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 |
|---|---|---|
| issue. The recent U.S. Supreme Court decision in the | 1 | 201 |
| Waters case restricts states' ability to regulate | 2 | 201 |
| national banks and their direct operating | 3 | 201 |
| subsidiaries. | 4 | 201 |
| As a result, Minnesota's legislation doesn't | 5 | 201 |
| extend to national banks or national bank operating | 6 | 201 |
| subsidiaries. | 7 | 201 |
| Since the Minnesota legislation passed just | 8 | 201 |
| this spring, here's a classified ad from the June | 9 | 201 |
| Star-Tribute, Minneapolis' largest newspaper, that | 10 | 201 |
| says "We're hiring aggressive, paying aggressive | 11 | 201 |
| incentive bonuses. We're hiring retail mortgage loan | 12 | 201 |
| consultants. Our federally chartered status allows us | 13 | 201 |
| to continue to offer stated income and deferred | 14 | 201 |
| interest loans," because our law also bans negative | 15 | 201 |
| amortization loans. | 16 | 201 |
| So they're using essentially that Waters | 17 | 201 |
| decision to try to get around what would otherwise be | 18 | 201 |
| prohibitions. | 19 | 201 |
| So I think the states have shown leadership | 20 | 201 |
| in this area. The states also need to help the Board | 21 | 201 |
| to fully address this issue. | 22 | 201 |
| I'd like to make one final point. | 23 | 201 |
| Everything we're talking about today is really | 24 | 201 |
| prospective in nature, and we've got a lot of | 25 | 201 |
| homeowners today who are under water, who are in | 1 | 202 |
| trouble. I appreciate and recognize that the Board | 2 | 202 |
| has taken steps to encourage lenders under your | 3 | 202 |
| supervision to work with borrowers to reach effective | 4 | 202 |
| loan restructurings. | 5 | 202 |
| In my office, we're doing the same thing, | 6 | 202 |
| working with lenders and consumers. We'd just urge | 7 | 202 |
| the Board to do anything in its power to continue to | 8 | 202 |
| do that, and take that position. | 9 | 202 |
| I believe that the financial institutions | 10 | 202 |
| that helped create this problem, either by writing | 11 | 202 |
| abusive loans or providing the financing that enabled | 12 | 202 |
| them to occur, do have the responsibility to work with | 13 | 202 |
| the borrower to help solve the problem. I thank you | 14 | 202 |
| again for the opportunity. | 15 | 202 |
| GOVERNOR KROSZNER: Well, thank you very | 16 | 202 |
| much again for all the excellent presentations, and | 17 | 202 |
| for keeping to the time limits, so that we can have a | 18 | 202 |
| good, robust discussion once again. | 19 | 202 |
| I think where we want to start off is where | 20 | 202 |
| we ended in the discussion this morning, in thinking | 21 | 202 |
| about consideration for borrowers' ability to pay. | 22 | 202 |
| This is a subject that a number of you had mentioned, | 23 | 202 |
| and that's one of the things that Lori had concluded | 24 | 202 |
| with. | 25 | 202 |
| So I want to explore that a little bit | 1 | 203 |
| further, both what is being done in the different | 2 | 203 |
| states, and we would like to see what's being done at | 3 | 203 |
| the different state levels and what is available under | 4 | 203 |
| HOEPA. | 5 | 203 |
| I don't know who wants to sort of start off | 6 | 203 |
| with that. Probably one of the representatives from | 7 | 203 |
| the states might be -- | 8 | 203 |
| MS. BRAUNSTEIN: Yes. We're particularly | 9 | 203 |
| interested in how you define that in your state | 10 | 203 |
| statutes, and how you structure it, so that to put | 11 | 203 |
| some certainty some markets for the industry, so they | 12 | 203 |
| will know if they're meeting the criteria or not. | 13 | 203 |
| What are the statutes in this area? Lori, do you want | 14 | 203 |
| to start? | 15 | 203 |
| MS. SWANSON: Yes, I'd be happy to. In our | 16 | 203 |
| state, we do have a couple of different ways in the | 17 | 203 |
| Minnesota legislation. First, as I mentioned, we ban | 18 | 203 |
| purely stated income loans, no documentation loans. | 19 | 203 |
| Essentially, the state legislation says if you're | 20 | 203 |
| going to make and arrange a mortgage transaction, | 21 | 203 |
| you've got to in some way verify what is put down on | 22 | 203 |
| the application. You've got to verify that the | 23 | 203 |
| borrower really has the income, really has the assets. | 24 | 203 |
| I'll note the argument that folks on the | 25 | 203 |
| other side will make is well, with regard to stated | 1 | 204 |
| income loans, that these loans have often been used | 2 | 204 |
| for people who are self-employed, who maybe don't have | 3 | 204 |
| the reliable stream of income. | 4 | 204 |
