Wisconsin Association of Mortgage Brokers

Registered Principal Details

Business Or Interest:
Second and first mortgage for residential and commercial investors.

Lobbying Interests:
Anything which relates to the residential/home lending industry.

CEO Name:
Patrick Essie

Contact
PE
Patrick Essie
16 N Carroll St Ste 900
Madison, WI 53703
(608) 259-9262
(608) 251-8192
pessie@patrickessie.com
www.wambrokers.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Patrick Essie Exclusive Duties N/A Authorized On 1/1/2003 Withdrawn On N/A
Peggy Partenfelder-Moede Exclusive Duties N/A Authorized On 1/1/2003 Withdrawn On N/A
Erin Longmire Exclusive Duties N/A Authorized On 4/7/2003 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 610
Assembly Bill 610
relating to: qualifications of certain agents of mortgage bankers and mortgage brokers, consumer mortgage brokerage agreements, granting rule-making authority, and providing a penalty.

Bill Text and History

For
Notification Date
10/24/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 792
Assembly Bill 792
relating to: regulating certain consumer mortgage lenders, granting rule-making authority, and providing a penalty.

Bill Text and History

2003 Wisconsin Act 257

Senate Bill 509
Senate Bill 509
relating to: regulating certain consumer mortgage lenders, granting rule-making authority, and providing a penalty.

Bill Text and History

Against
Notification Date
3/2/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Other
Notification Date
3/2/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Administrative Rulemaking Proceedings

mortgage bankers, mortgage brokers, loan originators and loan solicitors.
Agency Name
Financial Institutions
Subject
mortgage bankers, mortgage brokers, loan originators and loan solicitors.
Scope Statement
Register Number: 583 (7/15/2004)
Other
Notification Date
8/18/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

responsible high cost mortgage lending
Agency Name
Financial Institutions
Subject
responsible high cost mortgage lending
Scope Statement
Register Number: 582 (7/1/2004)
Clearinghouse Rule: CR 04-089
Other
Notification Date
8/18/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Topics Not Yet Assigned A Bill Or Rule Number

Predatory lending
Development, drafting or introduction of a proposal relating to
Predatory lending

Action Intended To Affect
Legislative Matter

Notification Date
1/31/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Loan originator education
Development, drafting or introduction of a proposal relating to
Loan originator education

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2003
July - December
2004
January - June
2004
July - December
Total
Total Lobbying Expenditures 2003
July - December
$24,000.00
2004
January - June
$25,000.00
2004
July - December
$14,500.00
Total $63,500.00
Total Hours Communicating 2003
July - December
66.00
2004
January - June
87.00
2004
July - December
26.25
Total 179.25
Total Hours Other 2003
July - December
94.25
2004
January - June
128.00
2004
July - December
52.00
Total 274.25

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: qualifications of certain agents of mortgage bankers and mortgage brokers, consumer mortgage brokerage agreements, granting rule-making authority, and providing a penalty.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
45%
2004
January - June
85%
2004
July - December
Total 56%
relating to: regulating certain consumer mortgage lenders, granting rule-making authority, and providing a penalty.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
5%
2004
July - December
Total 2%
relating to: regulating certain consumer mortgage lenders, granting rule-making authority, and providing a penalty.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
5%
2004
July - December
Total 2%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
5%
Total < 1%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
80%
Total 14%

Topics Not Yet Assigned A Bill Or Rule Number

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
5%
2004
January - June
2004
July - December
10%
Total 3%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
5%
2004
January - June
2004
July - December
5%
Total 3%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
5%
2004
July - December
Total 2%

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures