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So You Found a Lender I Did Not Recomend?

By
Real Estate Agent

In our current market many of the lenders who made our life miserable have gone away.  Unfortunately, a few of them still remain.  That is why buyers should stick to lenders who have earned a good reputation with their agent.  Invariably, however, they find a "fantastic loan officer I did not know about."

The transaction I closed yesterday convinced me we still have toxic lenders.  When I wrote the offer for the buyer they were working with a very reputable and skilled, local lender whose card I had provided along with a couple of others.  As soon as the contract was accepted the lender abruptly changed to another lender.  I thought that was a little odd but it does happen.

Even though the buyer gave the new lender permission to share information with me, I was not getting updates.  I knew the appraiser had had time to complete his report so I called the lender to check on any requirements.  I was informed the report had come in a few days before and there were requirements the seller was taking care of.  That seemed really strange and initially I thought the lender was communicating with the listing agent rather than with me, the buyer's agent.  I did not want to rock the boat so I politely asked the loan officer to please keep me a little better informed.

I continued to check back with the lender but never got really good response.  This was very frustrating.  The lender kept assuring me there was not going to be a problem.  Two days before closing the lender sent me an e-mail stating that we were not going to close until two days after the contract close date and that the buyer was just going to rent the house from the owner.  Needless to say, I was shocked.  Again, I thought the listing agent was the culprit.  I called the listing agent only to learn that he didn't know anything about this arrangement either.

Now the listing agent and I are both wondering how this was happening since neither one of us were in favor of occupancy prior to closing situations.  I called the lender and after this conversation the picture got quite clear.  I was informed that one of the two owners of the property worked in the bank with the loan officer.  The loan officer had been sharing information about this loan with the owner of the property from the time the application had been made.  This owner had access to all the buyer's account information at the bank but the buyer was never aware of this connection.  The lender had communicated the appraisal requirements directly to the owner, by-passing both agents.  The lender had also negotiated an early occupancy between the seller and the buyer.  I believe that falls under the category of practicing real estate without a license at the very least.

When I pointed out to the lender we could not do an early occupancy agreement with rent money without sending it back to the underwriter and requiring another 3-day disclosure wait she replied that it could be just between the seller and buyer.  Isn't that mortgage fraud?

This lender had also submitted the loan package to the underwriter with a deposit verification with a figure different from what was indicated on the application and so underwriting kicked it back.  The lender said she did not think underwriting would be so "picky."  She also failed to send the disclosures required by RESPA until after the deadline required prior to closing after having a month to get that job done.

After a very anxiety ridden few days, this purchase was finally closed.  The lender attended closing but failed to bring the check to closing for the loan so the transaction still could not be funded.  I have lost count of the infractions this lender is guilty of.  Just because I did not give you their card does not mean I don't know about them.  This should be a lesson not to use lenders whose information your agent has not provided for you.  We have done business with these people before.  We know the dangers that lie ahead of you.

Show All Comments Sort:
Joetta Fort
The DiGiorgio Group - Arvada, CO
Independent Broker, Homes Denver to Boulder

Did you report his actions to his supervisors?  Regardless of what regulations he is or is not subject to, I doubt that upper management at the bank would be happy with the actions of either of his employees.

Mar 04, 2010 02:06 AM
Anonymous
Kent

WOW...How interesting...The truth of matter is this. Direct lenders like us can close a loan in 2-4 weeks. We do it every month. Our company funded over 1.3 billion last year with the majority of the loans being purchase loans. You'll find the mortgage brokers asking for contracts for longer periods because they have less control of the process. And the new GFE...No problem...You just have to find a great lender that can get the job done. www.WantAGreatRate.com If you are in California, Hawaii, or Arizona...Give me a call. 

Mar 04, 2010 02:08 AM
#18
Anonymous
Janine Nielsen

To Jim Smith....The problem I'm having as a Realtor is not with the 4 Lending Officers I use. Communication and buyer cooperation is the key to getting the job done in a timely manner. My issue is with the the REO listing agents and the Asset Managers.....they will not accept Escrows beyond 30 days, hence the exorbitant per diems they charge. Not to mention Appraisal contingency periods of 0 to 10 days. Yeah right; with the HVCC laws,  tighter lending standards, and RESPA laws, we are all under extreme pressure to perform in a timely manner. Once again the Banks are placing the blame everywhere but with themselves.

Mar 04, 2010 02:40 AM
#19
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

Wow, how about the sharing of the buyers info with the seller? Surpised you didn't have problems magically disappear with the appraisal too on this deal.

Mar 04, 2010 03:20 AM
Cari Anderson
Danville, CA

Rita: the poster above can say all he wants but there is absolutely NO reason what happened with your deal should've happened.Did you speak to the LO's supervisor? What an absolute scary transaction. I was an Underwriter for 13 years and I've seen some really strange stuff but this takes the cake.

As for recommending your trusted lenders to buyers, you know what they say about leading a horse to water. Sorry for your nightmare. Hope you have smooth transactions the rest of the year! Take care.