| We've seen case after case through my office | 5 | 204 |
| where people are, you know, subprime borrowers who do | 6 | 204 |
| have a job and put in stated income loans, and it has | 7 | 204 |
| allowed widespread fraud and abuse. | 8 | 204 |
| The other point I'd make on that regard is | 9 | 204 |
| that sometimes that self-employed argument, the real | 10 | 204 |
| argument that I heard in the Minnesota legislature was | 11 | 204 |
| well gee, for a self-employed person may really be | 12 | 204 |
| pulling in 150 grand, but they've got so many | 13 | 204 |
| writeoffs. The bottom line is their tax return they | 14 | 204 |
| may only be paying taxes on 50. | 15 | 204 |
| Well, I don't think the government ought to | 16 | 204 |
| be in the business of helping people essentially cheat | 17 | 204 |
| on their taxes. So I think that argument sort of goes | 18 | 204 |
| away. | 19 | 204 |
| We also look at ability to repay by | 20 | 204 |
| basically saying you've got to look at, you know, the | 21 | 204 |
| ability to pay the fully-indexed rate and a repayment | 22 | 204 |
| schedule, which is full amortization over the life of | 23 | 204 |
| the loan. So it can't just be can they repay the loan | 24 | 204 |
| at the initial teaser rate, but can they repay when | 25 | 204 |
| that rate is reset? | 1 | 205 |
| That's really how we address it through the | 2 | 205 |
| state legislature. | 3 | 205 |
| MS. BRAUNSTEIN: So you didn't -- Lori, you | 4 | 205 |
| didn't set thresholds for debt to income ratios or | 5 | 205 |
| anything like that? | 6 | 205 |
| MS. SWANSON: We did not. The other | 7 | 205 |
| standard we put in place in the state law, recognizing | 8 | 205 |
| that we did have the authority to regulate the broker, | 9 | 205 |
| a duty of agency on the broker, much like the kind of | 10 | 205 |
| suitability standard or fiduciary standard that an | 11 | 205 |
| insurance agent would have or a securities | 12 | 205 |
| representative would have. | 13 | 205 |
| That requires that before the broker can put | 14 | 205 |
| somebody into a loan, they have to do -- ensure the | 15 | 205 |
| suitableness or there's some tangible benefit to it. | 16 | 205 |
| But we don't have a bright line standard. | 17 | 205 |
| GOVERNOR KROSZNER: And what has been the | 18 | 205 |
| consequence of this, because certainly one of the | 19 | 205 |
| concerns has been, and it was raised in some of the | 20 | 205 |
| discussion, is that I think that these kinds of | 21 | 205 |
| standards potentially can impinge on responsible | 22 | 205 |
| lending, not just irresponsible lending? | 23 | 205 |
| MS. SWANSON: The law has just now passed | 24 | 205 |
| this spring, and so it's yet to be implemented. | 25 | 205 |
| MR. PEARCE: I wanted to say something. | 1 | 206 |
| GOVERNOR KROSZNER: Go ahead, Mark. | 2 | 206 |
| MR. PEARCE: North Carolina hasn't enacted | 3 | 206 |
| any legislation on this yet. I'd just make two quick | 4 | 206 |
| points. The first is for HOEPA, I would encourage you | 5 | 206 |
| to have a bright line rule, some sort of safe harbor | 6 | 206 |
| that -- I think DTIs are good and what the number is. | 7 | 206 |
| You know, in some ways you all address this | 8 | 206 |
| in your 2001 revisions to HOEPA, and so in some ways | 9 | 206 |
| moving that forward or expanding that I think is a | 10 | 206 |
| good idea. | 11 | 206 |
| We already have, we've worked together on | 12 | 206 |
| guidance, that already says that one of the things to | 13 | 206 |
| be made was the ability to repay. That guidance is | 14 | 206 |
| principles-based, and I know you all are working on | 15 | 206 |
| enforcing that and at the state level, we're working | 16 | 206 |
| on enforcing that as well. | 17 | 206 |
| So finding opportunities to work together, | 18 | 206 |
| to make sure we're enforcing that consistently is | 19 | 206 |
| something we need to work on outside this meeting. | 20 | 206 |
| But I think -- so there's room for principles-based, | 21 | 206 |
| but I think HOEPA needs to be clear. | 22 | 206 |
| GOVERNOR KROSZNER: Tom? | 23 | 206 |
| MR. MILLER: We don't have legislation | 24 | 206 |
| either. You know, what I think is obviously the | 25 | 206 |
| starting point is there has to be something general, | 1 | 207 |
| at least, that says the ability to pay extends | 2 | 207 |
| throughout the duration of the loan. | 3 | 207 |
| How that's -- excuse me. I'm recovering | 4 | 207 |
| from a little spring cold that extended. How that's | 5 | 207 |
| actually implemented and whether there's specific hard | 6 | 207 |
| and fast rules, you know, I guess we haven't as AGs | 7 | 207 |
| gotten to that point, where we're at is the basic | 8 | 207 |
