 |
| the borrowers or originators or creditors or lenders, | 20 | 151 |
| that we are inducing people to lie routinely in | 21 | 151 |
| commercial transactions, it's not good for the overall | 22 | 151 |
| ethical standards within the industry. | 23 | 151 |
| I think that that really is what has | 24 | 151 |
| occurred over the last three or four years, | 25 | 151 |
| particularly in the subprime market. It really it's | 1 | 152 |
| just not like, it's just a gap. It's inducing | 2 | 152 |
| dishonesty. Regardless of who you point the finger | 3 | 152 |
| at, it's not a good thing. | 4 | 152 |
| If we can say that it is irrelevant, that | 5 | 152 |
| income is not -- does not add any value over and above | 6 | 152 |
| a FICO score, then let's do a FICO score because it's | 7 | 152 |
| so cheap. But that's not really what we're finding | 8 | 152 |
| out, now that price appreciation is starting to level | 9 | 152 |
| out. | 10 | 152 |
| We're finding that income does matter, and | 11 | 152 |
| the level from these Bear Stearns reports I've seen, | 12 | 152 |
| we need later 60 percent of the loans that have stated | 13 | 152 |
| income, 60 percent of the loans in 2006 that have 80- | 14 | 152 |
| 20 first and second, and as some of my industry | 15 | 152 |
| friends say, well, we call them jokingly 90-20, | 16 | 152 |
| because they were never added up to 100 percent of the | 17 | 152 |
| value. It's always 110 percent of the value. | 18 | 152 |
| You get catastrophic results from 40, 50, 60 | 19 | 152 |
| percent. You get huge loans or defaults when you | 20 | 152 |
| combine those two later. You can't sustain this. | 21 | 152 |
| MR. CHANIN: Can I follow up on that, just | 22 | 152 |
| in terms of what income matters, that's kind of a | 23 | 152 |
| secondary debate. There is some question as to | 24 | 152 |
| whether income matters. But debt to income certainly | 25 | 152 |
| matters, and there is this notion of borrower's | 1 | 153 |
| ability to repay and how you address that. | 2 | 153 |
| There have been some suggestions, and I | 3 | 153 |
| don't recall specific state laws, but certainly bills, | 4 | 153 |
| that have said a presumptively legitimate, if you | 5 | 153 |
| will, debt to income ratio of 50 percent, saying that | 6 | 153 |
| if the debt to income ratio is 50 percent or less, | 7 | 153 |
| then that loan is presumptively legitimate. | 8 | 153 |
| Some laws have said the fact that it's over | 9 | 153 |
| 50 percent doesn't mean it's not valid and so forth. | 10 | 153 |
| But are there, I guess I'd like to get some comments | 11 | 153 |
| on debt to income ratios, how you measure ability to | 12 | 153 |
| repay, whether it is feasible to have a standard and | 13 | 153 |
| what the fallout might be from any such standard. | 14 | 153 |
| MR. SANCHEZ: Let me jump in here, because I | 15 | 153 |
| just don't want to let that comment that it's the loan | 16 | 153 |
| officers out there are the liars, etcetera. I think | 17 | 153 |
| we bear a level of responsibility to how we do and how | 18 | 153 |
| we train our sales people and how we do it. | 19 | 153 |
| But the consumer's part of the transaction | 20 | 153 |
| too, right? And so I think we shouldn't just say this | 21 | 153 |
| is a stated income problem and it is all because of | 22 | 153 |
| the lenders and because they're all benefitting from | 23 | 153 |
| it. | 24 | 153 |
| There are folks that do this business the | 25 | 153 |
| right way, and I just would hate to have that as the | 1 | 154 |
| last record here, that it's all the lenders' fault | 2 | 154 |
| that this is happening. | 3 | 154 |
| MR. EAKES: Harry will tell you that | 4 | 154 |
| generally, we lenders and advocates join together and | 5 | 154 |
| beat up on the brokers, right. | 6 | 154 |
| (Laughter.) | 7 | 154 |
| MS. COHEN: Pablo, I appreciate that, and I | 8 | 154 |
| think there are a lot of -- I like my mortgage broker. | 9 | 154 |
| I told Harry that. I like my mortgage lender. I've | 10 | 154 |
| had some questions about some of my services. | 11 | 154 |
| I want to be very clear with people, because | 12 | 154 |
| it's been my experience that people don't understand | 13 | 154 |
| what real human beings experience when they get a | 14 | 154 |
| subprime loan. | 15 | 154 |
| So let me tell you. They don't fill out an | 16 | 154 |
| application. They don't get any documentation in | 17 | 154 |
| advance. Generally speaking, this is what our clients | 18 | 154 |
| experience. When I say "our clients," I'm | 19 | 154 |
| representing legal services lawyers all over America | 20 | 154 |
| who tell me this. This is standard. | 21 | 154 |
| They show up at the closing. They don't | 22 | 154 |
| read any of the papers. They generally have an oral | 23 | 154 |
| experience; that's what happens. They don't know, for | 24 | 154 |
| the most part, that their income is falsified because | 25 | 154 |
| they haven't read the written or the typed version of | 1 | 155 |
| the application. | 2 | 155 |
| They didn't get an estimated TILA, for the | 3 | 155 |
| most part. If they did, it's a day in advance, and | 4 | 155 |
| then they sign on the dotted line. Sometimes, it's on | 5 | 155 |
| the side of the road on top of a car or at a diner, or | 6 | 155 |
| in their living room where they're busy showing their | 7 | 155 |
| children's pictures to the broker and the lender who's | 8 | 155 |
| in their living room. | 9 | 155 |
| So we need to think about what the real life | 10 | 155 |
| experience is of somebody when we're talking about | 11 | 155 |
| what's happening. | 12 | 155 |
| MR. SANCHEZ: And I would agree with that. | 13 | 155 |
| But I will tell you this, right. | 14 | 155 |
| MS. COHEN: And Harry may ask you that. | 15 | 155 |
| MR. SANCHEZ: That's not the preponderance | 16 | 155 |
| of people's experience. I grew up in this business as | 17 | 155 |
| a non-prime loan officer, right. The very first | 18 | 155 |
| mortgage I ever did was for a person who got into debt | 19 | 155 |
| a little bit over her head. All the banks said to her | 20 | 155 |
| no, we're not going to help you. It was part of a | 21 | 155 |
| consumer finance organization. We consolidated her | 22 | 155 |
| debts, saved her $750 a month. She baked me a banana | 23 | 155 |
| bread. I had not done a lot of loans. I was 140 | 24 | 155 |
| pound then; I'm 240 pounds now. | 25 | 155 |
| (Laughter.) | 1 | 156 |
| MR. SANCHEZ: Right, and it was properly | 2 | 156 |
| disclosed. She knew what she was signing. So I just | 3 | 156 |
| don't want to paint the whole business as this is the | 4 | 156 |
| way that it transacts. | 5 | 156 |
| MR. CHANIN: Can we move on -- | 6 | 156 |
| MS. COHEN: Can I ask you a question? | 7 | 156 |
| MR. CHANIN: No. I'd like to move on, | 8 | 156 |
| because we don't have much time. | 9 | 156 |
| (Simultaneous discussion.) | 10 | 156 |
| MS. COHEN: I'm answering your question. | 11 | 156 |
| MS. BRAUNSTEIN: That was your idea of the | 12 | 156 |
| 50 percent DTIs. | 13 | 156 |
| MS. COHEN: You know, I think that good | 14 | 156 |
| people can disagree about the specific question, | 15 | 156 |
| about whether there should be a cap or not. But there | 16 | 156 |
| appear to be people who can pay above DTI, and there | 17 | 156 |
| appear to be people who can pay above 50 percent, and | 18 | 156 |
| there are people who can't. | 19 | 156 |
| Whether or not you have a percentage that | 20 | 156 |
| you're looking at, if they don't have enough cash to | 21 | 156 |
| pay their exploding energy costs and their child care | 22 | 156 |
| and their transportation and their medicine, which may | 23 | 156 |
| not be insured, it's irrelevant what their DTI is. | 24 | 156 |
| So both of those analyses seem relevant. | 25 | 156 |
| And then the question is what do you do for people on | 1 | 157 |
| social security, who are having their income grossed | 2 | 157 |
| up. I have in front of me a Wells Fargo loan. It's a | 3 | 157 |
| 228 made to buyer who was on social security. It's | 4 | 157 |
| refinancing over $10,000 in credit card debt, and | 5 | 157 |
| she's paying about 50 percent of her income, 50 | 6 | 157 |
| percent of her social security, her take-home income, | 7 | 157 |
| towards her mortgage. | 8 | 157 |
| There's something wrong with that picture. | 9 | 157 |
| So the question is, how can we get at that? It may be | 10 | 157 |
| a complicated set of -- a list of characteristics, | 11 | 157 |
| rather than if you go over this number, then it's okay | 12 | 157 |
| or not okay. Not complicated, but a list. | 13 | 157 |
| MR. RHEINGOLD: And I think the point, part | 14 | 157 |
| of that point is when you figure out what that DTI | 15 | 157 |
| standard is, is that residual income is an important | 16 | 157 |
| part of that factor as well. I mean because people | 17 | 157 |
