Getting a Loan Modification - Legal Strategy From a Massachusetts Lawyer

I have developed a loan modification and foreclosureGetting a mortgage is a complicated process, and
defense method for Massachusetts homeowners that:there's a lot that can be done wrong during it. Even
(1) increases their chances of a successful workoutwhen you get the mortgage, there can be many
agreement; (2) gets their cases prioritized and handledreasons that the documents you signed at the closing
by the mortgage company lawyers, rather than aare defective or could give you a claim against the
call-center operator with no authority; and (3) protectsmortgage company or its agents. It is a highly regulated
my clients' credit.process. For example, did you know that certain Truth
When I receive a call from a potential client looking forin Lending Act violations actually allow you to rescind
help with a loan modification or stopping a foreclosure,your mortgage and get back every single dollar in
the most important question they ask me is "What areinterest that you've paid to the mortgage company?
you going to do for me?" They want to know whetherDid you know that if you paid fees at the closing that
they're going to get results. My typical client isare unfair and deceptive, you could have a lawsuit
someone who has worked hard all their life andagainst your mortgage broker? Did you know that it's
doesn't want to waste legal fees on some lawyeran illegal trade practice if your broker put you into your
who's just going to do the bare minimum. Anotherloan at a high interest rate, telling you that the
question they have is "What makes using a lawyermortgage is only temporary and that you can
different than using one of those 'loan modificationrefinance in a few years? From the Real Estate
companies'?" The difference is simple. There are onlySettlement Procedures Act to the Truth in Lending
two types of people who are allowed to legallyAct, to the Massachusetts Consumer Credit Cost
represent you: you yourself, and a lawyer licensed inDisclosure Act to the Massachusetts Consumer
your state. This means that if you want your rights,Protection Act, there are many potential claims that
your family, and your home protected, you either needyou have against your mortgage company.
to represent yourself or get a lawyer. And chancesBut what do all these claims give you? Leverage over
are that it will cost about the same dollar amountthe mortgage company. You can hold the threat of
whether you use a loan modification company or athese claims over the mortgage company's head and
licensed attorney.use them to force the company to give you a loan
What does the average loan modification companymodification.
do? Not much. They ask you to fill out a financial4. Analyze the mortgage company's responses to 1
questionnaire, collect documents that show yourand 2.
income and expenses, such as your tax returns, payIn addition to the claims in the previous letter, you can
stubs, and utility bills. Then they ask you to give themalso analyze the mortgage company's responses to
those documents. Then they submit those documentsthe demands you sent mentioned in Paragraphs 1 and
to the mortgage company. That's all they do! They2. If there are any issues that were ignored, responses
collect your documents and submit them -- somethingthat weren't given, or documents that weren't
you could easily do yourself -- and charge youpresented (or weren't presented within the time
thousands of dollars to do it. No wonder the loanrequirements), you have additional claims. Most times --
modification industry was recently called a "scam" byat least in my Massachusetts law practice -- the
one of the most prominent state attorneys general inmortgage company doesn't respond in time. This gives
the country.you even more leverage on top of the other claims
The method for Massachusetts loan modifications andyou found described in the previous section.
foreclosure defense. After spending considerable time5. Send a demand letter under the Massachusetts
researching federal and Massachusetts mortgage andConsumer Protection Act.
consumer-protection law, I have come up with aThis is usually the last step. Let me be clear -- the goal
six-step process for getting a loan modification. It'shere isn't to go to court, it's to get you a loan
legal, it's effective, and it's relatively simple.modification. But you need to threaten the mortgage
1. Send a RESPA "Qualified Written Request" to thecompany with a lawsuit or else they won't pay
mortgage company.attention.
