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 |
|---|---|---|
| marketplace that will induce fraudulent behavior. | 1 | 226 |
| MR. DECKER: There have been abuses of | 2 | 226 |
| stated income loans over the last two or three years. | 3 | 226 |
| That's for sure. But if you look at the performance | 4 | 226 |
| of stated income loans over the last 10 or 12 years, | 5 | 226 |
| they've actually performed fairly well. | 6 | 226 |
| That's I think one of the effects that led | 7 | 226 |
| to the growth of stated income loans, particularly for | 8 | 226 |
| subprime borrowers over the last two or three years, | 9 | 226 |
| combined, of course, with you know, multiple years of | 10 | 226 |
| double-digit house price increases, where lenders in | 11 | 226 |
| general, some lenders in general kind of took the | 12 | 226 |
| attitude that these loans can never default, because | 13 | 226 |
| as long as the house price keeps going up ten percent | 14 | 226 |
| a year, nobody's going to be in trouble. | 15 | 226 |
| But I think prohibiting stated income loans | 16 | 226 |
| takes away from borrowers potentially in several | 17 | 226 |
| respects. The obvious case is one where a borrower | 18 | 226 |
| can't or doesn't want to document their income, and | 19 | 226 |
| if they can't get a stated income loan, they simply | 20 | 226 |
| can't get a mortgage at all. | 21 | 226 |
| But consider a hypothetical situation, of | 22 | 226 |
| somebody who's a taxi driver or a bartender, you know, | 23 | 226 |
| somebody who receives a lot of cash income and the | 24 | 226 |
| cash income varies from period to period. Perhaps | 25 | 226 |
| they don't report it all. It's not clearly | 1 | 227 |
| documentable. | 2 | 227 |
| They have a four percent ARM that's due to | 3 | 227 |
| spike in a few months to eight percent. They want to | 4 | 227 |
| be able to refinance -- they're able to refinance into | 5 | 227 |
| a six percent fixed, but you know, they can only do it | 6 | 227 |
| as a stated income loan. | 7 | 227 |
| Well, if you take away their ability to get | 8 | 227 |
| a fixed rate stated income loan, now they're stuck | 9 | 227 |
| with their ARM, which is going to boost them up to | 10 | 227 |
| eight percent, and they're just locked in, locked in | 11 | 227 |
| for good. I think, correct me Ms. Swanson if I'm | 12 | 227 |
| wrong, but I think that the Minnesota law against | 13 | 227 |
| stated income loans applies to both prime and subprime | 14 | 227 |
| borrowers? | 15 | 227 |
| MS. SWANSON: Correct. | 16 | 227 |
| MR. DECKER: Yes. So you know, we certainly | 17 | 227 |
| wouldn't want to see that kind of an approach | 18 | 227 |
| undertaken on a national basis. | 19 | 227 |
| (Simultaneous discussion.) | 20 | 227 |
| MR. MILLER: Are you sure that there is a | 21 | 227 |
| safety valve, that really the legitimate stated loan | 22 | 227 |
| can be made under the Minnesota statute? But it | 23 | 227 |
| really has -- you have to be able to show it. You | 24 | 227 |
| have to be able to prove it. | 25 | 227 |
| MS. SWANSON: That's right, yes. Allowing | 1 | 228 |
| the lender to have some discretion, that you can't | 2 | 228 |
| just have a no documentation loan. But it does let | 3 | 228 |
| the lender have other ways of showing documentation. | 4 | 228 |
| Again, the government is not in the business | 5 | 228 |
| of helping people cheat on their taxes, or somebody's | 6 | 228 |
| not reporting income or they're hiding assets. That | 7 | 228 |
| really shouldn't be a policy that the government ought | 8 | 228 |
| to be encouraging, in my opinion. | 9 | 228 |
| I think Governor, it is the difference | 10 | 228 |
| between prevention and prosecution. You're right, | 11 | 228 |
| there are lots of laws that prohibit fraud. | 12 | 228 |
| But at the same time, we know these stated | 13 | 228 |
| income abuses are occurring, and occurring on a really | 14 | 228 |
| widespread basis, and that the stated income products | 15 | 228 |
| have become a tool for so much abuse that the | 16 | 228 |
| borrower, frankly in some cases fraud upon the lender | 17 | 228 |
| as well, that it does make sense to regulate them as a | 18 | 228 |
| product which has been one, which has been a risky | 19 | 228 |
| product and a product that has led to abuses. | 20 | 228 |
| GOVERNOR KROSZNER: A point that Mike | 21 | 228 |
| brought up, which with the industry folks I'd like to | 22 | 228 |
| get some feedback on, is I think perhaps you can draw | 23 | 228 |
| a distinction between refinancing and the original | 24 | 228 |
| loan, because I think there had been some discussion | 25 | 228 |
| of well, if we have, you know, if we have documented | 1 | 229 |
| income initially, and then the person has built a very | 2 | 229 |
| good payment history, in many cases people will -- | 3 | 229 |
| that may be used as evidence, not necessarily | 4 | 229 |
| indirectly, but of a sufficient ability to repay, | 5 | 229 |
| particularly if it's being refinanced perhaps at a | 6 | 229 |
| lower rate than it was before. | 7 | 229 |
| Would you still want to say that even with | 8 | 229 |
| the refinancing, you have to go through the | 9 | 229 |
| redocumentation again, or would you draw a distinction | 10 | 229 |
| between the initial loan and a refinancing, in terms | 11 | 229 |
| of the amount of documentation you think is necessary? | 12 | 229 |
| MR. ANTONAKES: If you've documented income | 13 | 229 |
| once, then I don't know why you'd want to not document | 14 | 229 |
| it the second time. As Mark pointed out, you'll | 15 | 229 |
| probably get a higher rate loan. It's just not -- | 16 | 229 |
| it's counterintuitive in many respects, I believe. | 17 | 229 |
| You know, we ran the statistics that stated | 18 | 229 |
| income loans that were performed 12 years ago; | 19 | 229 |
| granted, a very different market then. I'd like to | 20 | 229 |
| know of the earlier payment defaults that have | 21 | 229 |
| occurred in the past 18 months, how many were stated | 22 | 229 |
| income? | 23 | 229 |
| I'm willing to guess a fairly substantial | 24 | 229 |
| number. I don't think restricting it to refinances | 25 | 229 |
| versus home purchases necessarily reduces fraud. We | 1 | 230 |
| also spilled out some of the very egregious cases. | 2 | 230 |
| Part of the difficulty is many folks are a | 3 | 230 |
| little smarter about cheating on the income in ways | 4 | 230 |
| that isn't so obvious to identify necessarily. | 5 | 230 |
| GOVERNOR KROSZNER: If we were to write a | 6 | 230 |
| rule that is closer to potentially having a chilling | 7 | 230 |
| effect on good behavior. So that trying to get this | 8 | 230 |
| right is always very difficult. | 9 | 230 |
| MR. MILLER: Yes. I think what we have to | 10 | 230 |
| keep in mind is that the subprime market is a majority | 11 | 230 |
| refinancing. I mean we tend to think of all these | 12 | 230 |
| home loans as putting people in their homes. But in | 13 | 230 |
| subprime, a majority, maybe 60 percent and sometimes | 14 | 230 |
| maybe higher, is refinancing, and it's primarily a | 15 | 230 |
| refinance business. | 16 | 230 |
| So I think you have to have the same | 17 | 230 |
| documentation in the refinance for that reason, | 18 | 230 |
| because a lot of them are initiated by contact by the | 19 | 230 |
| lender. The example that you cited, the person | 20 | 230 |
| building his credit, is the very unusual situation. | 21 | 230 |
| The more common situation is people call | 22 | 230 |
| them, what about your credit card debt? So with that | 23 | 230 |
| kind of volume, I think the rule has to be driven | 24 | 230 |
| towards the full documentation, whatever is arrived | 25 | 230 |
| at. | 1 | 231 |
| Just to end the previous discussion, you | 2 | 231 |
| know, what we're asking you to do this, even though | 3 | 231 |
| there's fraud laws, because we have more respect for | 4 | 231 |
| you. We think your power is greater than these fraud | 5 | 231 |
| laws, and I think as a practical matter it is. And | 6 | 231 |
| then also it's early, it's prevention, as Lori said. | 7 | 231 |
| GOVERNOR KROSZNER: Well certainly not in | 8 | 231 |
| terms of enforcement at, let's say, the state level. | 9 | 231 |
| I mean we don't have those enforcement powers at the | 10 | 231 |
| state level. But you guys might. | 11 | 231 |
| MR. MILLER: You don't, but your initial | 12 | 231 |
| rule, you know, will carry a lot of weight, will | 13 | 231 |
| accomplish a lot of good. Do not underestimate that | 14 | 231 |
| at all. | 15 | 231 |
| GOVERNOR KROSZNER: Right. So but I want to | 16 | 231 |
| hear from you guys, but then I want to move on, to | 17 | 231 |
| make sure that we get to the other two topics. Go | 18 | 231 |
| ahead, please. | 19 | 231 |
| MS. ESSENE: Very quickly. Let me just say | 20 | 231 |
| this also points to the fact to a lack of transparency | 21 | 231 |
| in the marketplace, and so maybe the people who going | 22 | 231 |
| to have stated income loans might not know that that's | 23 | 231 |
| what they have. So that might be to have that | 24 | 231 |
| discussion of the disclosure conversation as well. | 25 | 231 |
| GOVERNOR KROSZNER: Okay, good. Any last | 1 | 232 |
| comments on this before we move on? | 2 | 232 |
| MR. DECKER: I'll just make the point that I | 3 | 232 |
| think maybe others are sort of alluded to already. If | 4 | 232 |
