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@ekgmail.com
www.wambrokers.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Patrick Essie Exclusive Duties N/A Authorized On 1/1/2005 Withdrawn On N/A
Peggy Partenfelder-Moede Exclusive Duties N/A Authorized On 1/1/2005 Withdrawn On N/A
Erin Longmire Exclusive Duties N/A Authorized On 1/1/2005 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 85
Assembly Bill 85
relating to: prohibiting the Wisconsin Housing and Economic Development Authority from making, buying, or assuming a home mortgage loan for an individual who does not have a social security number.

Bill Text and History

None
Notification Date
4/15/2005
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 86
Assembly Bill 86
relating to: prohibiting certain real estate closing fees.

Bill Text and History

For
Notification Date
2/4/2005
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 160
Assembly Bill 160
relating to: examination required for registration as a loan originator.

Bill Text and History

For
Notification Date
3/31/2005
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 456
Assembly Bill 456
relating to: prepayment penalties on variable rate residential mortgage loans.

Bill Text and History

2005 Wisconsin Act 128

For
Notification Date
6/21/2005
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 912
Assembly Bill 912
relating to: allowing individuals to restrict release of credit reports and granting rule-making authority.

Bill Text and History

2005 Wisconsin Act 140

Other
Notification Date
1/18/2006
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.
For
Notification Date
1/18/2006
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 986
Assembly Bill 986
relating to: offenses against financial institutions, community currency exchanges, and providing penalties.

Bill Text and History

2005 Wisconsin Act 212

For
Notification Date
2/14/2006
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.
Senate Bill 23
Senate Bill 23
relating to: regulating the manufactured housing industry and manufactured home installations; promoting rehabilitation and recycling of manufactured housing; requiring the exercise of rule-making authority; providing a penalty; and making appropriations.

Bill Text and History

Other
Notification Date
2/4/2005
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.
Comments
monitoring the bill
Senate Bill 230
Senate Bill 230
relating to: prepayment penalties on variable rate residential mortgage loans.

Bill Text and History

For
Notification Date
6/21/2005
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.
Senate Bill 571
Senate Bill 571
relating to: offenses against financial institutions, community currency exchanges, and providing penalties.

Bill Text and History

For
Notification Date
2/14/2006
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.

Budget Bill Subjects

Financial Institutions
Biennial budget bill treatment of matter relating to
Financial Institutions

Notification Date
3/31/2005
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.

Comments
Mortgage loan originator testing and continuing education program

Administrative Rulemaking Proceedings

loan solicitors, competency examinations, continuing education, consumer mortgage brokerage agreements and consumer disclosure statements.
Agency Name
Financial Institutions
Subject
loan solicitors, competency examinations, continuing education, consumer mortgage brokerage agreements and consumer disclosure statements.
Scope Statement
Register Number: 582 (6/15/2004)
Clearinghouse Rule: CR 05-012
For
Notification Date
3/31/2005
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.

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
1/1/2005
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

consumer disclosure forms and broker agreements
Development, drafting or introduction of a proposal relating to
consumer disclosure forms and broker agreements

Action Intended To Affect
Legislative Matter

Notification Date
1/26/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Loan Originator Education
Development, drafting or introduction of a proposal relating to
Loan Originator Education

Action Intended To Affect
Legislative Matter

Notification Date
1/26/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Prohibiting certain real estate closing fees
Development, drafting or introduction of a proposal relating to
Prohibiting certain real estate closing fees

Action Intended To Affect
Legislative Matter

Notification Date
1/26/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

standards for the education of loan originators
Development, drafting or introduction of a proposal relating to
standards for the education of loan originators

Action Intended To Affect
Legislative Matter

Notification Date
1/26/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

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

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2005
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.

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

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2005
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

  2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
Total Lobbying Expenditures 2005
January - June
$24,999.00
2005
July - December
$14,400.00
2006
January - June
$20,500.00
2006
July - December
$10,745.00
Total $70,644.00
Total Hours Communicating 2005
January - June
54.25
2005
July - December
21.50
2006
January - June
23.50
2006
July - December
11.25
Total 110.50
Total Hours Other 2005
January - June
69.00
2005
July - December
51.00
2006
January - June
127.50
2006
July - December
65.50
Total 313.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: regulating the manufactured housing industry and manufactured home installations; promoting rehabilitation and recycling of manufactured housing; requiring the exercise of rule-making authority; providing a penalty; and making appropriations.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
3%
2005
July - December
2006
January - June
2006
July - December
Total < 1%
relating to: prepayment penalties on variable rate residential mortgage loans.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
3%
2005
July - December
25%
2006
January - June
5%
2006
July - December
Total 7%
relating to: prohibiting the Wisconsin Housing and Economic Development Authority from making, buying, or assuming a home mortgage loan for an individual who does not have a social security number.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
4%
2005
July - December
5%
2006
January - June
2006
July - December
Total 2%
relating to: prohibiting certain real estate closing fees.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
4%
2005
July - December
2006
January - June
2006
July - December
Total 1%
relating to: examination required for registration as a loan originator.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
10%
2005
July - December
40%
2006
January - June
5%
2006
July - December
Total 12%
relating to: prepayment penalties on variable rate residential mortgage loans.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
10%
2005
July - December
25%
2006
January - June
5%
2006
July - December
Total 9%
relating to: offenses against financial institutions, community currency exchanges, and providing penalties.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
20%
2006
July - December
Total 7%
relating to: offenses against financial institutions, community currency exchanges, and providing penalties.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
20%
2006
July - December
Total 7%
relating to: allowing individuals to restrict release of credit reports and granting rule-making authority.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
30%
2006
July - December
Total 11%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
1%
2005
July - December
5%
2006
January - June
5%
2006
July - December
Total 3%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
40%
2005
July - December
2006
January - June
10%
2006
July - December
Total 15%

Topics Not Yet Assigned A Bill Or Rule Number

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
3%
2005
July - December
2006
January - June
2006
July - December
Total < 1%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
3%
2005
July - December
2006
January - June
2006
July - December
10%
Total 3%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
3%
2005
July - December
2006
January - June
2006
July - December
25%
Total 5%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
3%
2005
July - December
2006
January - June
2006
July - December
15%
Total 4%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
3%
2005
July - December
2006
January - June
2006
July - December
25%
Total 5%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
10%
2005
July - December
2006
January - June
2006
July - December
25%
Total 7%

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures