Understanding Subprime Lending And Its Implications To The Current Graduate Student

IN THE BEGINNING3. Borrower realizes that he/she cannot continue to
In a manner similar to the numerous economic crisesmake payments based upon the consensual terms.
before it, the subprime lending bust actually began4. Borrower files a civil action against Lender to nullify
decades before anyone knew it. The Communitythe loan, recoup costs incurred in filing the lawsuit, and
Reinvestment Act of 1977 pushed banks to extendto recoup attorney's fees.
more credit in communities where they operated. This5. Lender must then overcome the substantial
drew many lenders to lower-income borrowers. Later,rebuttable presumption of guilt in order to be
in 1986, the federal government began allowingsuccessful in its defense.
taxpayers to deduct the interest paid on mortgageIt should be noted that the bill provides no presumption
loans. The effect was a boon to the market forthat the borrower must overcome. Nowhere in this
refinancing. In addition to the benefits attached toproposed legislation is the borrower required to show
building equity - paying a fixed monthly paymentgood reason for his/her inability to pay. The Act would
instead of rising rent, for example - homeowners couldnot even require the borrower to show good reason
now take advantage of the tax break. This led directlyfor seeking recission of his/her financial obligation.
to a steady increase in home ownership, in manyThe basic effect of these provisions would allow
cases regardless of how the borrowers would affordborrowers to sue lenders simply because the lenders
the loans in the future. Risky loans were made acrossshould not have loaned them money. The potential
the board, from small rural towns to inner cityeffect of such legislation would be to curtail lending to
neighborhoods to affluent suburban areas.a point where mortgage lenders would avoid making
From 1986 through the mid-nineties, mortgageloans to all but the highest order of borrowers. This
securities began to catch the eye of Wall Street. Thewould decrease homeownership solely because the
focus in that time shifted from investment in regularnumber of lenders willing to take on even normal-risk
"prime" mortgages, to the riskier "subprime" loans. Theborrowers would shrink precipitously.
risk of default on subprime loans was higher than thatThe general issue of whether those not materially
of prime loans, but they were still more attractive toaffected by the subprime lending collapse should "bail
investors. The volatility in the subprime market wasout" homeowners facing foreclosure has come to the
very low in comparison to the stock market. This lowforeground of the political landscape. Any Pennsylvania
volatility rate made subprime loans the "must-have" forresident who has seen a campaign advertisement
mutual fund companies, regular banks, pension funds,leading up to the crucial April 22, 2008 Democratic
and insurers - all of whom were looking to furtherPrimary could attest to this. On March 7, 2008, Senator
diversify their holdings.Kit Bond (R-MO) introduced the "Security Against
There have been several bubbles in the financialForeclosures and Education Act" (the SAFE Act). The
markets. The market is prone to human emotion, andpurpose of the SAFE Act is to help families and
investors sometimes become overzealous with theneighborhoods facing home foreclosure and address
proverbial "next big thing." Similarly, investors inthe subprime mortgage crisis. Senator John Cornryn
subprime loans took the initial gains as indicative of(R-TX) and a number of other Senators are on board.
future windfalls, and began to put more and moreThe SAFE Act provides an example of the steps
money into the industry. By the time housing pricesCongress is taking in attempting to bridge the gap
peaked (from 2004 to 2006), over a quarter of allbetween the two main viewpoints on the issue. The
loans made were high-rate subprime loans. Thirty-fiveplan is to provide over $10 billion to refinance subprime
billion dollars was invested in subprime loans in 1994 -mortgages which are stressed or facing foreclosure. It
$11 billion of which was bought on Wall Street. Thisalso provides for a $15,000 tax credit, spread over a
ballooned into $332 billion in loans in 2006. A whoppingthree year period, for the purchase of a "qualified
$203 billion of those outstanding subprime loans werepersonal residence." "Qualified personal residence" is
purchased by investors on Wall Street that year. Thisdefined by the SAFE Act as "an eligible single-family
aggressive lending and concurrent demand forresidence that is purchased to be the principal
homeownership resulted in many borrowers enjoyingresidence of the purchaser."
houses they could never afford.Other new regulations proposed by the SAFE Act
SUBPRIME LENDING: A SHEEP IN WOLF'Swould require borrowers who are considering an ARM
CLOTHING?(Adjustable Rate Mortgage) to be educated with
Key to the understanding of the current issues facingregards to any introductory rates, payments, expiration
the mortgage lending industry is the distinction betweendates, prepayment penalties, what the rate will be at
"subprime" lending and the oft-unmentioned "predatory"the outset, and what the monthly payment will be if
lending. A subprime loan, also known as a "secondrates increase. These measures are inherently
chance" loan, is tailored to borrowers with "less thanproactive. The SAFE Act, if passed, would not look
perfect credit," credit problems, or who are less likelyback to those who have dealt or are currently dealing
to qualify for conventional home loans. Many times, it iswith foreclosure. The disclosure requirements,
the only option for home ownership that the borrowershowever, would place a strong burden on mortgage
have. The loans are typically short term, and generallylenders to inform potential borrowers about nearly
extend over a two to four year period. The loansevery financial aspect of buying a house.
come with higher interest rates and fees, which isThe proposed borrower education and increased
standard for any line of credit approved for higher-riskdisclosure requirements would not end after purchase.
borrowers. Most important, however, is the fact thatSection 327 of the SAFE Act would amend Section
these loans are intended to allow the borrowers a106(c)(4) of the Housing and Urban Development Act
chance to pay back debts and clean up their credit. Atof 1968, which currently provides for financial
the end of the lending period, the borrowers should becounseling for homeowners who cannot meet their
able to qualify for or refinance into a loan with a lowercurrent mortgage loan obligations due to job loss. The
rate and risk from a major bank.change would make the counseling available to those
Predatory lending involves engaging deception or evenwho cannot make payments due to divorce, death,
fraud, through misinforming and manipulating theunexpected or significant increase in medical
borrower. This often involves pushing aggressive salesexpenses, unexpected or significant damage to the
tactics onto naïve consumers, and takingproperty, and/or a large increase in property tax. The
advantage of any lack of understanding. Thecounseling would still be available only to first-time
predatory lender does not care about the borrowers'homebuyers, and would continue to include counseling
ability to repay. It occurs in both the prime andwith respect to financial management, available
subprime market, but thrives in the latter due to thecommunity resources and social services, and job
greater amount of oversight that prime lenderstraining/placement.
(typically banks or credit unions) provide. PredatoryIn order to spur an increase in homeownership
lenders use abusive loan practices that generallyfollowing the foreclosure crisis, the SAFE Act would
involve one or more of the following problems:create a pilot program for borrowers without credit
1. loans structured to result in seriously disproportionatehistory sufficient to buy a house. Addressing this
net harm to borrowers,lending demographic was necessary, given that
2. harmful rent seeking,persons with bad credit were primarily targeted by
3. fraud or deceptive practices in lending,predatory lenders. The pilot program would use an
4. other forms of lack of transparency in loans not"alternative credit rating" to give those with insufficient
actionable as fraud, andcredit history a chance to buy a house without having
5. loans that require borrowers to waive meaningfulto wait for a long time just to build a good credit
legal redress.history. The new credit rating system would take into
The Coalition for Responsible Lending recentlyaccount information such as rent payment, utility
estimated that predatory lending alone costspayment, and insurance payment histories. One could
borrowers in the U.S. over $9 billion every year. Aeasily argue that rent and utility payment information
prominent indicator of the rise of predatory lending iswould be far more useful to mortgage lenders than
the unprecedented increase in foreclosures across thenormal credit rating information.
United States. While interest rates were dropping fromThere is no word from the Democrats in Congress as
1990 to 1998, the home foreclosure rate increasedto when this proposed legislation could be up for a
massively - rising 384%.vote. The new required disclosures proposed by
Why the differentiation? For starters, many consumerSenator Bond are not unreasonable. They would
advocates and hard-line opponents of subprime lendingcreate a new standard for lenders, while emphasizing
have claimed that there was no distinction. Thisthe importance of financial education to borrowers.
unfortunately blurred the line between lenders offeringThe requirements would not relieve irresponsible
a second chance to the borrowers who need one andborrowers of the obligations they created through their
those lenders who target for the sole purpose ofown volition by entering into financial agreements with
squeezing blood from the proverbial stone. Whilewhich they could not comply. Both schools of thought -
subprime lending creates homeowners, predatorythose who believe that lenders do too little, and those
lending eliminates them. Predatory lending is mostwho believe that borrowers should be more diligent -
prevalent in the subprime market, but occurs acrossare addressed in a way that encourages
the entire lending spectrum. It affects middle- andself-education and diligent disclosure.
upper-class in the same destructive way as it doesBALANCING PERSONAL RESPONSIBILITY AND
the lower-class. The only requirements for a predatoryMARKET CONCERNS
lender are that his victims must have two things:The precipitous change in home ownership and the
financial problems and a lot of equity in their homes.steep increase in foreclosures endured by the U.S.
A perfect example of predatory lending is found in thehave been debilitating, and the crisis is far from over.
story of Ken and Pat Leahy, who live in the suburbanIllustrating the effect are the recent cuts in interest
Chicago town of Glenview, Illinois. The couple isrates made by the Federal Reserve - the first since
currently fighting a business that conducted "mortgage2003. American home prices recently dropped for the
rescue" operations, which is another term for one offirst time since most likely the Great Depression, and
the numerous predatory lending scams. The coupleaccording to a March 2007 study conducted by First
lived in the same house for forty-seven years, andAmerican CoreLogic, the market should expect
had refinanced several times (as many Americans do)another 1.1 million foreclosures by 2013. Lawmakers
to build onto the house and send their daughters tonow face a tough balancing act between protecting
college. In March of 2002, Ken lost his job. Aftervulnerable holding borrowers and allowing borrowers to
struggling for a while to make their $1,700 mortgageskirt the responsibilities attached to taking out
payments and receiving numerous solicitations frommortgages that they could never afford.
lawyers and loan brokers, the couple decided to meetIn 2007, the Bush administration loosened some lending
with Harrison & Chase. The business advertisedrules, which could help around 80,000 borrowers
itself as a "foreclosure mitigation firm," and pledged thatrefinance to avoid higher rates. A bill has also been
its services were provided "free and pro bono." As theintroduced to reform subprime lending practices, and to
couple sat down to meet with Mr. Hantzakos, ahelp weed out more predatory lenders by targeting
company rep now named as a defendant in theirthem more specifically. The bill would, among other
lawsuit, he assured them that they should not worrythings, expand the Homeownership and Equity
because he "talk[s] to different people than [they] do."Protection Act (HOEPA) to cover more loans, expand
The couple then hesitatingly signed two forms - onethe protection for HOEPA loans, clarify state law
which authorized Harrison & Chase to negotiateregarding mortgage loan broker duties to emphasize
on their behalf, and another that was an exclusive dealthe fiduciary duties owed to borrowers, and create a
to help the Leahys sell their home.new section of protections for subprime loans.
The Leahys never received a copy of either form.In general, those opposed to government intervention
After the supposed meetings with the couple's lenderbelieve that although the lending industry will probably
failed, Mr. Foxx, the president of Harrison & Chaseexperience some short-term pain, the economy will
contacted the couple and offered them a new idea.emerge healthier. Others also believe that overriding
Foxx told them that they could put their home in apersonal responsibility for investments by instituting a
"protected trust," which would protect them fromfederal bailout would be a "subsidy for risky behavior"
creditors while Ken found a new job, they improvedin the marketplace, and would encourage future risky
their borrowing power, and refinanced. Though thecredit transactions by saying ". . . the government . . .
trust would have the power to sell their home, thewill bail out bad lenders."
Leahys were assured that they would have the firstTalking heads at the Center for Responsible Lending, a
chance to buy it back.nonprofit research group, call such a bailout
While the couple had not intended to give up the title to"unconscionable," because there was a huge amount
their home of nearly fifty years, they unfortunately didof money initially made on investments in subprime
exactly that. They learned that they had sold theirloans, and that investors should be allowed to "feel the
home for $230,000 in an area which they at the timepain" in the free market. Bailing out investors seems
could have gotten over $500,000 for the samecounter-intuitive at first glance. It does make sense -
property. After satisfying their mortgage with thewhy should investors be covered by the government
$230,000 for which they sold the house to Harrisonwhen they lose money if they are not then forced to
& Chase and paying property taxes, the Leahysturn over money when the government believes they
walked away with only $10,361. Adding insult to injuryhave made too much of it? Bailing out someone who
was the fact that the couple would up paying $2,500engaged in risky behavior will most likely only
per month to rent their own home back from theencourage such behavior in the future.