| have different levels of income. | 18 | 157 |
| So you need to actually factor not only debt | 19 | 157 |
| to income, but actually how much money is really left | 20 | 157 |
| in their pocket that can afford to pay all the | 21 | 157 |
| expenses that people have today. So I think it's not | 22 | 157 |
| just a sort of okay, this is the limit, because it | 23 | 157 |
| varies based on what people's actual income is, and | 24 | 157 |
| what income they have. | 25 | 157 |
| MR. DINHAM: I would agree with that | 1 | 158 |
| statement, because the VA has been doing this for | 2 | 158 |
| years. The VA comes out with a 45 percent ratio plus, | 3 | 158 |
| I can't remember the exact number. You've got to have | 4 | 158 |
| so much for the husband and wife and so much for every | 5 | 158 |
| child, and you have to have leftover. | 6 | 158 |
| I don't know how that takes into account for | 7 | 158 |
| what Alys was alluding to, about the uninsured drugs | 8 | 158 |
| or anything. But at least you're doing something to | 9 | 158 |
| be sure that the person does have enough to live on | 10 | 158 |
| after they get into the home. | 11 | 158 |
| So I think that is something that we can all | 12 | 158 |
| learn to live with. I think it's something we should | 13 | 158 |
| have been looking at and we haven't been looking at. | 14 | 158 |
| These percentages, you know, we stretched | 15 | 158 |
| them when the young kids got in in the beginning, | 16 | 158 |
| where they were doing the 2836 and just starting on a | 17 | 158 |
| house, and most of them all worked out. | 18 | 158 |
| But they were still stretching on the 95 | 19 | 158 |
| percent loans. So I think that if we look at the | 20 | 158 |
| backside, we'll all be a lot better off. | 21 | 158 |
| MR. EAKES: FHA and VA are really a | 22 | 158 |
| datapoint that we should look at. Their maximum debt | 23 | 158 |
| to income ratio is 41 percent, and they do this | 24 | 158 |
| residual income that both Alys and Harry are talking | 25 | 158 |
| about. | 1 | 159 |
| They still have a default for any years with | 2 | 159 |
| the loans. It's somewhere between 15 and 20 percent. | 3 | 159 |
| So it's relatively high at 41 percent. There's no | 4 | 159 |
| way, without fixing those other income factors, that | 5 | 159 |
| you can have a 50 percent debt income limit and have | 6 | 159 |
| any kind of sustainable number of people make those | 7 | 159 |
| loans. | 8 | 159 |
| So somewhere between 41 and 50, you have set | 9 | 159 |
| debt-income. Here, I wanted to slide away to the | 10 | 159 |
| lender side. You know, I've got five billion dollars | 11 | 159 |
| of loans. I'm telling you if you put something in | 12 | 159 |
| about ability to repay, I want you to have a debt- | 13 | 159 |
| income ratio specified bright line in this rule. | 14 | 159 |
| My reason for that is I don't want to slide | 15 | 159 |
| over and have something that -- I want to be able to | 16 | 159 |
| know precisely that I've made a good loan, and that | 17 | 159 |
| you're not going to subject me to liability. | 18 | 159 |
| I would say that I believe 50 percent is too | 19 | 159 |
| high. However, within HOEPA itself it uses the 50 | 20 | 159 |
| percent. The reason the different states have 50 | 21 | 159 |
| percent debt-income presumption in one direction or | 22 | 159 |
| the other, is because -- and I was involved in many of | 23 | 159 |
| those laws across the country -- is because HOEPA had | 24 | 159 |
| it. | 25 | 159 |
| HOEPA had in there a 50 percent debt-income | 1 | 160 |
| presumption. So we triggered off of that around the | 2 | 160 |
| states. Not because we really believed it was the | 3 | 160 |
| right trigger, but because we didn't feel like we had | 4 | 160 |
| another federal standard for 41 percent, which is | 5 | 160 |
| really closer to what it should be as a maximum. | 6 | 160 |
| MS. BOWDLER: I also just want to add -- | 7 | 160 |
| take the time to agree with Harry, because normally I | 8 | 160 |
| just wanted a little bit of detail which I want to | 9 | 160 |
| focus on the most and I don't get that opportunity | 10 | 160 |
| often. | 11 | 160 |
| But NCLR has been doing a series of | 12 | 160 |
| roundtables across the country with the National | 13 | 160 |
| Association of Real Estate Professionals, interviewing | 14 | 160 |
| mortgage brokers, practicing mortgage brokers. We've | 15 | 160 |