| a borrower or a lender or both are intent on | 5 | 232 |
| committing fraud by lying about income, knowing that | 6 | 232 |
| that's illegal and in some cases criminally illegal | 7 | 232 |
| under current law, I'm not sure prohibiting stated | 8 | 232 |
| income loans under HOEPA is going to necessarily | 9 | 232 |
| discourage that behavior. | 10 | 232 |
| GOVERNOR KROSZNER: All right. Let's move | 11 | 232 |
| onto prepayment penalties, and certainly there was | 12 | 232 |
| some discussion that in some of the states, there's | 13 | 232 |
| been moves against prepayment. So I think it would be | 14 | 232 |
| very useful to hear about some of those experiences | 15 | 232 |
| first, and then we can talk about analyzing the | 16 | 232 |
| consequences of that. If anyone wants to talk about | 17 | 232 |
| their experiences? | 18 | 232 |
| MR. MILLER: We in Iowa have not had | 19 | 232 |
| prepayment penalties, I think, since 1978, a long | 20 | 232 |
| time. You know, we've survived quite well without | 21 | 232 |
| them. Our consumers have done Okay. The lenders have | 22 | 232 |
| done just fine. | 23 | 232 |
| Admittedly, I don't feel as strongly about | 24 | 232 |
| this provision as I do about the other two that we | 25 | 232 |
| just talked about. But I think in terms of | 1 | 233 |
| transparency, it's important. In terms of the | 2 | 233 |
| empirical information that we received and was talked | 3 | 233 |
| about this morning, that isn't really a rate reduction | 4 | 233 |
| as a practical matter for most consumers if there is a | 5 | 233 |
| prepayment penalty. | 6 | 233 |
| That all augers for prohibiting them, and as | 7 | 233 |
| I said, it was safely done in Iowa. I would add that | 8 | 233 |
| in one of our investigations, since there were no | 9 | 233 |
| prepayment penalties in Iowa, we noticed that in | 10 | 233 |
| another abusive category, the company caught up | 11 | 233 |
| somewhat. So maybe that's the market at play, but not | 12 | 233 |
| the way we wanted to be functioning. | 13 | 233 |
| MS. BRAUNSTEIN: Are they banned, Tom, in | 14 | 233 |
| Iowa for all loans? | 15 | 233 |
| MR. MILLER: I believe so, yes. | 16 | 233 |
| GOVERNOR KROSZNER: What was that | 17 | 233 |
| alternative category, where people substituted in one | 18 | 233 |
| type of bad behavior? | 19 | 233 |
| MR. MILLER: I think it was credit life | 20 | 233 |
| insurance, I think, when that was still a product. | 21 | 233 |
| GOVERNOR KROSZNER: Other experiences in | 22 | 233 |
| other states? | 23 | 233 |
| MR. ANTONAKES: We have a lot of prepayment | 24 | 233 |
| problems in the duration and the amount. It's a state | 25 | 233 |
| law that, in all frankness, is not followed by non- | 1 | 234 |
| state chartered institutions. Federal banks, national | 2 | 234 |
| banks don't adhere to our prepayment penalties, and we | 3 | 234 |
| think they should. | 4 | 234 |
| But you know, but our law was also written | 5 | 234 |
| in a period that predated the proliferation of 228 and | 6 | 234 |
| 327 mortgages. If you look at these loans, you know, | 7 | 234 |
| they're drafted, they're created primarily to assist a | 8 | 234 |
| subprime borrower to get credit and then, you know, | 9 | 234 |
| they should be able to refinance out before the first | 10 | 234 |
| rate adjustment. | 11 | 234 |
| The reality is many of them carry prepayment | 12 | 234 |
| penalties that extend beyond that first rate | 13 | 234 |
| adjustment. That to me is unconscionable. | 14 | 234 |
| There should be a period -- if the | 15 | 234 |
| presumption is the borrower probably is told during | 16 | 234 |
| the application process, that don't worry, we'll | 17 | 234 |
| refinance you beforehand, there should be written in | 18 | 234 |
| there, a prepayment penalty if it exists at all, that | 19 | 234 |
| expires well before that first rate adjustment, to | 20 | 234 |
| give the borrower time to either refinance with their | 21 | 234 |
| existing company, or shop the loan with someone else. | 22 | 234 |
| GOVERNOR KROSZNER: And I think you said in | 23 | 234 |
| your opening remarks, 30 days? | 24 | 234 |
| MR. ANTONAKES: I would say at least 30 | 25 | 234 |
| days. I mean but a sufficient period, you know, to | 1 | 235 |
| complete a refinancing process. | 2 | 235 |
| MR. PEARCE: So North Carolina addressed | 3 | 235 |
| prepayment penalties three ways. First, for loans | 4 | 235 |
| under $150,000, they're banned. Second, in our high | 5 | 235 |
| cost loan, the state predatory lending law, we include | 6 | 235 |
| them in the calculation of points and T's, or most of | 7 | 235 |
| them. | 8 | 235 |
| We also had in our high cost loan a separate | 9 | 235 |