"rescuers," and agreed to pay nearly $300,000 to buyThose in favor of the bailout option contend that some
their beloved home back. Unfortunately, due to anotherindustries are "too big to fail." This argument was first
series of unfortunate hospital visits, the Leahys cannotused about ten years ago, when the Federal Reserve
afford that.intervened on behalf of the enormous hedge fund
The Leahys are not alone, either. Predatory lendersLong Term Credit Management. Currently, almost 100
have been taking advantage of sentimentality andsubprime lenders have closed their doors since the
human attachments to property all over the country,initial bust, and the ripple effects are only beginning to
using "sales leaseback" schemes like Harrison &be felt by other areas of the United States economy.
Chase. All a potential victim needs is exactly what theThe financial system is so interconnected, through the
Leahys had: financial problems and a lot of equity inslice and dice of mortgage loan bundles amongst
their homes. Until these operations are squeezed outinvestment funds, that when a homeowner in Ohio
by the increase in oversight effectuated by thedefaults, a retiree in Hawaii might take a hit in his
mortgage bust, borrowers must not make the sameportfolio. Whichever way the decision is made, the
mistake as the Leahys. Both new and veteranstakes are huge for those in Pennsylvania planning to
homeowners who find themselves in financial troubleenter into homeownership in the next few years.
must sort through the frustration and educateAPPLICATION TO THE GRADUATE STUDENT
themselves. Seeking independent legal and financialThe result of the confusion between subprime and
advice is paramount, and there are many private andpredatory lenders is clear: subprime loans are utterly
public outlets in which to do so.feared and avoided by all borrowers, many of whom
MERGING CRIME WITH CAPITALISMwould greatly benefit from such a situation. Home
In addition to highlighting the predatory lending that hadprices are falling, yet those who could take advantage
been taking place, the bust in the real estate marketof the low prices will never do so. Potential borrowers
turned the spotlight on potential criminal activity in thehave decided to stay put after hearing about the
real estate market. For example, New York Attorneyforeclosures, dreaded adjustable rates, and others
General Andrew Cuomo has filed suit against the reallosing their homes. A sign of the times is that
estate appraisal unit of First American Corporation - aapartment turnover has recently stagnated, as
Fortune 500 company. Attorney General Cuomoapartment dwellers are choosing to forgo the
believes that the practice is "widespread" and hasfinancially beneficial route of building equity. According
been a large contributor to the crash in the market.to the National Association of Realtors, there are
The lawsuit against First American alleges that thenearly a million such people who are foregoing any
company inflated the values of homes in order to getpurchase of real estate.
more loans approved. The mortgage companies wereA recent study conducted by Congress' Joint
apparently pressuring the appraisers to do so. Such aEconomic Committee has projected that by the end
practice makes it very easy for borrowers to eitherof 2009, nearly seventeen percent of Pennsylvania's
overpay for a home or borrow too much against theirsubprime loans could fail. The study showed that
current home. Therefore, when home prices begantwenty-nine percent of all first mortgages in Beaver
falling, the borrower would be unable to refinance if hisand Armstrong counties, twenty-six percent in
house ended up being worth much less then he hadWashington County, and twenty-five percent in
thought at the time of purchase.Allegheny and Westmoreland counties were all
More absurd than even the artificial inflation ofsubprime. In Philadelphia County, a startling forty-six
appraisal prices was the fact that an entire industrypercent of all mortgage loans were subprime.