| concept that ability to pay has to extend throughout. | 9 | 207 |
| It has to extend to the whole industry. | 10 | 207 |
| Whatever we as a group do and you do, it has to extend | 11 | 207 |
| to the whole industry. | 12 | 207 |
| GOVERNOR KROSZNER: Well, one part of this | 13 | 207 |
| important point, which gets to your point also, but is | 14 | 207 |
| this best done through coordination with the states, | 15 | 207 |
| through if the federal regulators put up guidance that | 16 | 207 |
| we then coordinate with you, to try to implement at | 17 | 207 |
| the state level, or is this something that you think | 18 | 207 |
| needs to be done through a particular HOEPA rule, that | 19 | 207 |
| may be more challenging to do in a principles-based | 20 | 207 |
| way than the guidance would be? | 21 | 207 |
| MR. PEARCE: For me, it would be the latter. | 22 | 207 |
| I think HOEPA needs to set out some bright line | 23 | 207 |
| standards to move the marketplace. I think state and | 24 | 207 |
| federal regulators should work together on enforcing | 25 | 207 |
| the fuzzier principles-based standard, to address, you | 1 | 208 |
| know, within the boundaries. | 2 | 208 |
| I think HOEPA's boundary just needs to move, | 3 | 208 |
| to get -- to make sure that there's some limits that | 4 | 208 |
| we can say, and I think HOEPA now has a 50 percent | 5 | 208 |
| number, and I think that's -- I've seen very few loans | 6 | 208 |
| that I thought had a DTI of 50 percent, that the | 7 | 208 |
| borrower had actually a meaningful ability to repay | 8 | 208 |
| the loan. | 9 | 208 |
| So I think setting the boundary in HOEPA and | 10 | 208 |
| then using our guidance collectively to address the | 11 | 208 |
| cases where somewhere less than that is probably the | 12 | 208 |
| right outcome. | 13 | 208 |
| GOVERNOR KROSZNER: So I just want to drill | 14 | 208 |
| down on this a little bit more, and then I can get | 15 | 208 |
| others. So what specifically more do we need to do, | 16 | 208 |
| since we have the 50 percent already. What more do we | 17 | 208 |
| need to do? | 18 | 208 |
| MR. PEARCE: So I would say the ability to | 19 | 208 |
| repay needs to be, you know, part of the unfair and | 20 | 208 |
| deceptive trade practice or unfair practice, to | 21 | 208 |
| originate a loan without concern for the borrower's | 22 | 208 |
| ability to repay the loan at a fully-indexed rate, | 23 | 208 |
| fully amortizing payment schedule. | 24 | 208 |
| Then you could say if the debt to income | 25 | 208 |
| ratio is less than 50 percent, then we'll send you | 1 | 209 |
| that rule. So that's very clear. Everyone can | 2 | 209 |
| understand how that operates in the marketplace, and | 3 | 209 |
| that applies to all institutions across the state, | 4 | 209 |
| across the country. | 5 | 209 |
| GOVERNOR KROSZNER: Steve, I want to make | 6 | 209 |
| sure to hear from you on some of these things. But I | 7 | 209 |
| want to hear your perspective on this. | 8 | 209 |
| MR. ANTONAKES: No, I agree. I think it | 9 | 209 |
| would be better under HOEPA, and would be, you know, | 10 | 209 |
| addressing loans beyond high cost loans, because | 11 | 209 |
| frankly in our experience, we have a predatory lending | 12 | 209 |
| law as well, is that once you pass the threshold, no | 13 | 209 |
| one makes high cost loans anymore. | 14 | 209 |
| They have means of getting below those | 15 | 209 |
| thresholds. The ability to repay is, you know, to the | 16 | 209 |
| fully-indexed rate, a fully amortizing payment, you | 17 | 209 |
| know. I don't see why it can't be further enhanced by | 18 | 209 |
| being included in the reg, as opposed to just a | 19 | 209 |
| guidance, which may be interpreted by some as best | 20 | 209 |
| practices as opposed to a rule to be followed. | 21 | 209 |
| GOVERNOR KROSZNER: Mike? | 22 | 209 |
| MR. DECKER: I'd just make two points, I | 23 | 209 |
| think. First, if there was going to be some kind of | 24 | 209 |
| an ability to repay provision implemented through | 25 | 209 |
| HOEPA, we'd advocate that it be some kind of a clear | 1 | 210 |
| bright line type rule, that both originators and | 2 | 210 |
| secondary market participants could easily determine | 3 | 210 |
| that the loan was in compliance through the kinds of | 4 | 210 |
| information that generally follows the loan from one | 5 | 210 |
| owner to the next. | 6 | 210 |
| The other point that I'd make is with | 7 | 210 |
| respect to HOEPA generally, and with respect to | 8 | 210 |
| implementing regulations through HOEPA, relatively few | 9 | 210 |
| loan originators actually make HOEPA loans. The | 10 | 210 |
| standards are such that if a lender can't structure a | 11 | 210 |
| loan such that it falls outside of HOEPA, often the | 12 | 210 |
| loan just doesn't get made. | 13 | 210 |
| So if you restrict the kinds of loans that | 14 | 210 |
| are defined, if you further restrict the kinds of | 15 | 210 |
| loans that are defined under HOEPA, and lenders can't | 16 | 210 |
| find a way to structure loans outside of HOEPA, you'll | 17 | 210 |
| have some borrowers that simply won't get lending, and | 18 | 210 |
| that should be a consideration. | 19 | 210 |
| GOVERNOR KROSZNER: I want to turn to the | 20 | 210 |
| academics, because I know there's been a lot of study | 21 | 210 |
| of what different states have adopted and changed some | 22 | 210 |
| of their regulations, and to get at exactly these | 23 | 210 |
| kinds of issues. | 24 | 210 |
| What sorts of provisions seem to have worked | 25 | 210 |
| and haven't worked in trying to provide safe harbors | 1 | 211 |
| and, in some cases, unsafe harbors, which have led to | 2 | 211 |
| a reduction of both irresponsible lending but | 3 | 211 |
| potentially responsible lending? | 4 | 211 |
| MR. MASON: Well, getting back to -- | 5 | 211 |
| starting with DTI, I want to say I would beware of | 6 | 211 |
| applying a bright line to a fuzzy concept, because the | 7 | 211 |
| concept is debt today is what's in question. This | 8 | 211 |
| subprime thing we have, which doesn't build equity | 9 | 211 |
| ownership in a house, is something we're calling debt. | 10 | 211 |
| I would be very wary of the composition of | 11 | 211 |
| debt in the consumer's portfolio. Are they leasing a | 12 | 211 |
| car and renting furniture, and have a large balance on | 13 | 211 |
| their credit card, which is growing a couple of | 14 | 211 |
| hundred dollars a month? | 15 | 211 |
| That person is never going to come back from | 16 | 211 |
| their already high DTI ratio, and they're not a stable | 17 | 211 |
| borrower. So I think that may differ from a person | 18 | 211 |
| who has a high DTI ratio and is buying their car, has | 19 | 211 |
| three years left on some student loans, and is just | 20 | 211 |
| finishing their degree or something like that. | 21 | 211 |
| There's a point that you could see this | 22 | 211 |
| person extinguishing their DTI, going down some time | 23 | 211 |
| and building into a creditworthy individual. These | 24 | 211 |
| are products designed to build a credit portfolio, to | 25 | 211 |
| recover, to increase your credit rating or recover | 1 | 212 |
| your credit rating. | 2 | 212 |
| As such, they're part of a financial plan. | 3 | 212 |
| I think one of the key safe harbors here is to treat | 4 | 212 |
| this as a financial plan, and seek the advice of | 5 | 212 |
| someone like a financial planner and allow the | 6 | 212 |
| borrower to do that. | 7 | 212 |
| One of the key ways to do that -- most | 8 | 212 |
| everybody's touched on this today, so I won't spend a | 9 | 212 |
| lot of time, is have a commitment period, something | 10 | 212 |
| like 30 days prior, where I can run that by a | 11 | 212 |
| financial planner or at the very least, my brother-in- | 12 | 212 |
| law who works in a bank, and I can talk it over at the | 13 | 212 |
| family picnic and be told that this is stupid, and I | 14 | 212 |
| shouldn't be doing it. | 15 | 212 |
| But at the closing table, I want the house. | 16 | 212 |
| The movers are waiting. I've got everything lined | 17 | 212 |
| up, the kids are excited. They've got me. | 18 | 212 |
| GOVERNOR KROSZNER: Ren? | 19 | 212 |
| MS. ESSENE: I don't know of any specific | 20 | 212 |
| studies right now. I know Aberdeen, Paint and Cross | 21 | 212 |
| and a series of four authors are currently working on | 22 | 212 |
| looking at the impacts of predatory lending laws, | 23 | 212 |
| state laws and trying to understand how that's | 24 | 212 |
| impacted the marketplace. | 25 | 212 |
| So I think those are forthcoming and I think | 1 | 213 |
| it will be really interesting to see what the effects | 2 | 213 |
| are, and if there's going to be some real live data | 3 | 213 |
| this fall, I know, with our fall credit symposium. | 4 | 213 |
| What I would say, it's very heartening to | 5 | 213 |
| hear some of the state players talking about this | 6 | 213 |
| coordination issue between the federal government and | 7 | 213 |
| the states, because I think one of the dynamics we | 8 | 213 |
| need to really be focused on is this issue of high | 9 | 213 |
| roader and low roader lenders. | 10 | 213 |
| I think we heard earlier today from many of | 11 | 213 |
| the high roader lenders, and so we got to hear, you | 12 | 213 |
| know, some of the efforts that Faith and other folks | 13 | 213 |