| trigger, so if it's a prepayment penalty above two | 10 | 235 |
| percent for 30 months, then it also triggers the high | 11 | 235 |
| cost loan protections. I feel pretty strongly -- Tom | 12 | 235 |
| doesn't feel quite as strongly, but I feel pretty | 13 | 235 |
| strongly about this, because I think about the | 14 | 235 |
| incentives -- | 15 | 235 |
| MR. MILLER: Sorry to undercut you. I mean | 16 | 235 |
| we've got to stick together in -- | 17 | 235 |
| (Simultaneous discussion; laughter.) | 18 | 235 |
| MR. PEARCE: The incentives in the | 19 | 235 |
| marketplace. Prepayment penalties help fuel | 20 | 235 |
| upselling. So where a broker says hey, you know, in | 21 | 235 |
| the subprime market it's not as price-competitive. | 22 | 235 |
| People aren't shopping on rate, for the most part. So | 23 | 235 |
| the broker is the one that's actually setting the | 24 | 235 |
| rate. | 25 | 235 |
| If lenders will not pay the premium on these | 1 | 236 |
| loan transactions unless they can be guaranteed | 2 | 236 |
| they're going to get their money back, and they do it | 3 | 236 |
| through prepayment penalties. Some borrowers pay it | 4 | 236 |
| and some borrowers don't. | 5 | 236 |
| So prepayment penalties in subprime loans do | 6 | 236 |
| create this incentive. The prime market's | 7 | 236 |
| competitive. It's also a place where you don't see a | 8 | 236 |
| lot of prepayment penalties. So it's a different | 9 | 236 |
| market between prime and subprime. So that's one | 10 | 236 |
| incentive. | 11 | 236 |
| The second is the thing about borrowers who | 12 | 236 |
| have good credit, but got into a subprime loan. | 13 | 236 |
| There are different statistics out there. Fannie Mae, | 14 | 236 |
| Freddie Mac have all, at various points, estimated. | 15 | 236 |
| We know there are some number of people, a significant | 16 | 236 |
| number of people, who have prime quality credit. | 17 | 236 |
| They get in subprime loans. If they have an | 18 | 236 |
| opportunity to refinance into a better loan, but yet | 19 | 236 |
| to do that they have to pay thousands of dollars to | 20 | 236 |
| get out of it, that -- steering into a bad loan has | 21 | 236 |
| significant economic consequences for that family. | 22 | 236 |
| The third incentive I want to talk about, | 23 | 236 |
| and I'm probably not the expert at the table. I'm | 24 | 236 |
| going to defer down to the panel on this, is in the | 25 | 236 |
| securities market, you know, we've talked some about | 1 | 237 |
| whether people benefit from foreclosures or not. | 2 | 237 |
| Well, in the securities market, there are | 3 | 237 |
| some folks that get the stream of prepayment penalties | 4 | 237 |
| that are actually paid and collected. So if I'm an | 5 | 237 |
| investor and I get money if the loan is charged a | 6 | 237 |
| prepayment penalty, that makes loan modification | 7 | 237 |
| pretty difficult, because in loan modification, what | 8 | 237 |
| you're saying is well, we're not going to charge that | 9 | 237 |
| prepayment penalty. | 10 | 237 |
| So the servicer may have many masters | 11 | 237 |
| they're trying to please, and having prepayment | 12 | 237 |
| penalties in the subprime marketplace just complicates | 13 | 237 |
| that picture of working out loans that can be worked | 14 | 237 |
| out. | 15 | 237 |
| MR. CHANIN: Mark, can I follow up on one | 16 | 237 |
| point. The North Carolina law, I think you mentioned, | 17 | 237 |
| makes a distinction in terms of -- it bans prepayment | 18 | 237 |
| penalties for, I think you said loan amounts $150,000 | 19 | 237 |
| or less. | 20 | 237 |
| I think Minnesota takes a different | 21 | 237 |
| approach, banning them for subprime but not -- and has | 22 | 237 |
| different rules for prime. Can each of you talk about | 23 | 237 |
| -- well, one Mark, the $150,000? Was that intended to | 24 | 237 |
| be some sort of proxy for subprime, or what was the | 25 | 237 |
| rationale for that approach? | 1 | 238 |
| MR. PEARCE: It used to be $100,000 limit, | 2 | 238 |
| and it moved up and I can't remember whether it was in | 3 | 238 |
| 1999. I think it was '99 when we passed our | 4 | 238 |
| revisions. I think it was intended to address the | 5 | 238 |
| people who -- working families trying to get into home | 6 | 238 |
| ownership, so they're subprime borrowers. | 7 | 238 |
| So I do think it's a proxy for subprime or a | 8 | 238 |
| proxy for people who don't make a lot of money, who | 9 | 238 |
| are trying to develop home ownership opportunities. | 10 | 238 |
| MS. BRAUNSTEIN: Lori, you've got different | 11 | 238 |
| stages too, don't you, in your loans? | 12 | 238 |
| MS. SWANSON: We do, and actually years | 13 | 238 |