based on assisting borrowers in fraudulently obtainingAs far as Pittsburgh is concerned, those in the area
loans had sprung up. At the zenith of the subprimehave only experienced an eleven percent appreciation
lending market, a low credit score, insufficient monthlyin real estate values from 2001-2006. This is a painfully
income, and even a history of bankruptcies could notlow increase, as compared to Philadelphia
keep borrowers from obtaining mortgages. Forhomeowners, who experienced an increase of over
example, all an unqualified borrower had to do if hefifty percent in home value. Allegheny County residents
wanted to qualify for a loan that he thought he mighthave also experienced around 400 foreclosures in
be able to afford was visit For only a $55.00 fee, theFebruary 2008 alone - the highest for the month of
small California-based company would help anFebruary in over twenty years. Real estate agents in
unqualified borrower get a loan by listing him as anthe area do not believe that residents should fret,
"independent contractor." In doing so, the companyhowever, since the Pittsburgh market has escaped the
provided pay stubs that "proved" the borrower'slarger amounts of foreclosures experienced
income to be much higher than it really was. For onlyelsewhere. Instead, those looking for homes in the next
$25.00 more, the company would also provide afew years can apparently count on local real estate
telephone call to the lender in which they would giveagents to come up with better deals and buying
the borrower a glowing reference. Another website - -opportunities. While the outcome for the former
provides interested borrowers with fake names,owners of the houses have been unfortunate, young
addresses, credit card numbers, social securityfirst-time homebuyers will probably be able to make
numbers, and basically anything else one would needthe proverbial lemonade by taking advantage of the
to secure a mortgage loan.low prices that will probably stick around for the next
More recently, mortgage lending fraud in Pittsburgh hasfew years.
been picked up by the national newswire. U.S.There is no clear solution to those who plan - or
Attorney Mary Beth Buchanan announced on April 10,planned - to buy their first home soon after finishing
2008 that two mortgage brokers pleaded guilty intheir education. Graduate students many times face
federal court to mortgage fraud charges. The twostudent loans around $100,000, and mounting credit
brokers, Aaron Thompson and Randy Carretta,card debt from extraneous expenses incurred during
operated People's Home Mortgage. While the statedschool. Overall, debt-laden grads are not very
purpose of the business was to "assist borrowers inattractive to the lending industry in its current state.
obtaining financing to purchase homes," the duo insteadThis is especially compounded where the student
submitted for borrowers applications containing patentburdened by high education loan debt does not make
misrepresentations about the borrower's financialmuch after leaving college or graduate school. Simply
condition. The applications also included inflatedmaking student loan payments on time, however, will
appraisals of the properties prepared by unlicensedboost your chances of getting a better interest rate on
appraisers and falsified employment documents.a home loan. Those considering purchasing their first
Sentencing is scheduled for September 2009, and thehome must decide whether they feel secure enough
two are each facing the possibility of $250,000 in finesto stay there for at least the next five years to wait
and twenty years in prison. The two convicts are onlyfor the inevitable market rebound in prices.
a drop in the growing pond, however, and are not theThere is good news, however. The Federal Housing
only ones to blame for the subprime lending crash.Administration (FHA) insures specialized first-time
Laissez-Faire lending oversight and standards alsohomebuyer loans, which greatly encourage new
provided an avenue for "fraud for profit." In one Newhomeownership. These loans are funded by lending
York case, the FBI has charged twenty-six people forinstitutions and insured by the U.S. Department of
fraud. The defendants allegedly used stolen identities,Housing and Urban Development. For those looking for
invented buyers, and inflated appraisals in order toa single-family home here in Allegheny County, the
obtain over $200 million worth of properties. Severalcurrent lending limit is $327,500. A major perk of
other similar operations have been eliminated by lawobtaining such a loan is that the down payment
enforcement - in an Ohio case, almost half of all therequirement is reduced from to only three percent of
mortgages processed by a single broker did not makethe total loan amount (down from ten percent).
a single payment. Unfortunately, many other fraudulentAdding to the benefits enjoyed by today's first time
borrowers and lenders will get away with it, becausehomebuyers is that real estate prices have dropped to
the money is "out of the door" and there is noall-time lows as more houses are put on the market,
recovery to be had.and will probably stagnate for the next few years. This
For many investors, the growth and rapid bust of thewill provide a benefit to those with student loan
lending industry reminds them of the savings and loanpayments to make, due to the incredibly low prices
crisis of the early 1990s. That crisis ended with the(and, ergo mortgage payments) that will be
federal government pumping the market with a bailoutmanageable even when compounded with student
of $150 billion, and a small number of high-profile fraudloan payments. In addition, many private loans are not
convictions. Presently, however, the major losers ineven reported to credit rating agencies, and therefore
terms of real dollars have been the hedge funds.do not burden the aspiring borrower. Until more
Though these funds are in theory only limited to thesolutions are put in place to stop criminal practices in
more wealthy investors, small business and borrowerslending, students looking at first-time homes must
alike could soon feel the famous "trickle-down" effect.resort to more aggressive self-education to help
The present administration is considering its availableensure success in home buying.
