New Jersey 2024-2025 Regular Session

New Jersey Senate Bill S2520

Introduced
2/5/24  

Caption

Establishes pre-loan counseling requirements and borrower rights of recission for reverse mortgage loans.

Impact

In addition to mandating pre-loan counseling, S2520 establishes a right of rescission for borrowers, allowing them a seven-day period after accepting a loan commitment to reconsider their decision without penalty. This statutory right means borrowers have more time to assess their choices and potential long-term consequences of entering into a reverse mortgage agreement. The bill aims to prevent misrepresentations by lenders and provide clarity about the borrower’s responsibilities and the effects of a reverse mortgage on their living situation and heirs.

Summary

Senate Bill S2520 seeks to enhance consumer protections for borrowers engaging in reverse mortgage loans in New Jersey. The legislation outlines specific pre-loan counseling requirements that lenders must fulfill before accepting a complete application from potential borrowers. This includes providing a checklist to borrowers advising them on critical aspects to discuss with a reverse mortgage counselor, as well as offering contact information for approved counseling agencies. The intent of the bill is to ensure that borrowers are fully informed about the implications of reverse mortgages, including financial alternatives and the impact on their estate and tax obligations.

Contention

The discussion surrounding Senate Bill S2520 includes considerations about the efficacy of such regulations in genuinely aiding borrowers versus adding bureaucratic hurdles that could complicate the reverse mortgage process. Proponents assert that the bill is necessary to protect vulnerable populations, particularly elderly homeowners, from exploitation and misunderstanding of complex financial products. Critics may argue that increasing regulations could discourage lenders from offering reverse mortgage options altogether, reducing financial accessibility for those who may benefit from this type of loan.

Companion Bills

NJ S1346

Carry Over Establishes pre-loan counseling requirements and borrower right of rescission for reverse mortgage loans.

Similar Bills

NJ S1346

Establishes pre-loan counseling requirements and borrower right of rescission for reverse mortgage loans.

LA HB1468

Provides for regulation of reverse mortgage lending

UT HB0094

Reverse Mortgage Amendments

MN SF4157

Various financial institutions provisions modifications and technical changes

MN HF4041

Financial institution various governing provisions added and modified, and technical changes made.

IL HB5231

SHARED APPRECIATION AGREEMENTS

IL SB3551

SHARED APPRECIATION AGREEMENTS

TX SB1319

Relating to certain loans secured by a lien on residential real property and to other transactions involving residential real property; providing civil penalties.