TITLE 7.BANKING AND SECURITIES

Part 4. TEXAS SAVINGS AND LOAN DEPARTMENT

Chapter 80. MORTGAGE BROKER AND LOAN OFFICER LICENSING

Subchapter B. PROFESSIONAL CONDUCT

7 TAC §80.10

The Texas Savings and Loan Commissioner (the "Commissioner") proposes to amend §80.10 of the regulations (the "Regulations") that implement the Mortgage Broker License Act, Finance Code , Chapter 156 (the "Act"). The amendment would provide an additional prohibition on false, misleading, or deceptive practices related to knowingly participating in or permitting the submission of false or misleading information of a material nature to any person in connection with a mortgage loan.

The Act, which became effective on September 1, 1999, requires all mortgage brokers and loan officers, except for those specifically exempt, to be licensed by January 1, 2000. The Act imposes certain standards of professional conduct and requirements on the activities of individuals licensed under the Act.

The Regulations were published in the Texas Register on October 15, 1999, in proposed form prior to their adoption. During the course of receiving comments on the Regulations, the Commissioner received a number of comments addressing that portion of the Regulations addressing false, misleading, or deceptive practices. The Commissioner initially proposed a provision in §80.10 that would prohibit a Mortgage Broker or Loan Officer from making or brokering a loan with term that clearly exceeded the applicant's documented ability to pay. Numerous concerns were expressed by commenters about this provision.

When the regulations were initially proposed and published for comment, there was a provision that it would be deemed a false, misleading or deceptive practice to make knowingly a loan which exceed the applicant's document capacity to pay. This proposed provision generated a significant number of concerns and negative comments, and it was omitted from the final regulation. However, an alternative to address this concern was formulated and gave rise to this proposed additional provision.

In discussions with mortgage brokers regarding the Commissioner's concern about loans that exceed a borrowers ability of pay, it became clear that with the review and underwriting by lenders that exists in the mortgage origination process, it would be difficult for a broker to get a loan approved that exceeded the borrower's ability to pay without some misrepresentation as to the borrower's financial status. Based on this information, the Commissioner elected to delete the proposed prohibition from the final regulations and offer a new proposed provision that focused on the submission of false or misleading information to investors in connection with loan files.

Such a practice might be done with or without the knowledge or participation of the loan applicant. Even in instances where the loan applicant knew that the practice was occurring, the loan applicant might not fully understand the ramifications of such actions. Among the possible ramifications of this practice to the mortgage loan applicant are the potential for criminal sanctions, the possibility of obtaining a mortgage loan that is in excess of the applicant's actual ability to repay, the possibility that discovery of such falsification will disrupt the processing of the loan application or jeopardize its approval, and the possibility that the mortgage broker will use the loan applicant's participation in such activity to gain undue leverage over the applicant.

For these reasons, it was deemed appropriate to add a new paragraph to the list of activities that would constitute false, misleading, or deceptive practices. It is believed that including this paragraph will protect loan applicants, prevent obvious abuses, and protect the mortgage lending/investing industry, which looks to the mortgage brokerage industry to provide accurate and reliable information in connection with mortgage loan applications.

The proposed prohibition would apply only to "knowing" participation in the submission of false or misleading information and the proposed prohibition includes a materiality provision to make it clear that false or misleading information which is of a de minimis nature and does not affect the outcome of the loan approval process does not constitute a prohibited activity. For example, the omission of an inconsequential obligation or the submission of approximate rather than precise loan balance, under certain circumstances, would not constitute a violation of this proposed rule.

The proposed prohibition would include submission of false or misleading information of a material nature to "any person" in connection with the decision to make or approve a mortgage loan. This would include another broker, an investor or the ultimate lender.

James L. Pledger, Savings and Loan Commissioner, has determined that for the first five year period the amendment as proposed will be in effect, there will be no fiscal implications for state and local government as a result of enforcing or administering this amendment.

Mr. Pledger estimates that, for the first five years the proposed amendment is in effect, the public will benefit from having this added to the proscribed practices of Mortgage Brokers and Loan Officers. No difference will exist between the cost of compliance for small businesses and the cost of compliance for the largest businesses affected by the amendment.