options and will probably end up pressured into outIN CONCLUSION
lending companies, the borrowers facing foreclosure,The total fallout from this economic crisis will be
or both. In the meantime, class action litigation haswidespread. The immediate results from the bust in the
begun, and will not end anytime soon.industry are clear, and explained with simple
ADDRESSING THE PROBLEM IN CONGRESSeconomics. As mortgage rates rose, the demand in
On October 22, 2007, Representatives Brad Millerhousing decreased. Those with ARM loans could no
(D-NC), Mel Watt (D-NC), and Barney Frank (D-MA)longer afford to keep their houses, so they sold them
introduced "The Mortgage Reform and Anti-Predatory(or, to a lesser extent, foreclosed). The result was a
Lending Act of 2007." The stated purpose of the Actspeedy growth in supply coupled with a sharp
is to "reform consumer mortgage practices anddecrease in demand caused by the increase in rates.
provide accountability for such practices, to establishThe excess created in the housing market drove
licensing and registration requirements for residentialprices down.
mortgage originators, to provide certain standards forIt is unclear where they will finally stagnate, as there
consumer mortgage loans, and for other purposes."are several factors that could contribute in the near
The purpose of the Act, in summary, is to place afuture. The Federal Reserve has lowered interest
substantial burden on mortgage lenders while vaguelyrates twice to encourage both home retention and
ignoring any irresponsibility in borrowing.home purchasing. Assuming that inflation remains
Title II of the Act is entitled "Minimum Standards forstable after the rate cuts, there could be more coming.
Mortgages." Under this Title, no mortgage lender isAt some point, the trickle-down effect of the rate cuts
allowed to make a residential mortgage loan unless itwill influence the adjustable rates that many borrowers
makes a "reasonable and good faith" determinationface. Home construction will likely also be a contributing
that the borrower has a "reasonable ability to repay"factor, as the coming slow down in that industry (a
the loan. The basis for such a determination wouldresult of decreased demand for new homes) will
have to be the borrower's credit history, currentstabilize the supply of available housing inventory.
income, expected income, current obligations,Andrew J. Wronski, a Partner at Foley & Lardner,
debt-to-income ratio, employment status, and "otherLLP, has recently published an educated and intelligent
financial resources." There is also a rebuttablesummary of what he believes will be the effect of this
presumption against the mortgage lender, undercrisis on the consumer lending industry. Mr. Wronski
Section 203 of the Act.states that there will be a dramatic increase in federal
When Sections 201 (Ability to Repay) and 204and state regulation of consumer finance. Many other
(Liability) are read in conjunction, the burdens the Acttypes of consumer loans - even everyday financing
would place on lenders are far clearer in nature. If aoptions - will be affected, because they were
mortgage lender does not comply with the "reasonablepackaged and sold in the same manner as mortgage
and good faith determination" standard in deciding toloans. Already Mr. Wronski has been proven correct in
lend a borrower money, and the borrower is unable tohis first assertion; this is evidenced by a simple review
repay, the borrower could file a civil action against theof the proposed legislation discussed earlier.
lender pursuant to Section 204 of the Act. This civilIn 2006, this author had a simple five-year plan: work
action could be filed for the following: rescission of thehard, do well, pass the Bar, get married, and lose the
loan, costs incurred by the borrower as a result of theshackles of endless rent payments by building equity
violation and in connection with getting the loanthrough responsible homeownership. At the time, the
rescinded, and even attorney's fees. The step-by-steplatter seemed far easier. Facing the all-too-familiar
lending process, according to the Act, would look likeburdens of six-figure student loans, credit card debt,
this:and pressure to land a secure job as a new attorney
1. Potential Borrower applies for a mortgage loan.begs the absolute question: Would the "American
2. Mortgage Lender, based upon information providedDream" put a recent law school graduate in over his
by Potential Borrower, agrees to lend the moneyhead?
based on terms both parties agree to.