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The Media Just Doesn't Get It - More Mortgage Broker Bashing

By
Mortgage and Lending with Perl Mortgage

I was going to write something on how to read Good Faith Estimates (GFEs), but an article on CNNMoney.com caught my eye.  As you know, I have been pretty critical of the mainstream media in their reporting of mortgage issues.  Mainly because they don't have a freaking clue.  This article is yet another piece that is so full of misinformation all I can do is just shake my head.  Journalist have really got to do a better job sourcing information and really understanding the issues they are writing about.  However, I guess this is what you get when you have english majors who have never done anything but journalism writing stories on business topics.

The CNN article is about Yield Spread Premiums (YSPs).  YSP is how mortgage brokers are compensated.  Basically, it is compensation paid by the mortgage lender to the mortgage broker for delivering a mortgage loan at a certain interest rate.  The best way to think about YSP is as a profit margin.  In short, the Wholesale Interest Rate plus the Yield Spread Premium paid to the Broker equals the Retail interest rate.  For those of you with low reading comprehension skills, put another way:

Wholesale Rate + YSP = Retail Rate.  Simple enough, right?

For the life of me, I cannot figure out why this concept is so hard to understand?  In predictable fashion, the article characterizes the YSP as some evil "kickback from lenders in return for steering consumers into more expensive loans - a problem that the Federal Reserve failed to address."

Let's address the kickback issue.  Why do lenders pay YSP to Brokers?

Lenders pay YSP to brokers because it is cheaper than paying their own workforce for the broker's client.  The broker incurs the cost of advertising, marketing, and other business expenses to originate (obtain clients) a loan.   In other words, YSP is an incentive to the broker to use that bank's products.  The bank has to compensate the broker for their work and YSP is how they do it. 

Doesn't YSP raise my interest rate?

Yes and No.  Remember, banks offer mortgage brokers WHOLESALE interest rates.  The RETAIL interest rate is the rate that includes the YSP.  Put another way, Bank A may have 30 year fixed rate loans at 6% with no YSP.   This is known as the par rate.  However, if the broker sells the client the loan at 6.5%, the bank will then pay the broker say 1% of the loan amount as YSP.   At 6%, the broker is not being compensated, so they would have to charge the borrower "points".  The borrower is either going to get 6% with 1% in total points or 6.5% with no points.  No borrower will ever get 6% with no points as that would put the broker out of business since there is no profit margin either in points or YSP. 

The most egregious error in the article though is that it fails to mention that if the broker is offering a borrower 6.5% with YSP baked in, that rate is still cheaper than if that borrower went to the bank directly. 

Does the Broker have an incentive to earn as high of a YSP possible by giving me a higher rate?

The last time I checked our economic system is solidly capitalist.  When I price a loan I want to make as much profit as possible while remaining competitive.  It is the American way.  However, at the end of the day, it is IMPOSSIBLE for a broker to gouge a consumer who aggressively shops for their mortgage.  If a broker is trying to raise the rate on a deal so they can make 2% in YSP on a deal that most other brokers might do for 1% YSP at 6.5%, it wouldn't take but two or three phone calls to competiting brokers to uncover this as the inflated YSP is going to result in a higher rate being offered than other competitors.  It really is that simple.

Why did the Fed ignore the YSP issue in their ruling?

Because the Fed figured out that YSP doesn't matter to consumers.  Let's take a little test.  You are shopping for a mortgage.  Broker A quotes a rate of 6.5%.  Broker B is quoting 6.875%.  Banker C works for Kuntrywide and claims he doesn't charge the ripoff YSP since he is a banker and his rate is 7%.  Broker A does a lot of loans and has a special deal where he gets incentive pricing and will earn a YSP of $8,000.  Broker B only gets a YSP of $4,000.  Banker C doesn't disclose since banks are treated differently. 

Which is the better deal?  Broker A making $8k in YSP at 6.5%,  Broker B making $4k in YSP at 6.875% or Banker C with the "free" loan at 7%?

If you are smart enough to own a home, you are going to pick Broker A because it has the lowest rate of all the lending choices you had REGARDLESS OF HOW MUCH PROFIT IS MADE ON THE LOAN.  You could give a rats ass what he is making.   He gave you the best deal out of all the competitors you called.

Real life example.  I just closed a loan yesterday and had a YSP of $5200, no points.  The borrower asked me to lower the YSP after I disclosed it on the GFE.  I said no.  The rate was 5.250% on a 5/1 i/o ARM.  Why did I say no?  Regardless of my YSP, there was no way anyone was going to be able to match that rate.    The borrower soon figured it out and agreed.  End of discussion.  They got freaking good deal and at the end of the day, my YSP was irrelevant because the closest competitor had pricing of 5.75% on the same loan.

At the end of the day, it bothers me that such misinformation is spread around by news sources.  Some consumer is going to read this article and think their broker is ripping them off when it isn't the case.

Comments(3)

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William Collins
ERA Queen City Realty - Scotch Plains, NJ
Property and Asset Management

Russ,

Thanks for the post. I am with you on this one. the mortgage industry shoulders some responsibility for the meltdown. However, the real culprit has been and is the economy. During the recent boom years, we all know that real estate transactions was the only thing keeping the economy going. The buyers who used option arms, 80/20s and 100% financing had jobs. Incomes were verified. What happened to the revenue streams? Who's responsible for the jobs lost due to mergers & acquisitions, outsourcing, cooked books and the like. The meltdown was fueled by a ill-fated economy, that has really tanked.

Jul 24, 2008 10:56 PM
Russ Msrtin
Perl Mortgage - Chicago, IL
Residential Mortgage Advisor

Bill

Thanks for your comment.  I agree there is more to the foreclosure situation than just predatory mortgage loans.  My real beef with the article is the obvious bias nature of it and to add grease to the fire, the obvious lack of knowledge about the topic at hand.  The article is so full of misinformation it isn't funny.  I have been trying to figure out how to find the reporters email address so I can send him a piece of my mind.

Jul 25, 2008 02:15 AM
R. B. "Bob" Mitchell - Loan Officer Raleigh/Durham
Bank of England (NMLS#418481) - Raleigh, NC
Bob Mitchell (NMLS#1046286)

Russ:  My question is why the bashing of YSP has had such good legs.....You're right, it's not that difficult a concept to understand, yet here we have Barny "Fife" Frank railing against it in public hearings. 

I go up against Bank of America and Countrywide and any number of banks and mortgage bankers on a daily basis and generally speaking, I win more than I lose.  Could this be because I run a tight ship and don't have corporate jets flying my CEO around the country to play golf?

When I worked at Knutson Mortgage (now defunct) I had an assistant manager, a manager, a regional manager, a national sales manager, a senior vp of operations and a president.  I think that at some point while I worked there each one of these folks (above my manager) flew in on the corporate jet to ride with me while I made my calls.  I guess that I shouldn't have taken the first one, my regional manager, to such a nice strip club!  And people wonder why brokers are more competitive!

 

Bob Mitchell

ValueList Real Estate Services,Inc.

Jul 25, 2008 03:53 AM