For many of Wachovia's struggling mortgage borrowers, getting a
loan modification with Uncle Sam's help is still out of reach.
Richard Bell, a Pick-A-Pay mortgage borrower at Wells Fargo
& Co. (WFC) unit Wachovia, says he needs a government-assisted
mortgage modification before his payments balloon early next
year.
"This loan is blowing up on me and I'm trying to keep my house,"
Bell told a Wachovia representative this week, in conversations
reviewed by Dow Jones Newswires.
But Wachovia, now owned by San Francisco-based Wells Fargo, has
been telling the San Diego publishing executive every week since
June that he will have to wait.
"We're not currently taking applications for the government's
program" - the Home Affordable Modification Program, or HAMP - the
representative told Bell. She said Wachovia's computer systems
aren't yet set up to handle applications under the program for
Pick-A-Pay, or option adjustable-rate, mortgage borrowers.
Like other at-risk borrowers at Wachovia, Bell is trapped in
limbo between the U.S. government's hasty efforts to help troubled
homeowners, and a loan servicer working to manage billions of
dollars in risky loans.
The U.S. Treasury launched HAMP in February as part of a grand
government experiment aimed at limiting the nation's soaring number
of foreclosed homes - and the drag on values of near-by homes that
foreclosures create.
There are likely to be 2.4 million foreclosures in the U.S. this
year, according to the Center for Responsible Lending. There also
were and estimated 2.4 million foreclosures last year.
Under its HAMP initiative, the Treasury pays loan servicers and
borrowers who agree to loan modifications. The government has
pressed servicers - including some affiliated with banks that have
received large sums of government support - to use the program.
Some have started trial modifications for thousands of borrowers
under HAMP. Morgan Stanley's (MS) mortgage-loan servicing firm,
Saxon Mortgage Services Inc., has modified loans for 29,000
delinquent borrowers through August, or 39% of its estimated pool
of eligible home owners, according to a Treasury report. Wells
Fargo, which accepted $25 billion in public support from the U.S.
Treasury, has modified 33,000 loans, or 11% of its estimated pool
of eligible borrowers.
Wachovia, which Wells Fargo purchased last year, has during the
same period modified about 1,800 loans, equal to about 2% of its
eligible delinquent borrowers.
Michael Heid, co-president of Wells Fargo Home Mortgage, which
includes Wachovia's loan-servicing unit, said he couldn't speak to
a specific customer's situation. He said Wachovia was forced to
"re-code" its computer systems because of "some of the tweaks to
the program" the government made earlier this year. He said
Wachovia will begin accepting applications from HAMP borrowers in
the next couple of weeks.
Wells Fargo, which has nearly 6,700 branches in 39 states
coast-to-coast, also points out that it's modified loans or lowered
monthly payments for "nearly one million" borrowers during the
first half of 2009 by using other programs in addition to HAMP.
Wells Fargo also said an upcoming report from the Treasury will
show Wells Fargo's own servicer has nearly doubled its rate of
trial modifications under HAMP.
A spokesperson for the Treasury said: "Servicer performance has
been uneven, so we are focused on continued transparency and
servicer accountability to maximize the effectiveness of HAMP.
While we believe that servicers can improve the rate of
modifications made...we are on track to meet program goals."
The spokesperson also said the Treasury has put in place a
"Second Look" initiative for HAMP "to review HAMP applications
denied to ensure proper guidelines were followed and eligible
borrowers are not turned away."
Last year, Wells Fargo became the nation's fourth-largest bank
by assets overnight when it purchased Wachovia. The one-time
Charlotte-based titan of consumer banking had crumbled under
soaring losses as its mortgage borrowers fell further and further
behind in making payments.
Wells Fargo's inability thus far to offer government assistance
to thousands of Wachovia borrowers illustrates a hurdle in the
bank's efforts to swallow Wachovia and its billions in risky home
loans.
Central to Wachovia's demise, and now Wells Fargo's future, are
what Wachovia called Pick-A-Pay mortgage loans. Wachovia at one
point held more than $120 billion of these risky negative
amortization loans, which offer borrowers the option of paying less
than the loan's interest every month, which increases the loan's
balance.
A bulk of Pick-A-Pay loans are tied to properties in California
and Florida and other regions devastated by sliding home values.
Pick-A-Pay borrowers like Bell have increased their mortgage
balances each month even as the value of their homes fell.
Both Heid and an official at another large bank said that it's
difficult to modify Pick-A-Pay loans under the government's
guidelines. The loan pool's rising balances, combined with
borrowers accustomed to making minimal payments, make it
challenging for borrowers to transition into higher conventional
payments of principal and interest.
Instead of offering HAMP assistance to Pick-A-Pay borrowers,
Heid said Wells Fargo has instead favored an in-house modification
program tailored to Pick-A-Pays.
A Wachovia representative told Bell that Wachovia began rolling
out the in-house program in September. Heid says Wells Fargo's been
using the program since January. Bell said he would call back soon
to learn how Wells Fargo's program for Pick-A-Pay borrowers differs
from HAMP, since the Wachovia employee didn't know.
Unlike HAMP, which seeks to lower a loan's interest rate to
bring down borrowers' principal-and-interest payments, Heid said
Wells Fargo's program for Pick-A-Pay borrowers generally uses
interest-only loans. Under that program, Heid said, a borrower is
typically approved to make interest-only payments for "as long as
five to 10 years" before beginning to pay down the loan's
balance.
He said Wells Fargo has reduced loan balances for some
borrowers, but wouldn't say how much mortgage debt the bank has
forgiven in total.
Handling homeowners like Bell is only one task Wells Fargo must
tackle as it swallows Wachovia's customers and operations. Wells
Fargo said recently that the merger is on track. Heid, the head of
mortgage servicing, said Bell's experience is not due to
complications of executing the acquisition.
A staffer at a Wachovia call center in Tennessee told Bell that
she and her colleagues were trained to implement the government's
program, but are awaiting the necessary tools.
"We're waiting for it," she said, "just like you guys."
-By Marshall Eckblad, Dow Jones Newswires; 212-416-2156;
marshall.eckblad@dowjones.com