| are putting forward, that are very positive in the | 14 | 213 |
| marketplace, are good models for what should be | 15 | 213 |
| happening. | 16 | 213 |
| Unfortunately, what we know is that there's | 17 | 213 |
| also low roaders in the marketplace as well, and that | 18 | 213 |
| it's challenging for the industry to kind of self- | 19 | 213 |
| regulate. There's really a collective action problem, | 20 | 213 |
| where you have one person who's engaged in bad | 21 | 213 |
| behavior, and it's very hard for the rest of the | 22 | 213 |
| industry to sanction that player. | 23 | 213 |
| So I think that's the step for regulation to | 24 | 213 |
| come in, is to try to create this even playing field. | 25 | 213 |
| I know that we found, you know, that high- priced | 1 | 214 |
| lending, specifically looking at that three percent | 2 | 214 |
| above Treasury, that about 12 percent of the industry | 3 | 214 |
| is really making the lion's share of most of those | 4 | 214 |
| loans, where they are specialists, high-priced | 5 | 214 |
| specialists that make over 50 percent high-priced | 6 | 214 |
| loans. | 7 | 214 |
| So I think we need to be focused then on | 8 | 214 |
| where that mischief is and create these kind of | 9 | 214 |
| minimum standards. I think the guidance is a great | 10 | 214 |
| step in the right direction, and I think the question | 11 | 214 |
| is how to make that both enforceable and even across | 12 | 214 |
| the marketplace. | 13 | 214 |
| GOVERNOR KROSZNER: Great. Does anyone have | 14 | 214 |
| anything to add on this, because I want to move on to | 15 | 214 |
| prepayment. | 16 | 214 |
| MR. CHANIN: Let me raise this one thing. | 17 | 214 |
| It's clear, to the extent that any rules adopted in | 18 | 214 |
| this ability to repay, that they have to be specific | 19 | 214 |
| and very clear, someone knowing in advance whether | 20 | 214 |
| they've complied or not. | 21 | 214 |
| One of the difficulties is just taking, for | 22 | 214 |
| example, debt to income ratio. Fifty percent seems | 23 | 214 |
| to be a pretty clear test. That is, if it's 50 | 24 | 214 |
| percent or less, then you know when you comply. But | 25 | 214 |
| if you dig down to the details, it becomes very, very | 1 | 215 |
| complicated. You start looking at underwriting. | 2 | 215 |
| For example, if you have a car loan and yo | 3 | 215 |
| have two payments left or one payment left, do you | 4 | 215 |
| consider that in the 50 percent debt to income ratio. | 5 | 215 |
| Or, if you have a bonus, do you consider that? | 6 | 215 |
| If a lender is unable to know with some | 7 | 215 |
| degree of certainty whether those count or don't | 8 | 215 |
| count, it's going to be very difficult for the market | 9 | 215 |
| to function effectively. So I guess I would not | 10 | 215 |
| relish the notion of having a very long list of every | 11 | 215 |
| different type of debt, income and so forth to address | 12 | 215 |
| in any rule. | 13 | 215 |
| So I'd ask for any suggestions or if any | 14 | 215 |
| states or others have had any experience with that, | 15 | 215 |
| how they dealt with those types of issues. | 16 | 215 |
| MR. MILLER: You know, perhaps we could | 17 | 215 |
| check with our colleagues. This is obviously a very | 18 | 215 |
| important question. Maybe we can survey the AGs and | 19 | 215 |
| also the banking superintendents, to wrestle with this | 20 | 215 |
| a little more. | 21 | 215 |
| Because I think it is really important that | 22 | 215 |
| we have a rule or regulation that applies to | 23 | 215 |
| everybody, and that we all together then to enforce | 24 | 215 |
| that. | 25 | 215 |
| GOVERNOR KROSZNER: Certainly, I think just | 1 | 216 |
| as a reminder, but the record is open until August 15th | 2 | 216 |
| for getting comments, and we're always happy to have | 3 | 216 |
| comments. But it would be particularly valuable to | 4 | 216 |
| have something by that August 15th deadline. Yes, Joe. | 5 | 216 |
| MR. MASON: I'd just like to make one | 6 | 216 |
| comment before we move on, because it seems like we've | 7 | 216 |
| talked a little bit about stated income mixed in with | 8 | 216 |
| affordability. So tell me if I'm jumping ahead here. | 9 | 216 |
| But I wanted to make a note about income. | 10 | 216 |
| While in our minds it all seems like income definitely | 11 | 216 |
| correlates with affordability, it does in our minds. | 12 | 216 |
| But our minds aren't running the underwriting and | 13 | 216 |
| pricing process. | 14 | 216 |
| We know that what's received by the broker | 15 | 216 |
| is an income statement of some sort. I can print out | 16 | 216 |
| from TurboTax different tax forms with different | 17 | 216 |