Mar 04, 2010 03:40 AM
Ben Yost - 303-587-4297
First Time Home Buyer, Mortgage Rates, Pre-Approval - Denver, CO
FHA, VA, Conventional - Mortgage Loans in De

Sorry, Rita sounds like you ran into a Very Bad Apple!

I'm still closing loans in under 30 days- Just closed a 203ks in that time Frame. Depends on who you work with!

Just an FYI:

If Realtors are giving out multiple Loan Officers cards to your clients- say 3. You will still never receive great service from them.

Reason is you will never be a priority to them, like a Realtor who only gives their card out exclusively!

If you are not loyal to any one loan officer- why would they be loyal to you?

Lenders of course will never say this to you directly, but it is always talked about at our offices!

I have a Lead to give out: do I give it to the Realtor that gives my name out along with two others- so that I'm fighting others for the deal until the day it closes or do I give to the Realtor that only uses me?

I have two Voicemails, who gets called back first? I have two loans.. You get the idea!

That's why I will not even work with a Realtor that does the three card thing, because it is not fair to the Realtor or their clients! 

Myth: I have to give out 3 Cards! Wrong you need to do what is in the best interest of the client!

Also, because of the Internet, they have usually talked to 2-3 Lenders, any how- before they get to you.

That is why every big hitter that I know of- only uses one Lender!

Having said that I get about 2-3 Transfer files a month from the Loan officers that can't do what they promised- so they are still out there!

Thanks, for sharing!

 

Mar 04, 2010 03:52 AM
Gene Riemenschneider
Home Point Real Estate - Brentwood, CA
Turning Houses into Homes

I am having an issue with a bad lender right now and the buyer is my sister.  Every time I tell her something she tells me what the lender said and a cringe.  So far not documents or prequals have been sent to me as requested.

Mar 04, 2010 03:52 AM
Kerry Jenkins
Prime Properties - Crestline, CA

I think some of you are missing the point of her blog. The LO in her transaction was going directly to the seller because they had a relationship.  That should violate all sorts of privacy laws and ethics.  They should be going to the buyer and to the buyer's agent instead of to their friend who is the seller.  I would certainly file a complaint against her for her lack of communication and for that type of behavoir.  She isn't in the position to be negotiating rent-back agreements at all.  That would seem to be transacting real estate without a license to me.  You go girl!

Mar 04, 2010 04:17 AM
Anonymous
Jim Smith

Janine - Its an industry problem and you are correct.  Its not just the lenders, its the REO companies, its the IRS and the 4506's, its the lender-ordered appriasals, its the 4 day mandatory wait on having a buyer pay for an appraisal, its the 7 day wait to redisclose if fees are wrong prior to close. 

And those are just the issues we are dealing with that are NEW since July of 09!  Now let me throw in apprisals on homes that have been vacant for 1 or 2 years, repair escrows.  And lets not forget just the general nature of files:  Income issues, credit issues, situations for which HUD has no insight.

Everyone has to understand (despite what Kent says) the process takes longer than it used to.

Rita got a bad LO, no question about it.  But I get calls every day from realtors who are expecting something from us that just is not possible and, frankly, Im tired of explaining "lending" to them.  I would rather they listen to me and prepare the borrower accordingly then just jam a timeline down my throat thats unrealistic.

Mar 04, 2010 04:34 AM
#25
Susan Thompson-Solomons
Monument Sotheby's International Realty - Solomons, MD
Southern MD Real Estate-Solomons Specialist

This lender totally violated the relationship with their client and privacy laws - and then there's fraud thrown in. A lot of mention of not understanding what lenders are dealing with in some of these comments. This post isn't about that - it's about ethics. It's also about how ethics could have meant the difference between a deal that goes and doesn't - fortunately worked out violations and all. Someone should take the violations next - pretty serious.

Mar 04, 2010 05:25 AM
Christopher Pataki
RE/MAX Associates - Hockessin, DE
Hockessin Delaware Real Estate

I think that this lender is not long for the market.  Not being able to make the simple things go smoothly only makes me feel confident that there is no way they will be able to keep expenses intact between GFE and settlement.  If these new rules do one thing, it will cleanse the industry of toxic lenders..................chris

Mar 04, 2010 05:27 AM
Mark Warner
RealEspace - Plano, TX

Rita-

Your post was excellent and, as a mortgage professional, made me once again shake my head at those in lending who give the industry a bad name.

The points you raised are one more reason, in my mind, that bringing mortgage professionals and real estate agents together through co-branding opportunities is a good idea.   Working together, they ensure that borrowers don't have experiences like the one you describe here.

Realtors are on the front lines.  They're the ones that people who want to buy or sell a home are going to look for first-and odds are it will be online.   If you're able to provide lending information from a loan officer you personally know and trust on or through your site, odds are your buyers will work with that lender.    Likewise, loan officers who may be contacted for pre-quals have the opportunity to promote a real estate agent who has a proven track record, and who is committed to keeping the lines of communication open. 