The Real Estate Settlement Procedures Act governsUnder the Massachusetts Consumer Protection Act,
what your mortgage company (called a "loanM.G.L. Chapter 93A, there is a specific process that a
servicer") must do if you have a dispute with them. Butconsumer must go through in order before he or she
the first thing you need to do is see if there is anythingcan file a lawsuit under that act. The process is that a
that is legitimately worth disputing. There could beconsumer must send a "demand letter" stating what
over-escrowing, allowing the loan servicer to hold on tothe mortgage company did wrong, and requesting a
your money without any good reason. There could bedollar amount that will right the wrong. If the company
disputes over how much you owe for certain fees thedoesn't send a response with a "reasonable" offer of
servicer is charging you. There are myriad problems.settlement within 30 days, and you then file a lawsuit
No matter what the problem is, the method for dealingagainst them and win, the amount you win will be
with them is the same: sending a "qualified writtentripled by the court. This is a form of punitive damages
request."that encourages companies to try to settle consumer
A qualified written request is simply "a statement ofdisputes before they go to court.
the reasons for the belief of the borrower, to theWhat will probably happen is that you'll receive a call
extent applicable, that the account is in error orfrom someone at the mortgage company asking you
provides sufficient detail to the servicer regarding otherto hold off on the lawsuit in exchange for a loan
information sought by the borrower." This means thatmodification agreement. You'll get to work with
you have to tell the servicer what they did wrong, andsomeone higher up in the mortgage company
give them enough information to verify that thathierarchy; someone with decision making authority who
something was actually done wrong.will realize the strengths of your position. At this point,
After you send the qualified written request, theyou will of course need to submit information to the
mortgage company has approximately one month tomortgage company documenting your income and
send an acknowledgement letter to you (simply statingexpenses, and then you'll be done -- hopefully with
your request was received), and three months tolower payments and more money in the bank to take
resolve your issue. If they fail to do either of these in acare of yourself and your family.
timely manner, you can sue them for money damages.6. File a lawsuit to enforce your rights.
And, perhaps most importantly, it protects your credit.This is the last step, and one that you may not have to
While the qualified written request is pending, thetake. Your hope, if you are like most people, is that you
mortgage company is absolutely prohibited from doingwill simply get a loan modification, resume making
any negative credit reporting about your account. Thispayments (although at a lower, more reasonable rate),
means that if you stop making your mortgageand get on with your life. This process can be draining,
payment during this time, they can't report it to theand most people are glad to conclude it.
credit bureaus. This is immensely important, especially ifBut if the mortgage company is being difficult, this is a
you are trying to refinance or keep your credit scoreguaranteed way to force them to deal with you,
up.one-on-one. At this point, the best thing you can do to
2. Demand the mortgage-related documents andprotect yourself is get an attorney. Keep meticulous
payoff information from your mortgage company.records during the preceding process and present
Here in Massachusetts, we have a wealth ofthem to the attorney. The dollar amount of your claims
consumer-protection laws. Take advantage of them.will bring the mortgage company to the table.
Some of our fellow citizens in other states aren't quiteConclusion. By following the above steps, you have a
so lucky, no matter what your opinion is of themuch higher chance of getting the loan modification
lawmakers on Beacon Hill. For instance, if you send ayou're looking for. The mortgage company will be
demand for the payoff amount (the amount you wouldforced to deal with you, and you'll get the benefit of
have to pay to pay off your entire loan today), thedealing with someone with the authority to give you
mortgage company is required to inform you of thewhat you want for your loan modification. Remember,
amount within five business days. Further, if you send athese steps are specific to Massachusetts
demand to your mortgage servicer for a copy of allhomeowners. Good luck!
documents related to your account and all documentsDISCLAIMER: This article is made available by Culik
that have your signature on it, you must received aLaw P.C. and Attorney Josef Culik for educational
response within five days.purposes only as well as to give you general
In the real world, most of these mortgage companiesinformation and a general understanding of the law, not
don't care enough to send you this importantto provide specific legal advice. By reading this article
information within the time allowed. That means that, ifyou understand and acknowledge that there is no
they don't send you the information in time, you canattorney-client relationship between you and the author.
sue them for statutory damages, as well as forThis article should not be used as a substitute for
attorney's fees (if you get an attorney).competent legal advice from a licensed professional
3. Analyze your mortgage documents for legal claims.attorney in your state.