| done two cities. We've got four more this month. | 16 | 160 |
| What they are telling me is that exactly | 17 | 160 |
| what Harry described, the standard best practice for | 18 | 160 |
| them, something that they would consider important for | 19 | 160 |
| any originators to be doing, which is to sit down and | 20 | 160 |
| understand the totality of the consumers' situation. | 21 | 160 |
| So their understanding of what their financial | 22 | 160 |
| situation is and what their financial goals are, and | 23 | 160 |
| then therefore their residual income and what they | 24 | 160 |
| have available. | 25 | 160 |
| So the idea that Alys proposed, of a list of | 1 | 161 |
| minimum understanding of a person's situation, I | 2 | 161 |
| think, is important to this conversation and it also | 3 | 161 |
| goes to ability to repay as well. | 4 | 161 |
| MS. BRAUNSTEIN: Down at the industry end, | 5 | 161 |
| I'd just like to hear what you think about bright line | 6 | 161 |
| standards for ability to repay, especially if it | 7 | 161 |
| wasn't in guidance; if it was somehow codified in the | 8 | 161 |
| national rule. | 9 | 161 |
| MR. BREWSTER: There's just a lot of | 10 | 161 |
| documents on this subject. There's a lot of | 11 | 161 |
| conventional documents that have FHA-VA minimum | 12 | 161 |
| standards. I think it's going to be very difficult to | 13 | 161 |
| put it in a single standard, unless you take into | 14 | 161 |
| consideration all the other standards already out | 15 | 161 |
| there. | 16 | 161 |
| I mean a couple of years ago, when I started | 17 | 161 |
| as a loan officer, as Harry mentioned, there's 28 | 18 | 161 |
| versions of the conventional standards, and | 19 | 161 |
| underwriters are just not going to go past that. The | 20 | 161 |
| business changes. A lot of the stuff that's out there | 21 | 161 |
| now is not rules-based but it's guidance-based. A lot | 22 | 161 |
| of it's automated underwriting. So there's more | 23 | 161 |
| nuances than just relying on a bright line standard. | 24 | 161 |
| MS. SCHWARTZ: I agree. I think if you do | 25 | 161 |
| anything in rule-making, it has to be clear. It's | 1 | 162 |
| just that to be processed, there's a lot of damage | 2 | 162 |
| that could be done. | 3 | 162 |
| But it feels like it's such a dynamic | 4 | 162 |
| process to underwrite a loan. There's just so many | 5 | 162 |
| factors, so many differences that in a sense, the | 6 | 162 |
| guidance on how to deal with it might be better. | 7 | 162 |
| Just as an observation, I think if you do | 8 | 162 |
| any rule-making on it, you're going to have to be very | 9 | 162 |
| careful, like with that 2836. If that were in a rule- | 10 | 162 |
| making, you know, you would have had a far different | 11 | 162 |
| standard ten years ago. Some of us might have -- | 12 | 162 |
| (Simultaneous discussion.) | 13 | 162 |
| MS. SCHWARTZ: We have had -- we do have a | 14 | 162 |
| record of brokers in the market and it's not all bad, | 15 | 162 |
| that's for sure. | 16 | 162 |
| MR. SANCHEZ: And I would add that I think | 17 | 162 |
| we have a fairly sophisticated way of looking at the | 18 | 162 |
| performance of loans, and I particularly wouldn't want | 19 | 162 |
| to see a bright line rule around 50 percent. I think | 20 | 162 |
| we need to have the flexibility. In the non-profit | 21 | 162 |
| space, I think that's very reasonable. | 22 | 162 |
| As long as we have to implement this, if we | 23 | 162 |
| believe this to be true and reasonable for that | 24 | 162 |
| consumer, then our prevailing performance, our best | 25 | 162 |
| performance needs to be measured. We don't get to | 1 | 163 |
| just do whatever we want, right. | 2 | 163 |
| We have folks to answer to. We've got | 3 | 163 |
| profitability standards that we've got to meet, and | 4 | 163 |
| quite frankly, neither the consumer nor us would want | 5 | 163 |
| to be in a situation where we're foreclosing or have | 6 | 163 |
| somebody that's not having the ability to repay their | 7 | 163 |
| debt. | 8 | 163 |
| So I think we're fairly sophisticated around | 9 | 163 |
| being able to decide that for ourselves, as long as | 10 | 163 |
| the secondary market is for us. But we've got to make | 11 | 163 |
| sure that the income is real. | 12 | 163 |
| MR. EAKES: If we give an ability to repay | 13 | 163 |
| and a debt to income, we must take into account this | 14 | 163 |