| income levels on them, and I can sign them and present | 18 | 216 |
| them as the taxes that I filed this year. | 19 | 216 |
| People do have unstated sources of income. | 20 | 216 |
| Waiters, bus boys, that kind of thing. So there's a | 21 | 216 |
| lot of noise in the income that you get. We've talked | 22 | 216 |
| about that. But what we haven't talked about is how | 23 | 216 |
| it plays into the credit scoring model, because the | 24 | 216 |
| credit scoring model is what's grading the credit and | 25 | 216 |
| giving out the loans. | 1 | 217 |
| When we get to that point, the FICO score | 2 | 217 |
| gives about 80 percent of your predictability. In | 3 | 217 |
| fact, the income is correlated with protected class. | 4 | 217 |
| So what we've done on the model side is we've had to | 5 | 217 |
| wash out the statistical predictability of the income, | 6 | 217 |
| such that it creates just a small, marginal effect. | 7 | 217 |
| So while it makes sense that income | 8 | 217 |
| correlates, there's a lot of noise in income and in | 9 | 217 |
| the models. It cannot be used, because it runs afoul | 10 | 217 |
| of fair lending. | 11 | 217 |
| GOVERNOR KROSZNER: Well actually, what we | 12 | 217 |
| could do is rather than turn to prepayment issues, | 13 | 217 |
| since you've brought up the income issues, that we | 14 | 217 |
| might segue into that piece. | 15 | 217 |
| So as Lori had mentioned, you've gone | 16 | 217 |
| towards, I guess, an actual prohibition on no doc and | 17 | 217 |
| stated income loans. I wanted to understand that a | 18 | 217 |
| little bit better in practice, what kind of standards | 19 | 217 |
| you either have in mind or have started to see in | 20 | 217 |
| practice, for providing appropriate documentation? | 21 | 217 |
| Because that's one of the challenges that we | 22 | 217 |
| talked about in the earlier panel, with providing -- | 23 | 217 |
| if we are going to be moving away against low or no | 24 | 217 |
| doc loans, I want to make sure that people who do have | 25 | 217 |
| incomes but not incomes that are documented in the | 1 | 218 |
| traditional way, still have access to credit. | 2 | 218 |
| MS. SWANSON: Yes, I think that I can jump | 3 | 218 |
| start it. We allow some flexibility in our law for | 4 | 218 |
| lenders to deal with those kind of individual | 5 | 218 |
| situations, recognizing that we're not a homogeneous | 6 | 218 |
| country and people do make a living in different ways. | 7 | 218 |
| So although we do ban purely no | 8 | 218 |
| documentation loans or stated income loans, we do | 9 | 218 |
| require the lender to look at some documents, again to | 10 | 218 |
| show that the borrower really does have assets and | 11 | 218 |
| income in the ballpark of what is represented on the | 12 | 218 |
| application, and that can be various types of | 13 | 218 |
| documentation. | 14 | 218 |
| It could be tax returns. It could be | 15 | 218 |
| payroll receipts; it could be a bank statement. We | 16 | 218 |
| allow flexibility in individual cases, for the lender | 17 | 218 |
| to make some determination of what that documentation | 18 | 218 |
| should be. The law basically says it has to be | 19 | 218 |
| reasonable, and it ought to be reasonable for the | 20 | 218 |
| lender to rely on it. | 21 | 218 |
| But again, recognizing there are these types | 22 | 218 |
| of different situations out there. But I do want to | 23 | 218 |
| emphasize. I think it is very important for the Board | 24 | 218 |
| to take some action in the stated income arena. I | 25 | 218 |
| just think that the no documentation loans have led to | 1 | 219 |
| very, very real abuses that we've seen through these | 2 | 219 |
| three general enforcement actions and other cases that | 3 | 219 |
| we've taken. | 4 | 219 |
| I think it's important to act, using the | 5 | 219 |
| HOEPA authority. As I also mentioned, if you look at | 6 | 219 |
| the want ads in the Minneapolis paper, people are | 7 | 219 |
| trying to get around that law. So that's where a | 8 | 219 |
| federal action could be very, very helpful in this | 9 | 219 |
| area. Thank you. | 10 | 219 |
| MR. MILLER: I'd just underscore what Lori | 11 | 219 |
| said, that the stated income practice for some | 12 | 219 |
| companies, not all companies, but with enough | 13 | 219 |
| companies, has been a national scandal and it has to | 14 | 219 |
| stop. There has to be some regulation that | 15 | 219 |
| effectively stops it, something like they did in | 16 | 219 |
| Minnesota or some variation of that. | 17 | 219 |
| What we saw in our investigation, and Lori, | 18 | 219 |
| I think, mentioned a couple of the instances, are just | 19 | 219 |