This kind of situation isn't just win-win.  It's win-win-win-the buyer, the loan officer and the real estate agent all walk away feeling great.

I'd love to talk to you about this more, Rita, to ensure that this situation never happens to you or your clients again. 

Again-thanks for the great post.

Mar 04, 2010 07:54 AM
Stephanie McCarty
McCarty Homes - Canton, GA
REALTOR

I feel your pain.   Buyers look at me like I am getting a kick back or something when I tell them it's important to work with a lender we know.   I don't care which one and even when you explain that we just want to be certain that things are done correctly and on time, they think we have other motives, quite often.

I had a listing under contract to close by Thanksgiving 2009.  Buyer using bank I never heard of.   She had a preapproval letter, a strong one.  I FINALLY convinced my seller to allow me to put the house back on the market and terminate the contract just two weeks ago - can you believe that?   No matter what I said, no matter that my predictions were coming true left and right, my seller kept believing all of the bizarre stories that this lender was handing out.   The lender was calling and emailing my seller directly - where do they get off?  

Yea, not fun when you have a pending deal and no way of knowing if the lender really has a clue.

Mar 04, 2010 11:51 PM
Lee Walsh
SecurityNational Mortgage - Lake Mary, FL
Executive Talent Scout for Mortgage Professionals

Why are some of you mortgage people crying about how tough it is?

Name one sector in our industry that doing business has become easier for.

Rita's buyers had a bad loan officer. The LO's interfering in the sales process and lack of communication with the others involved in the transaction is inexcusable.

All of the regulation in the world will not get rid of bad loan officers (or bad real estate agents).

Rita my advice is to refuse to work with borrowers who use that mortgage company and let their management know about it.

 

Mar 04, 2010 11:54 PM
Anonymous
Jim Smith

To Full Service:

Interesting how you say "The LO's interfering in the sale process".

Perhaps we should all stick with what we know best.  Ill let the realtors sell the home if they stay out of the financing process.

I cant tell you how many realtors call up my loan officers and ask them to drop fees, but the realtor is not willing to drop fees.  Why not?  Loan officers arent making 7% on the deal, only the realtors are.

Mar 05, 2010 01:40 AM
#31
Anonymous
Deep River

Kudos to Amy Steele #24 and Susan Thompson #26 for zeroing on the real issue at hand.

Bonus points to Amy Steele for noting the practice of Real Estate without a license.

Additionally, the events as described by Rita Hodges suggest to me that HVCC may have been violated, which would make the loan ineligible for delivery to Fannie Mae for Freddie Mac. I imagine the bank's compliance department would not be pleased.

Mar 05, 2010 12:22 PM
#32
Marte Cliff
Marte Cliff Copywriting - Priest River, ID
Your real estate writer

Every profession has good ones and bad ones... even mortgage lending.

Years ago I had both sides of a transaction and both the buyer and seller were out of state. The lender was semi-local. (Next town over.) The buyer wasn't getting any information and both the buyer and seller were calling me trying to find out what was happening with the loan. This was in the days when we all paid for long distance phone calls and both of them were getting angry at having to make so many calls to learn nothing.

So, I kept calling the lender, but she refused to return the calls. All I could do was call the buyer and seller and tell them I didn't have anything to tell them.

Finally, after about 3 weeks the lender called the buyers and said "Will you tell your damn realtor to get off my back."

Needless to say, we steered our buyers clear of that one in the future!

Mar 05, 2010 04:50 PM
Joy Carter & Jeff Booker Brother and Sister Team
Keller Williams Parkland/Coral Springs Realty-GreatFloridaHomes Team - Coral Springs, FL
Trust Your Family's Move To Our Expertise!

We tell our clients that our preference is to work with someone we recommend and someone that respects the way business should be done.

The biggest reason is when their lender of choice does not come through for them, there is nothing we can do.  We usually have pull with our own lenders because of the solid relationship we've established with mutual respect.

Most of the time they listen to us and all goes well.  When they don't we are never surprised with the grief the client gets from their lender of choice.  Joy

Mar 06, 2010 12:55 AM
Lee Walsh
SecurityNational Mortgage - Lake Mary, FL
Executive Talent Scout for Mortgage Professionals

Jim - first... you should consider getting an AR account so you can post about your problems with agents.

I was commenting on the facts as Rita explained them. Yours just seems to be a general gripe. 

We all have had those calls from others in the transaction asking for fee concessions. All fees are negotiable - My answers is always that I will match you - cut your by 30% and so will I.  That usually ends the conversation.

Mar 06, 2010 01:14 AM
Matt Robinson
Professional Investors Guild - Pensacola, FL
www.professionalinvestorsguild.com

I'm sure we could all tell some stories about terrible lenders negatively affecting sales.  I aboslutely CRINGE anytime a buyer says they found their own lender, especially when they found them on the INTERNET!!!

Jul 17, 2010 03:40 AM