Comments on the proposed amendment may be submitted in writing to James L. Pledger, Commissioner, Savings and Loan Department, 2601 North Lamar, Suite 201, Austin, Texas 78705-4294, or e-mailed to TSLD@tsld.state.tx.us.

The proposed amendment is to expand upon previously adopted 7 TAC §80.10 which implements §156.102(b) of the Act, authorizing the Commissioner to adopt rules to prohibit false, misleading, or deceptive practices by mortgage brokers and loan officers.

The proposed amendment implements Subtitle E of the Finance Code ; §156.102(b) is affected by the amendment.

§80.10. Prohibition on false, misleading, or deceptive practices.

No Mortgage Broker or Loan Officer may:

(1)

knowingly misrepresent his or her relationship to a Mortgage Applicant or any other party to an actual or proposed Mortgage Loan transaction;

(2)

knowingly misrepresent or understate any cost, fee, interest rate, or other expense in connection with a Mortgage Applicant's applying for or obtaining a Mortgage Loan;

(3)

disparage any source or potential source of Mortgage Loan funds in a manner which knowingly disregards the truth or makes any knowing and material misstatement or omission;

(4)

knowingly participate in or permit the submission of false or misleading information of a material nature to any person in connection with a decision by that person whether or not to make or acquire a Mortgage Loan.

(5)

[ (4) ] as provided for by the Real Estate Settlement Procedures Act and its implementing regulations, broker, arrange, or make a Mortgage Loan in which the Mortgage Broker or Loan Officer retains fees or receives other compensation for services which are not actually performed or where the fees or other compensation received bear no reasonable relationship to the value of services actually performed;

(6)

[ (5) ] recommend or encourage default or delinquency or continuation of an existing default or delinquency by a Mortgage Applicant on any existing indebtedness prior to closing a Mortgage Loan which refinances all or a portion of such existing indebtedness;

(7)

[ (6) ] induce or attempt to induce a party to a contract to breach the contract so the person may make a Mortgage Loan or;

(8)

[ (7) ] engage in any other practice which the Commissioner, by published interpretation, has determined to be false, misleading, or deceptive.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on January 13, 2000.

TRD-200000210

James L. Pledger

Commissioner

Texas Savings and Loan Department

Earliest possible date of adoption: February 27, 2000

For further information, please call: (512) 475-1350


Subchapter H. SAVINGS CLAUSE

7 TAC §80.19

The Texas Savings and Loan Commissioner proposes to add a new subchapter to the regulations ("Regulations") which implement the Mortgage Broker License Act, Finance Code , §156 (the "Act") through the adoption of Subchapter H, containing a new section, §80.19, Savings Clause.

This new section, added at the informal suggestion of the Office of the Attorney General, would make it clear that if for any reason any section of the Regulations is found to be illegal or invalid, such illegality or invalidity will not affect the remaining provisions of the Regulations.

James L. Pledger, Savings and Loan Commissioner, has determined that for the first five year period the new section as proposed will be in effect, there will be no fiscal implications for state and local government as a result of enforcing or administering this subsection.

Mr. Pledger estimates that, for the first five years the proposed section is in effect, the public will benefit from having this added to the proscribed practices of Mortgage Brokers and Loan Officers. No difference will exist between the cost of compliance for small businesses and the cost of compliance for the largest businesses affected by the new section.

Comments on the proposed section may be submitted in writing to James L. Pledger, Commissioner, Savings and Loan Department, 2601 North Lamar, Suite 201, Austin, Texas 78705-4294, or e-mailed to TSLD@tsld.state.tx.us.

The new section is proposed under §156.102 of the Finance Code , which authorizes the commissioner to adopt rules necessary to ensure compliance with the intent of the Act.

There are no other articles, codes or statutes that are affected by this section. .

§80.19. Savings Clause.

If any portion or provision of this Chapter is found to be illegal, invalid, or unenforceable, such illegality, invalidity, or lack of enforceability shall not affect or impair the legality, validity, and enforceability of the remainder hereof, all of which shall remain in full force and effect.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on January 13, 2000.

TRD-200000211

James L. Pledger

Commissioner

Texas Savings and Loan Department

Earliest possible date of adoption: February 27, 2000

For further information, please call: (512) 475-1350