| chilling. You know, looking back, it's really | 20 | 219 |
| criminal fraud. Next time around, we should use the | 21 | 219 |
| criminal statutes. But the better way is to use your | 22 | 219 |
| power to make sure it doesn't happen in the future. | 23 | 219 |
| MS. BRAUNSTEIN: Well Lori, I just want to | 24 | 219 |
| offer one question. Do you have liability attached to | 25 | 219 |
| your law, banning stated income loans? | 1 | 220 |
| MS. SWANSON: There is a private right of | 2 | 220 |
| action that a consumer would have against a broker who | 3 | 220 |
| violates that law, yes. | 4 | 220 |
| MS. BRAUNSTEIN: Okay, and the reason I | 5 | 220 |
| asked this because one of the things we're struggling | 6 | 220 |
| with is there is the same kind of right in HOEPA. If | 7 | 220 |
| we can't draw the bright lines, there's some concerns | 8 | 220 |
| about the industry not having certainty. It sounds | 9 | 220 |
| like you've got some fuzziness in your law about this | 10 | 220 |
| reasonable, whatever that means. | 11 | 220 |
| So are you getting pushback from the | 12 | 220 |
| industry about that or -- | 13 | 220 |
| MS. SWANSON: You know no, we're not. In | 14 | 220 |
| fact, we worked in my state -- as I mentioned I put | 15 | 220 |
| together this study group to try to come up with | 16 | 220 |
| reforms, and that was bankers and lenders and, you | 17 | 220 |
| know, consumer advocates and actually worked with the | 18 | 220 |
| industry. | 19 | 220 |
| In the end, the bill was supported and | 20 | 220 |
| endorsed by the bankers association, the mortgage | 21 | 220 |
| brokers association in my state who worked with us and | 22 | 220 |
| then supported the legislation. They certainly felt | 23 | 220 |
| they could live with it. In my state anyway, they | 24 | 220 |
| supported it in the end. | 25 | 220 |
| MS. BRAUNSTEIN: Steve, do you ban stated | 1 | 221 |
| income loans? | 2 | 221 |
| MR. ANTONAKES: We do not ban stated income | 3 | 221 |
| loans. However, we're trying to restrict their | 4 | 221 |
| proliferation, I would say. Certainly, I mean, you | 5 | 221 |
| have to, I think, realize and look at the fact that, | 6 | 221 |
| you know, incentives were created through the | 7 | 221 |
| securitization of these higher cost loans, for | 8 | 221 |
| originators to push this product, including in | 9 | 221 |
| numerous instances in which a real need to document | 10 | 221 |
| income was readily available. | 11 | 221 |
| I'm just going to give you a couple of the | 12 | 221 |
| most egregious cases that we've found in our | 13 | 221 |
| examinations. An individual who was pleased to show | 14 | 221 |
| us his due diligence program, which involved him going | 15 | 221 |
| to www.salary.com, plugging in an occupation and a zip | 16 | 221 |
| code, getting the range of incomes and multiplying the | 17 | 221 |
| high end by 125 percent. | 18 | 221 |
| This isn't something that we found by | 19 | 221 |
| accident. This was his way of showing he was doing | 20 | 221 |
| his job, Okay. Other cases. Full documentation loans | 21 | 221 |
| which had incomes of $30,000, tucked behind the file | 22 | 221 |
| was a reduced documentation loan, with everything else | 23 | 221 |
| the same except the income is now $65,000, Okay. | 24 | 221 |
| Cases in which 40 loans in a portfolio | 25 | 221 |
| originated in the last year, in which everyone had the | 1 | 222 |
| same job and the same income, Okay? This is an area | 2 | 222 |
| fraught for abuse, and there has to be a means of | 3 | 222 |
| limiting, you know. | 4 | 222 |
| Stated income loans once upon a time served | 5 | 222 |
| a purpose. But they've gone well beyond that original | 6 | 222 |
| limited purpose, and they should be brought back. | 7 | 222 |
| MR. PEARCE: Yes, I mean I can chime in. | 8 | 222 |
| Again, my own story about the highway patrolman that | 9 | 222 |
| made $22,000 a month. It's a pretty good job if you | 10 | 222 |
| can get -- | 11 | 222 |
| (Laughter.) | 12 | 222 |
| MS. BRAUNSTEIN: He's getting a cut from the | 13 | 222 |
| tickets. | 14 | 222 |
| MR. PEARCE: Or a speed trap. You know, I | 15 | 222 |
| think still in the marketplace, something stated | 16 | 222 |
| income loans, the last that I looked at it, was | 17 | 222 |
| somewhere around 30 percent of the subprime market | 18 | 222 |
| still were stated income loans. | 19 | 222 |
| I don't think these are folks who are | 20 | 222 |
| working second jobs and not reporting incomes. I mean | 21 | 222 |
| I don't think we should drive our policy based on | 22 | 222 |
| people who aren't reporting income anyway. | 23 | 222 |
| But I don't think this is customer choice. | 24 | 222 |
| They're saying you know, it's too hard for me to get | 25 | 222 |
