Office of Single Family Program Development

FHA’s “Lender Insurance” The Faster, Cheaper, Smarter Way to Mortgage Endorsement FHA’s Business in LI Nearly 70% of new forward mortgage endorsements in 1st quarter of 2007 versus 42% a year ago. 400+ FHA-Approved Lenders participating HECM LI in pilot Significant cost savings for lenders and for us. Lender Eligibility Approval Criteria: FHA approved lender Unconditional Direct Endorsement approval for 2 years or more Default and claim rate at or below 150 percent of National default and claim rate or State default and claim rate (single state lenders only) LI Approval Process Lenders are approved for LI at the corporate level LI approval requested via HUD’s FHA Connection (FHAC) system Neighborhood Watch is the system used to determine acceptable default/claim rate Lender continued eligibility is automatically checked annually Pre-Insurance Review Required for every LI loan Review staff must be other than those that originated or underwrote the mortgage Review requirements are outlined in Mortgagee Letter 2005-36 Case Binder Submission First 5 binders requested after LI approval Submit within ten business days of the request date eCB approved lenders are required to submit only electronic case binders Yellow binders are required for paper case binder submissions Case Binder Submission LI lenders submit binders only when the case has: Severe case warning borrower failed SSN validation CAIVRS hit or LI deficiency exits (text case warning message) Selected for Post Endorsement Technical Review (PETR) Appraisal Review QAD or OIG Review Compliance Processing Other Reviews/Audits Self Insuring Lenders submit sufficient loan level data to HUD Staff must be other than those that originated or underwrote the mortgage Can not be outsourced Lenders insure via FHAC or B2G Use Insurance Decision field on Insurance Application screen in FHAC eMIC generated Managing LI OIG Case-Binder Concerns Proposed Rule being developed regarding reasons for requesting indemnification, i.e., failure to submit satisfactory binder May adopt procedure for reviewing early claims (<6mos) like VA Future: All binders electronic postinsurance? Maintaining Case Binders The LI originator/sponsor must maintain the case binder for two years from the date of insurance The servicing lender must maintain the case binder for the life of the loan plus 3 years. If a claim is paid the file must be retained by servicing lender for 3 years after the last claim adjustment

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