| 80-20 problem, the second mortgage. It would make no | 15 | 163 |
| sense to have a first mortgage that is whatever size | 16 | 163 |
| it took to meet an ability to repay a debt income | 17 | 163 |
| standard. | 18 | 163 |
| Yet there's this other part of the | 19 | 163 |
| transaction that is somehow behind closed doors still | 20 | 163 |
| related to it. So somehow you will need to | 21 | 163 |
| incorporate what is a dominant practice, at least in | 22 | 163 |
| 2006, of the second mortgage problem. | 23 | 163 |
| MR. SANCHEZ: Martin, are you saying that | 24 | 163 |
| you feel the piggyback second is not factored into the | 25 | 163 |
| debt to income ratio? Is that what you're saying? | 1 | 164 |
| MR. EAKES: I'm just saying it needs to be. | 2 | 164 |
| MS. BRAUNSTEIN: Absolutely, and that would | 3 | 164 |
| need to be spelled out, is what you're saying? | 4 | 164 |
| MR. SANCHEZ: Yes. | 5 | 164 |
| MS. BRAUNSTEIN: Right. So that people, | 6 | 164 |
| that wouldn't be a loophole. | 7 | 164 |
| MR. SANCHEZ: And that is something we've | 8 | 164 |
| done and have always done as part of that tradeoff. | 9 | 164 |
| MR. EAKES: Chase actually, just if I can | 10 | 164 |
| give you a little plaudit, for at least the last five | 11 | 164 |
| or six years, has had the lowest delinquency of any | 12 | 164 |
| subprime lender. So you clearly are underwriting to a | 13 | 164 |
| tighter ability to repay than virtually any other | 14 | 164 |
| lender, and we recognize it. | 15 | 164 |
| MR. SANCHEZ: Thank you for saying that. | 16 | 164 |
| GOVERNOR KROSZNER: It is noon, and that was | 17 | 164 |
| some agreement, which was good. | 18 | 164 |
| (Laughter.) | 19 | 164 |
| GOVERNOR KROSZNER: I think we've had a | 20 | 164 |
| really robust discussion of a number of extremely | 21 | 164 |
| important issues, and I really appreciate the | 22 | 164 |
| panelists for taking the time to come with us. | 23 | 164 |
| I really appreciate the honesty and exchange | 24 | 164 |
| of information that we've had. Let's break for lunch | 25 | 164 |
| and we will reconvene promptly at one. | 1 | 165 |
| MS. BRAUNSTEIN: Can I just -- one note. I | 2 | 165 |
| just want to remind people, if you're planning to sign | 3 | 165 |
| up for the open mike session, that there's a table | 4 | 165 |
| right outside the door, and you should make sure to do | 5 | 165 |
| that. Thank you. | 6 | 165 |
| (Whereupon, at 12:03 p.m., a luncheon recess | 7 | 165 |
| was taken.) | 8 | 165 |
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| A F T E R N O O N S E S S I O N | 1 | 166 |
| 1:09 p.m. | 2 | 166 |
| GOVERNOR KROSZNER: We'd like to get | 3 | 166 |
| started. Thank you. We'd like to get started again. | 4 | 166 |
| All right. So thank you very much for coming back, | 5 | 166 |
| and it's a few minutes late. What I think we're going | 6 | 166 |
| to do is go through this panel. It's going to be | 7 | 166 |
| approximately two hours and we'll end it around three | 8 | 166 |
| o'clock. We'll take a very, very short break and then | 9 | 166 |
| go to the open mike session after that and finish | 10 | 166 |
| hopefully right around four o'clock or a few minutes | 11 | 166 |
| after four. | 12 | 166 |
| So this afternoon's panel is thinking some | 13 | 166 |
| of the perspectives on rule-making initiatives from | 14 | 166 |
| the state government and researchers' perspective. We | 15 | 166 |
| have once again a superb panel. Why don't we do the | 16 | 166 |
| same ordering as last time, and start down at the end | 17 | 166 |
| with Tom Miller, who's down there? | 18 | 166 |
| From the attorney general of Iowa, and the | 19 | 166 |
| same rules. Five minutes for opening statements and | 20 | 166 |
| that will leave a good amount of time for some robust | 21 | 166 |
| discussion. Tom? | 22 | 166 |
| MR. MILLER: Thank you. Thank you very | 23 | 166 |
| much. Thank you to the Federal Reserve for embarking | 24 | 166 |
| on this process. I think it's a very important | 25 | 166 |
| process and discussion, so hopefully the rules and | 1 | 167 |
| regulations then comes out of this. | 2 | 167 |
| Like I said, it's so important for this | 3 | 167 |
| reason, that there's really been a significant change | 4 | 167 |
| going forward in consumer protection enforcement in | 5 | 167 |
| our country, in the financial area, because of the | 6 | 167 |
| preemption that was taken by the OCC, and then | 7 | 167 |
| ultimately supported by the Supreme Court of the | 8 | 167 |
| United States in Waters versus Wachovia. | 9 | 167 |
| This has given considerably more power, as a | 10 | 167 |
| practical matter, to the federal agencies. With power | 11 | 167 |
| comes responsibility, very, very important | 12 | 167 |
| responsibility, because of what we're dealing with | 13 | 167 |
| here, people's finances regarding their homes, cars | 14 | 167 |
| and other items. | 15 | 167 |
| So we're at a very important point in | 16 | 167 |
| consumer protection in the United States. Among the | 17 | 167 |
| federal agencies, the one with the greatest power is | 18 | 167 |
| the Federal Reserve, for a whole host of circumstances | 19 | 167 |
| and legislation and history. | 20 | 167 |
| That's probably a good thing. The Federal | 21 | 167 |
| Reserve has an incredible reputation, incredible | 22 | 167 |
| staff, tradition. It has the ability to resolve these | 23 | 167 |
| questions, has the credibility to resolve these | 24 | 167 |
| questions. | 25 | 167 |
| So in a sense, this is a fitting way to | 1 | 168 |
| wonder through this maze of preemption, and hopefully | 2 | 168 |
| come to a very good conclusion. I think that the four | 3 | 168 |
| issues that have been identified for discussion in | 4 | 168 |
| this process are very good issues. | 5 | 168 |
| The one that I'm the most concerned about, | 6 | 168 |
| as a state attorney general, is the ability to pay. | 7 | 168 |
| You know, I was the lead attorney general in the | 8 | 168 |
| AmeriQuest case, the Household case before that as | 9 | 168 |
| well. We've done, we think a lot in the subprime | 10 | 168 |
| area. | 11 | 168 |
| It's very painful to see what has happened | 12 | 168 |
| in the last couple of years. In our view, the biggest | 13 | 168 |
| trigger has been the 228s, with the ability to pay for | 14 | 168 |
| two years, not the ability to pay for the 28. That is | 15 | 168 |
| the prime driver in this enormous foreclosure mess | 16 | 168 |
| that we find ourselves in, both in terms of the people | 17 | 168 |
| involved, the borrowers and the people that own the | 18 | 168 |
| loans. | 19 | 168 |
| You know, common sense tells us that if you | 20 | 168 |
| take out a loan, you should have the ability to pay. | 21 | 168 |
| Not just for a short time, but over the course of the | 22 | 168 |
| loan. You know, some practices that hurt consumers | 23 | 168 |
| benefit the lenders, namely in the fee areas. | 24 | 168 |
| But in this concept, it works against both. | 25 | 168 |
| It's bad for the borrower and it's bad for the | 1 | 169 |
| ultimate investor or lender, because in this context | 2 | 169 |
| certainly, when consumers are abused, when it's | 3 | 169 |
| against their interest, it's also against the interest | 4 | 169 |
| of the lending side, because the consumer ultimately | 5 | 169 |
| can't pay. | 6 | 169 |
| We have the marriage of both consumer | 7 | 169 |
| protection and safety and soundness in this criteria, | 8 | 169 |
| in this proposal. So I would strongly encourage the | 9 | 169 |
| Federal Reserve to go ahead and make strong | 10 | 169 |
| regulations concerning the ability to pay. | 11 | 169 |
| Common sense supports it; consumer | 12 | 169 |
| protection supports it; safety and soundness supports | 13 | 169 |
| it. Briefly then on the other three, all of which I | 14 | 169 |
| think are important, probably the second most | 15 | 169 |
| important, in my view, is the stated loans. | 16 | 169 |
| As a practical matter, am I moving too much | 17 | 169 |
| here? As a practical matter, there are companies that | 18 | 169 |
| don't violate the law in terms of stated loans, and | 19 | 169 |
| there are other companies that violate it very, very | 20 | 169 |
| often. | 21 | 169 |
| This is a serious problem. It is | 22 | 169 |
| potentially a criminal problem. Stated loans have to | 23 | 169 |
| be cleaned up. Whether they're totally banned or | 24 | 169 |
| whether there's tight restrictions that make sure we | 25 | 169 |
| don't have the problem in the future, it has to be | 1 | 170 |
| done either way. The current situation is totally | 2 | 170 |
| unacceptable. | 3 | 170 |
| I do support also the changes in prepayment | 4 | 170 |
| penalties. We don't have prepayment penalties in Iowa | 5 | 170 |
| and consumers and lenders survived just fine, and I do | 6 | 170 |
| support the escrow. | 7 | 170 |
| Finally, I want to mention briefly what I | 8 | 170 |
| mentioned yesterday, and that is that in the subprime | 9 | 170 |
| market, if the major players were to all work together | 10 | 170 |
| on an ongoing basis, using our powers and anticipating | 11 | 170 |
| problems, this industry could be cleaned up. | 12 | 170 |
| When I say "the players," I mean the Federal | 13 | 170 |
| Reserve, the OTC, the OTS, the FDIC, the state | 14 | 170 |
| attorney generals and the state banking regulators. | 15 | 170 |
| This is an area where the states do still | 16 | 170 |
| have considerable power. If we developed a working | 17 | 170 |
| group where we had our most active and knowledgeable | 18 | 170 |
| people working all the time, consulting all the time, | 19 | 170 |
| what are you doing, what are the problems, what is | 20 | 170 |
| your progress, how do we solve it with the principals | 21 | 170 |
| involved at the appropriate time, we could clean up | 22 | 170 |
| the subprime market. Thank you. | 23 | 170 |
| GOVERNOR KROSZNER: All right. Thank you | 24 | 170 |
| very much. Let's move on to Mark Pearce from North | 25 | 170 |
| Carolina. | 1 | 171 |
| MR. PEARCE: Great. Good afternoon, | 2 | 171 |
| Governor Kroszner and members of the staff of the | 3 | 171 |
| Federal Reserve Board. My name is Mark Pearce, and | 4 | 171 |
| I'm Deputy Commissioner of Banks for the State of | 5 | 171 |
| North Carolina. | 6 | 171 |
| The Office of the Commissioner of Banks | 7 | 171 |
| licenses and supervises 1,600 mortgage lenders and | 8 | 171 |
| brokers, and 17,000 loan officers. Thank you for | 9 | 171 |
| permitting me the opportunity to talk today with you | 10 | 171 |
| about opportunities to ban unfair practices under | 11 | 171 |
| HOEPA regulation. | 12 | 171 |
| I do not envy your task. We are the world's | 13 | 171 |
| best, most innovative most competitive mortgage | 14 | 171 |
| delivery system in the world, bar none. Yet market | 15 | 171 |
| forces have outpaced regulatory control and due | 16 | 171 |
| diligence systems. | 17 | 171 |
| The private market has not prevented abusive | 18 | 171 |
| lending or improvident lending. Weak underwriting has | 19 | 171 |
| led to foreclosures. Thus, the Federal Reserve must | 20 | 171 |
| weigh the pressing need to reduce abusive lending with | 21 | 171 |
| the recognition that market innovation has helped many | 22 | 171 |
| homeowners through increased choice and lower costs. | 23 | 171 |
| So my comments today I'm going to offer you | 24 | 171 |
| North Carolina's experience with these issues, and my | 25 | 171 |
| views on the today's marketplace. | 1 | 172 |
| Despite the challenges, I believe HOEPA can | 2 | 172 |
| be updated to address problems in the marketplace, | 3 | 172 |
| without hampering innovation or access to credit. In | 4 | 172 |
| 1999, my home state of North Carolina enacted the | 5 | 172 |
| first state-level supplement to HOEPA. | 6 | 172 |
| Over the past eight years, studies have | 7 | 172 |
| tried to assess the impact of North Carolina's law, on | 8 | 172 |
| both abusive terms and on access to credit. Why this | 9 | 172 |
| question is important is worth studying. It is | 10 | 172 |
| nearly irrelevant to today's debate about payment | 11 | 172 |
| shock, stated income, lack of escrows. | 12 | 172 |
| While researchers built models and while | 13 | 172 |
| policymakers debated, market participants adapted to | 14 | 172 |
| North Carolina's law, without missing a beat. | 15 | 172 |
| Unscrupulous lenders developed new tools to take | 16 | 172 |
| advantage of vulnerable homeowners. | 17 | 172 |
| Products designed for high income and more | 18 | 172 |
| knowledgeable borrowers as an exception, they became | 19 | 172 |
| the norm for borrowers with poor credit and less | 20 | 172 |
| knowledge. | 21 | 172 |
| In 2001, North Carolina enacted a | 22 | 172 |
| comprehensive licensing and supervision scheme for | 23 | 172 |
| mortgage brokers, lenders and loan officers. In the | 24 | 172 |
| interest of time, I'll refer you to my written | 25 | 172 |
| statement on our experience in trying to regulate this | 1 | 173 |
| increasingly fragmented origination system. | 2 | 173 |
| It's been a work in progress, and it will | 3 | 173 |
| continue to be a work in progress, as the states work | 4 | 173 |
| together on a national licensing system and other | 5 | 173 |
| cooperative efforts. | 6 | 173 |
| In addition to licensing, North Carolina law | 7 | 173 |
| sets out duties expected of the mortgage originators. | 8 | 173 |
| We have principle-based standards that we use to get | 9 | 173 |
| rid of the bad apples in the marketplace. | 10 | 173 |
| However, principle-based rules alone do not | 11 | 173 |
| provide the clarity that's needed to channel | 12 | 173 |
| origination activity away from abusive loan terms. By | 13 | 173 |
| now it is old news that capital markets' appetite for | 14 | 173 |
| mortgage securities, coupled with too many mortgage | 15 | 173 |
| originators chasing too few loans, has led to poor | 16 | 173 |
| underwriting and to mortgage fraud. | 17 | 173 |
| In North Carolina, we've seen the selling of | 18 | 173 |
| loans based primarily on the initial monthly payment, | 19 | 173 |
| the use of loan products that lead to payment shock | 20 | 173 |
| two or three years down the road. | 21 | 173 |
| Subprime loans without checking borrower's | 22 | 173 |
| income, and loans with false information in the loan | 23 | 173 |
| documents. While North Carolina has suffered fewer | 24 | 173 |
| foreclosures than many other states, our evidence | 25 | 173 |
| supports the notion that payment shock and mortgage | 1 | 174 |
| fraud are built into too many subprime loans. | 2 | 174 |
| The Federal Reserve can reduce abusive | 3 | 174 |
| lending that we have witnessed in North Carolina by | 4 | 174 |
| updating its HOEPA regulation with a few clear | 5 | 174 |
| prohibitions, such as ban prepayment penalties and | 6 | 174 |
| subprime home loans; ban most stated income loans in | 7 | 174 |
| the subprime market; require the escrow of taxes and | 8 | 174 |
| insurance in the subprime loans; and to require | 9 | 174 |
| lenders, as Tom Miller said, to consider a borrower's | 10 | 174 |
| ability to repay the loan. | 11 | 174 |
| In addition, I encourage the Federal Reserve | 12 | 174 |
| to fix the broken system of disclosures in the | 13 | 174 |
| mortgage process. On behalf of CSBS, the Conference | 14 | 174 |
| of State Bank Supervisors, I have included in my | 15 | 174 |
| testimony a discussion draft of a model disclosure | 16 | 174 |
| form that we hope has the effect of providing not too | 17 | 174 |
| much, not too little, but just the right amount of | 18 | 174 |
| information to help borrowers make informed choices. | 19 | 174 |
| Now that being said, good disclosures will | 20 | 174 |
| not prevent bad loans. Recent problems in the | 21 | 174 |
| subprime market have exposed both the strengths and | 22 | 174 |
| weaknesses of relying on markets to ensure responsible | 23 | 174 |
| lending. Lenders and some investors have paid a price | 24 | 174 |
| for irresponsible lending practices. | 25 | 174 |
| At the same time, irresponsible practices | 1 | 175 |
| have had a devastating impact on too many families and | 2 | 175 |
| their communities. Market forces alone will not | 3 | 175 |
| protect our most vulnerable homeowners. | 4 | 175 |
| As regulators, we must use the right tools | 5 | 175 |
| at the right times, to keep pace with changes in the | 6 | 175 |
| marketplace. HOEPA did not solve predatory lending in | 7 | 175 |
| 1994. | 8 | 175 |
| The North Carolina predatory lending law in | 9 | 175 |
| 1999 did not solve predatory lending. The guidance | 10 | 175 |
| and the statements that we've been issuing and working | 11 | 175 |
| together on, they're helpful, but they're not | 12 | 175 |
| sufficient. | 13 | 175 |
| I respectfully urge the Federal Reserve to | 14 | 175 |
| update HOEPA now, while recognizing that even these | 15 | 175 |
| measures will not be the last word on predatory | 16 | 175 |
| lending. Thank you. | 17 | 175 |
| GOVERNOR KROSZNER: Thank you very much. | 18 | 175 |
| Let's now turn to Ren Essene from Harvard. | 19 | 175 |
| MS. ESSENE: Thanks. I want to start today | 20 | 175 |
| by thanking you, Governor Kroszner and of course the | 21 | 175 |
| Federal Reserve Board, for inviting me here today. | 22 | 175 |
| I'm a research analyst at the Joint Center for Housing | 23 | 175 |
| Studies at Harvard University, which is one of the | 24 | 175 |
| nation's leading sources of information and analysis | 25 | 175 |
NEAL R. GROSS
COURT REPORTERS AND TRANSCRIBERS
1323 RHODE ISLAND AVE., N.W.
WASHINGTON, D.C. 20005-3701
(202) 234-4433
www.nealrgross.com