| these -- my tax return together or my W-2 form. I've | 1 | 223 |
| seen plenty of loan files that had stated income | 2 | 223 |
| loans, that had W-2s in the file that did not match | 3 | 223 |
| the stated income. | 4 | 223 |
| So I don't think this is being driven by | 5 | 223 |
| borrowers. I think it's being driven by, as Steve | 6 | 223 |
| said, a preference in the securities marketplace for | 7 | 223 |
| stated income loans. If you look at a rate sheet for | 8 | 223 |
| -- I don't know whether this is a high road lender or | 9 | 223 |
| a low road lender, and you look at stated income. You | 10 | 223 |
| go through the chart. Stated income loans for a | 11 | 223 |
| subprime hybrid loan. | 12 | 223 |
| Borrowers could get a fix rate loan at a | 13 | 223 |
| lower cost if they brought full documentation. They'd | 14 | 223 |
| get lower cost than the initial teaser rate of that | 15 | 223 |
| loan. I do not think there are very many borrowers | 16 | 223 |
| that said "Oh, if I don't have to bring in my tax | 17 | 223 |
| forms, give me a loan that's more expensive up front | 18 | 223 |
| and will go up two years from now." | 19 | 223 |
| And who knows what interest rates might do? | 20 | 223 |
| I mean you guys probably do, but -- | 21 | 223 |
| (Laughter.) | 22 | 223 |
| MR. PEARCE: So anyway. | 23 | 223 |
| GOVERNOR KROSZNER: There are two aspects of | 24 | 223 |
| this. Obviously, there's the fraud aspect, which Tom | 25 | 223 |
| had mentioned. So clearly, if there's fraud that's | 1 | 224 |
| going on, there are anti-fraud statutes that very | 2 | 224 |
| clearly cover the type of egregious behavior that | 3 | 224 |
| you've illustrated with these examples. So obviously | 4 | 224 |
| that is something that is unconscionable and | 5 | 224 |
| fortunately is against the law. | 6 | 224 |
| So that's why I really want to understand | 7 | 224 |
| by doing something additional with HOEPA, I guess | 8 | 224 |
| these things that are clearly fraudulent activities, | 9 | 224 |
| they could be attacked through those means. I want to | 10 | 224 |
| understand the interaction between sort of extending | 11 | 224 |
| HOEPA and the existing fraud statutes, for those types | 12 | 224 |
| of things. So if anyone wants to comment on that. | 13 | 224 |
| MR. MILLER: I think that it's acting | 14 | 224 |
| earlier and being preventative, rather than having the | 15 | 224 |
| crimes take place and do some criminal prosecution and | 16 | 224 |
| try and unravel the damage that's done to everybody. | 17 | 224 |
| The idea is to have a national standard that | 18 | 224 |
| all lenders have -- are clearly on notice that they | 19 | 224 |
| have to do, and they have to watch over the people | 20 | 224 |
| that are working in their office, and to some extent | 21 | 224 |
| watch over the brokers, to make sure that these things | 22 | 224 |
| don't happen right from the beginning. | 23 | 224 |
| It's the best chance to stop the problem at | 24 | 224 |
| the greatest level. | 25 | 224 |
| GOVERNOR KROSZNER: What about this anti- | 1 | 225 |
| fraud statute, and if a person is encouraging their | 2 | 225 |
| loan officers to do the $22,000 a month or do some of | 3 | 225 |
| the other things that Steve was talking about? I mean | 4 | 225 |
| how is it any different if we have it in a HOEPA rule | 5 | 225 |
| than if it's clearly something that is fraudulent, | 6 | 225 |
| like it might be in these egregious cases we're | 7 | 225 |
| talking about? | 8 | 225 |
| MR. PEARCE: Stated income loans are just | 9 | 225 |
| invitations to fraud, that if you're not even going to | 10 | 225 |
| verify the income, then it doesn't matter what you put | 11 | 225 |
| down. I've had brokers tell me "Isn't that what | 12 | 225 |
| stated income means? I just state whatever income I | 13 | 225 |
| want to put on the form." | 14 | 225 |
| That broker's no longer doing business in | 15 | 225 |
| North Carolina, so that's a different story. Well | 16 | 225 |
| certainly, the states, every state I know, I mean | 17 | 225 |
| we've got a mortgage fraud bill pending in North | 18 | 225 |
| Carolina, to make it criminal, to try to increase the | 19 | 225 |
| penalties. | 20 | 225 |
| We're certainly doing all we can to enforce | 21 | 225 |
| it. We've hired more investigators. We're doing more | 22 | 225 |
| examinations to do it. But if the lending products | 23 | 225 |
| that are offered are invitations to fraud, by saying | 24 | 225 |
| you don't need to check, then I think it's creating a | 25 | 225 |
NEAL R. GROSS
COURT REPORTERS AND TRANSCRIBERS
1323 RHODE ISLAND AVE., N.W.
WASHINGTON, D.C. 20005-3701
(202) 234-4433
www.nealrgross.com
