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Highlights of Proposed Rules Regarding Home-Secured Credit
The proposal would make the following changes to Regulation Z for closed-end mortgages and
for home-equity lines of credit.
For closed-end mortgage loans:


At application, lenders would have to provide consumers with a one-page list of key
questions to ask about the loan being offered. The new Truth in Lending Act (TILA)
disclosures are designed to answer those questions.



The information consumers receive within three days after application would be
streamlined to make it easier for consumers to use. By highlighting risky mortgage
features (such as possible payment increases, or negative amortization ) the disclosures
would be more meaningful.



For adjustable-rate mortgages, lenders would be required to show consumers how their
payments might change, for example, by disclosing the highest monthly amount the
consumer might pay during the life of the loan.



The APR would be revised to make it a better measure of the total cost of the loan, by
including most fees and settlement costs; many of these fees are currently excluded from
the APR.



The disclosures would show consumers in a simple graph how their loan's APR compares
to the average rate offered to borrowers with excellent credit.



In addition to the early cost disclosures provided at application, lenders would be
required to provide final TILA disclosures that consumers must receive at least three days
before the loan closing.



For adjustable-rate mortgages, lenders would have to notify consumers 60 days in
advance of a change in their monthly payment (currently notice may be given 25 days in
advance).



For loans where consumers have payment options that allow their loan balance to
increase, consumers would have to receive monthly statements explaining this feature.

For all mortgage transactions the proposal would:


Prohibit payments to a mortgage broker or the creditor’s loan officer based on the loan's
interest rate or other terms.



Prohibit a mortgage broker or loan officer from "steering" consumers to a lender offering
less favorable terms in order to increase the broker's or loan officer's compensation.

For Home-Equity Lines of Credit (HELOCs):


At application, lenders would provide improved information that would be more
meaningful and easier for consumers to use. The lengthy, generic disclosure currently
provided at application would be replaced with a new, one-page disclosure summarizing
basic information and risks about HELOCs.



Within three days after receiving the consumer’s application, lenders would provide
disclosures specifically tailored to the actual credit terms for which the consumer
qualifies. These disclosures provide information about costs and risky mortgage features
in a tabular format that consumers have found easier to use.



At account opening, lenders would provide final disclosures in the same format, to
facilitate comparison with the earlier disclosures.



Throughout the life of the plan, lenders would provide enhanced periodic statements,
showing the total amount of interest and fees charged for the statement period and the
year to date.



To the extent a lender can change any terms of the plan, lenders would have to notify
consumers 45 days in advance of the change.



Lenders would be prohibited from terminating an account for delinquency until the
payment is more than 30 days late.



Consumer protections that apply when a consumer’s credit line has been suspended or
reduced would be strengthened. Creditors would have to provide additional information
about the reasons for the action and consumers’ right to request reinstatement. The rules
also would require lenders to promptly investigate and respond to consumers’ request to
have their lines reinstated.