| ago, Minnesota banned prepayment penalties outright, | 14 | 238 |
| and then we kind of let up on those laws and allowed | 15 | 238 |
| prepayment penalties to be applied. | 16 | 238 |
| Then, in the last several years, we've seen | 17 | 238 |
| some real abuses with regard to prepayment penalties, | 18 | 238 |
| particularly in the subprime market. So this year, we | 19 | 238 |
| once again banned prepayment penalties altogether in | 20 | 238 |
| the subprime market, primarily doing the subprime | 21 | 238 |
| because that's where we were seeing the abuses. | 22 | 238 |
| Again, it was situations where people were | 23 | 238 |
| particularly in the wave of defaults and foreclosures, | 24 | 238 |
| where people had prepayment penalties and now you see | 25 | 238 |
| that they're in trouble. They try to refinance or, | 1 | 239 |
| you know, refinance their home, but yet they have | 2 | 239 |
| these hefty prepayment penalties. | 3 | 239 |
| And we've seen -- we've taken some past | 4 | 239 |
| enforcement cases where brokers put people into very, | 5 | 239 |
| very high cost loans and didn't adequately disclose | 6 | 239 |
| the prepayment penalties, and then the borrower was | 7 | 239 |
| kind of trapped in that loan or had trouble getting | 8 | 239 |
| out of that loan, due to the prepayment penalties. | 9 | 239 |
| That's kind of a history of why we took that | 10 | 239 |
| action. I think prepayment penalties are a problem | 11 | 239 |
| area, and something that I would certainly encourage | 12 | 239 |
| the Board to look at. | 13 | 239 |
| MS. BRAUNSTEIN: How are you defining | 14 | 239 |
| subprime for those? | 15 | 239 |
| MS. SWANSON: We have a very, very, very | 16 | 239 |
| long definition of subprime. | 17 | 239 |
| (Laughter.) | 18 | 239 |
| MS. SWANSON: I don't have enough time left | 19 | 239 |
| in the hearing for me to read it to you, but it's | 20 | 239 |
| based on a percentage above the U.S. Treasury yield, | 21 | 239 |
| essentially. | 22 | 239 |
| (Simultaneous discussion.) | 23 | 239 |
| MS. BRAUNSTEIN: Kind of a -- | 24 | 239 |
| MS. SWANSON: Kind of yes, it is. | 25 | 239 |
| (Simultaneous discussion.) | 1 | 240 |
| MR. CHANIN: Is there, for the prime market | 2 | 240 |
| though, then, you don't ban them. So is it your | 3 | 240 |
| sense, either from your investigation review of this | 4 | 240 |
| or discussion with lenders, that there's a tradeoff in | 5 | 240 |
| terms of the market, i.e., that consumers who get | 6 | 240 |
| those in the prime market get a lower interest rate or | 7 | 240 |
| some other benefit, or you simply didn't see the | 8 | 240 |
| problems there? | 9 | 240 |
| MS. SWANSON: My impression, we have some | 10 | 240 |
| limitations on the ability to have prepayment | 11 | 240 |
| penalties, even in the prime market. For example, | 12 | 240 |
| even in the prime market, they're banned upon a sale | 13 | 240 |
| of a home. If you sell your home, there can't be a | 14 | 240 |
| prepayment penalty, or if you refinance after 42 | 15 | 240 |
| months, there can't be a prepayment penalty. | 16 | 240 |
| So we have a number of limitations on it. | 17 | 240 |
| But my impression is that in the prime market, that | 18 | 240 |
| there have been less abuses, at least based on the | 19 | 240 |
| cases that I've been seeing. Better transparency, | 20 | 240 |
| better disclosure, and then more of a tradeoff than in | 21 | 240 |
| the subprime market, when they've tended to be put | 22 | 240 |
| into products without people even necessarily knowing | 23 | 240 |
| they're there. | 24 | 240 |
| GOVERNOR KROSZNER: Let's go to -- well, | 25 | 240 |
| please. | 1 | 241 |
| MR. DECKER: Well, I'd just make the point | 2 | 241 |
| that I think, you know, on the question of prepayment | 3 | 241 |
| penalties, as on many of the issues that we're | 4 | 241 |
| discussing today, the issue boils down at, at least on | 5 | 241 |
| some level, accessibility and cost of credit versus | 6 | 241 |
| consumer protection. | 7 | 241 |
| So you know, if you ban the prepayment | 8 | 241 |
| penalties outright, some loans simply won't get made, | 9 | 241 |
| because the lenders who make those loans need to know | 10 | 241 |
| that the loan will be on the books for at least some | 11 | 241 |
| defined period of time, or if not, then the lender | 12 | 241 |
| will receive some kind of compensation. So some loans | 13 | 241 |
| just won't get made. | 14 | 241 |
| Or they'll get made at some substantially | 15 | 241 |
| higher cost. If there's no prepayment penalty, the | 16 | 241 |
| lender's going to have to require that they get some | 17 | 241 |
| way of recouping income so the loans will get made at | 18 | 241 |
| a higher cost. So I think that's ultimately the | 19 | 241 |
| tradeoff that you have to weigh. | 20 | 241 |
| MS. BRAUNSTEIN: Tom, did you -- I'm sorry. | 21 | 241 |
| Can I just follow up on that, because Tom, did you | 22 | 241 |
| find in your experience that the costs go up for | 23 | 241 |
| lending when you ban prepayment penalties? | 24 | 241 |
| MR. MILLER: I don't think there's any | 25 | 241 |
| comprehensive study, but the impression is that it did | 1 | 242 |
| not, or if it did, it just very much at the margin. | 2 | 242 |
| And, you know, we're not aware of any loans, any | 3 | 242 |
| people in Iowa that didn't get loans because we banned | 4 | 242 |
| prepayment penalties. | 5 | 242 |
| GOVERNOR KROSZNER: Joe or Ren, do you have | 6 | 242 |
| any -- | 7 | 242 |
| MS. ESSENE: Well, I would just add, and I | 8 | 242 |
| think the earlier panel, Faith and Susan Davis, a | 9 | 242 |
| couple of folks, talked about that prepayment | 10 | 242 |
| penalties are, really should be tied to a clear | 11 | 242 |
| benefit to the consumer. | 12 | 242 |
| There was a study done in 2005 by Keith | 13 | 242 |
| Ernst, where he actually investigated non-prime | 14 | 242 |
| purchase loans and prepayment penalties, and found | 15 | 242 |
| that actually the value, the benefit of prepayment | 16 | 242 |
| actually went completely to the broker and the | 17 | 242 |
| consumer actually did not benefit in a price way, from | 18 | 242 |
| the prepayment penalty. | 19 | 242 |
| So I think this really challenges some of | 20 | 242 |
| our presumptions, that the mortgage market is | 21 | 242 |
| economically efficient and really there's kind of an | 22 | 242 |
| allocational efficiency problem that exists with | 23 | 242 |
| prepayment penalties. So I think that should really | 24 | 242 |
| be the focus here, you know, in that it helps lead us | 25 | 242 |
| to believe that it's really a predatory practice. | 1 | 243 |
| GOVERNOR KROSZNER: Joe? | 2 | 243 |
| MR. MASON: I'd like to just point out, Ms. | 3 | 243 |
| Braunstein, the way that you asked your question of | 4 | 243 |
| Tom just now, and it was the right economic way to ask | 5 | 243 |
| the question. What happened to the cost of borrowing? | 6 | 243 |
| I would argue that's what we really want to | 7 | 243 |
| provide to the consumer. We want to provide a total | 8 | 243 |
| cost of borrowing. Whether it's a prepayment fee, | 9 | 243 |
| origination fee, yield spread premium, any other weird | 10 | 243 |
| term we can think of, because that's what always | 11 | 243 |
| surprises the borrower. | 12 | 243 |
| We give the borrower an APR, and then we | 13 | 243 |
| tell them the existence of these fees, and we expect | 14 | 243 |
| them to somehow work it out. They don't have the | 15 | 243 |
| capacity to do it. So let's give it to them and tell | 16 | 243 |
| them total cost of borrowing if you stay in this home | 17 | 243 |
| for 30 years, 20 years, ten, five, three. | 18 | 243 |
| Then the prepay penalty is going to spill | 19 | 243 |
| right out. You can make those comparisons across | 20 | 243 |
| different lenders, and you're going to see it. A | 21 | 243 |
| three year time interval, and remind them, this is | 22 | 243 |
| going to bite if you refinance or move. | 23 | 243 |
| So then you're going to see that total cost | 24 | 243 |
| of borrowing different. I think that's subsumes all | 25 | 243 |
| the possible fees that we could see on the horizon, | 1 | 244 |
| new inventions, new ways to get around it. They're | 2 | 244 |
| going to come out in this cost of borrowing. | 3 | 244 |
| MR. MILLER: But the practical world for us, | 4 | 244 |
| in the study she cited, is that you know, it's all a | 5 | 244 |
| cost to the borrower, that there's no benefit. | 6 | 244 |
| MR. MASON: In the reality, and that point's | 7 | 244 |
| something, I think, has been apparent throughout the | 8 | 244 |
| day, is that the disparity between some theory and the | 9 | 244 |
| reality of this, this market. This market functions | 10 | 244 |
| in ways that don't fit the theories. The study that | 11 | 244 |
| Ren just cited, you know, explains that completely. | 12 | 244 |
| MR. MILLER: Well, once you provide the | 13 | 244 |
| disclosure, then you need to allow room for | 14 | 244 |
| competition. What we've said this morning and on this | 15 | 244 |
| panel is there's no competition at the closing table. | 16 | 244 |
| You have one provider with a monopoly on the deal. | 17 | 244 |
| So you need to give that competition 30 days | 18 | 244 |
| ahead of time or something, to allow these offers to | 19 | 244 |
| be compared across lenders. When you go to a | 20 | 244 |
| different lender, they'll say "I can beat that | 21 | 244 |
| number." | 22 | 244 |
| GOVERNOR KROSZNER: So I want to make sure I | 23 | 244 |
| understand what you're suggesting. So that you think | 24 | 244 |
| an effective way to deal with this is not necessarily | 25 | 244 |
| to ban the particular practice, but to try to | 1 | 245 |
| formulate a disclosure that is very straightforward, | 2 | 245 |
| that includes this, and allows for comparisons across | 3 | 245 |
| -- so it's very much standardized. | 4 | 245 |
| It allows for comparisons, but would be | 5 | 245 |
| provided much earlier in the process to the potential | 6 | 245 |
| borrower? | 7 | 245 |
| MR. MILLER: Yes, yes. | 8 | 245 |
| GOVERNOR KROSZNER: How do you feel about | 9 | 245 |
| dealing with that, at least obviously we hear a lot | 10 | 245 |
| about how we have to try to improve disclosures. | 11 | 245 |
| I think what we learned from credit cards is | 12 | 245 |
| making things easily comfortable and trying to have | 13 | 245 |
| both interest rates and fees and numbers, concrete | 14 | 245 |
| numbers that people see, not an effective rate that's | 15 | 245 |
| 400 percent. | 16 | 245 |
| That's just outside the realm that people | 17 | 245 |
| normally operate in. But if they see $75 or $750 a | 18 | 245 |
| month extra, that seems to be something that, at least | 19 | 245 |
| the consumer testing that we've done with respect to | 20 | 245 |
| credit cards, that people can understand that much | 21 | 245 |
| more readily, and it means something to them and they | 22 | 245 |
| respond to that. | 23 | 245 |
| Do you think that would be at least | 24 | 245 |
| something that should be done, perhaps along with what | 25 | 245 |
| Steve was suggesting, having something that we -- not | 1 | 246 |
| necessarily banning the prepayment penalties, but | 2 | 246 |
| requiring them to expire with a reasonable amount of | 3 | 246 |
| time before the reset, and improving disclosures? Is | 4 | 246 |
| that something that is feasible or reasonable, or is | 5 | 246 |
| that something that is not going to fly? | 6 | 246 |
| MR. DECKER: You know, the devil's always in | 7 | 246 |
| the details. But I think that taking the approach of | 8 | 246 |
| providing for a prepayment penalty for some reasonable | 9 | 246 |
| amount of time over the loan, giving the borrower the | 10 | 246 |
| opportunity to refinance out without a prepayment | 11 | 246 |
| penalty at some point, and generally making disclosure | 12 | 246 |
| more clear and more understandable, and providing it | 13 | 246 |
| sooner in the loan closing process, are all worthwhile | 14 | 246 |
| approaches. | 15 | 246 |
| GOVERNOR KROSZNER: In practice, is it | 16 | 246 |
| possible to do what Joe was suggesting, to have the | 17 | 246 |
| disclosure sufficiently early that people really would | 18 | 246 |
| be able to do the shopping and do the comparisons? | 19 | 246 |
| MR. MILLER: You want to write a regulation | 20 | 246 |
| requiring that? | 21 | 246 |
| GOVERNOR KROSZNER: No. I know you don't. | 22 | 246 |
| So I don't think it happens short of that. I don't | 23 | 246 |
| think what's described -- | 24 | 246 |
| MR. MILLER: It's certainly possible with | 25 | 246 |
| respect to disclosure, that we can sit, that certain | 1 | 247 |
| types of disclosures have to come earlier in the | 2 | 247 |
| process than later in the process. So I didn't want | 3 | 247 |
| to submit I was proposing that particular regulation. | 4 | 247 |
| But one of the things that we could think | 5 | 247 |
| about is changing the timing, because some of the | 6 | 247 |
| disclosures come very late in the process. I think | 7 | 247 |
| Joe was getting at the issue. That's too late for | 8 | 247 |
| competition to work, and potentially one of the | 9 | 247 |
| reasons why competition isn't working is because the | 10 | 247 |
| disclosures are coming too late. | 11 | 247 |
| As I said in my introductory comments, if | 12 | 247 |
| you don't have information, market's don't work very | 13 | 247 |
| well. So perhaps we can help the working of the | 14 | 247 |
| markets -- I don't want to say by no means would I say | 15 | 247 |
| that they work perfectly, but that may be a way to try | 16 | 247 |
| to address, at least partially, some of the issues and | 17 | 247 |
| concerns. | 18 | 247 |
| GOVERNOR KROSZNER: Ren, go ahead. | 19 | 247 |
| MS. ESSENE: Yes. We're studying behavioral | 20 | 247 |
| economics and trying to understand how consumers act. | 21 | 247 |
| I think the concern I would have with that is that | 22 | 247 |
| consumers don't necessarily act rationally and gather | 23 | 247 |
| all the information and look at all of the choices. | 24 | 247 |
| One of the things that we know is that | 25 | 247 |
| consumers really trust a trusted advisor, right. So | 1 | 248 |
| they go out, they meet with, you know, whether their | 2 | 248 |
| realtor who recommends them to a loan officer, or to a | 3 | 248 |
| mortgage banker. | 4 | 248 |
| They sit across that table and they build a | 5 | 248 |
| bond and they trust the person across the table to | 6 | 248 |
| make a recommendation. So I think that's a major | 7 | 248 |
| dynamic that's happening in the marketplace, where | 8 | 248 |
| you're really looking for advice. | 9 | 248 |
| I think it's hard to counter that with | 10 | 248 |
| enough information. As you said, information overload | 11 | 248 |
| is incredible, and your comments, I think, get | 12 | 248 |
| directly to that point. | 13 | 248 |
| So you know, I wouldn't throw out | 14 | 248 |
| disclosures and say disclosures aren't important, | 15 | 248 |
| because absolutely information is a good thing. I | 16 | 248 |
| think the timing is a critical component of this. I | 17 | 248 |
| don't know that three to seven days before closing, | 18 | 248 |
| you know, is enough time. | 19 | 248 |
| I know that's been a recommendation that's | 20 | 248 |
| been put out there. I believe Kathy Cloy's paper | 21 | 248 |
| talks some about that. I think much earlier in the | 22 | 248 |
| process, you know, good faith estimates. Is there a | 23 | 248 |
| way for a good faith estimate to actually be, go hard | 24 | 248 |
| earlier in the process, so that folks actually have a | 25 | 248 |
| chance to shop? | 1 | 249 |
| If we want consumers to shop and that's what | 2 | 249 |
| we want to accomplish, then boy, people should really | 3 | 249 |
| get that early on. I think a loan officer, you know, | 4 | 249 |
| it's a computer world. They know -- they have a | 5 | 249 |
| general sense of where the borrower is going to be | 6 | 249 |
| coming in. | 7 | 249 |
| I think they'd get much closer to what that | 8 | 249 |
| end loan product's going to look like a lot sooner. | 9 | 249 |
| Susan Woodward did a pretty good study, where she | 10 | 249 |
| actually asked the question "Is information enough?" | 11 | 249 |
| She found that when consumers were looking at -- | 12 | 249 |
| presented with a single price, they were much more | 13 | 249 |
| likely to be able to make a better choice then when | 14 | 249 |
| there was multiple dynamics. | 15 | 249 |
| So I think again that complexity is very | 16 | 249 |
| difficult for consumers. So to think that you're | 17 | 249 |
| going to give them price points on multiple options, | 18 | 249 |
| and then have them be able to do an analysis of all | 19 | 249 |
| that data to make the best choice, again, I think | 20 | 249 |
| that's probably less likely. | 21 | 249 |
| So the more that we can make them simple, | 22 | 249 |
| some of things that I believe the Fed, that Tom | 23 | 249 |
| Jergen's work has looked at, the more we can simplify | 24 | 249 |
| that and have it early on, and the best chance we have | 25 | 249 |
| is with disclosures. | 1 | 250 |
| GOVERNOR KROSZNER: I think that's certainly | 2 | 250 |
| something that we'd like, to make things simple, | 3 | 250 |
| comfortable, find out which number is relevant to | 4 | 250 |
| people. Sometimes people say well, an effective rate | 5 | 250 |
| of interest could be a very useful number. | 6 | 250 |
| But we found that many people just didn't | 7 | 250 |
| pay attention to it. But when they saw that it was X | 8 | 250 |
| number of dollars that month. So maybe one relevant | 9 | 250 |
| type of disclosure is the payment per month, perhaps | 10 | 250 |
| along the lines that Joe was suggesting, that we might | 11 | 250 |
| give them some alternative scenarios of if you leave | 12 | 250 |
| in two years or five years. | 13 | 250 |
| Obviously, you don't have the information | 14 | 250 |
| overload and just give every possibility. But | 15 | 250 |
| thinking along those kinds of lines, how to thread the | 16 | 250 |
| needle to get enough information out there early | 17 | 250 |
| enough that people can make choices, but not have so | 18 | 250 |
| much that it just becomes confusing and useless, and | 19 | 250 |
| it's just ignored. | 20 | 250 |
| MS. ESSENE: One thing I would just follow | 21 | 250 |
| up to that, just as a suggestion or a thought, is that | 22 | 250 |
| consumers really respond both the framing but also to | 23 | 250 |
| the incurring of a cost. | 24 | 250 |
| So if you could actually -- maybe you have | 25 | 250 |
NEAL R. GROSS
COURT REPORTERS AND TRANSCRIBERS
1323 RHODE ISLAND AVE., N.W.
WASHINGTON, D.C. 20005-3701
(202) 234-4433
www.nealrgross.com
