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Mississippi Legislature· SB 2711Approved by Governor (Chapter 351)

Individual borrower files and individual servicer files; clarify and revise the required contents of., the official text

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MISSISSIPPI LEGISLATURE

2026 Regular Session

To: Business and Financial Institutions

By: Senator(s) Johnson

Senate Bill 2711

(As Sent to Governor)

AN ACT TO AMEND SECTION 81-18-33, MISSISSIPPI CODE OF 1972,
TO CLARIFY AND REVISE THE REQUIRED CONTENTS OF INDIVIDUAL BORROWER FILES AND
INDIVIDUAL SERVICER FILES; AND FOR RELATED PURPOSES.

BE IT ENACTED BY THE
LEGISLATURE OF THE STATE OF MISSISSIPPI:

SECTION 1.  Section
81-18-33, Mississippi Code of 1972, is amended as follows:

81-18-33.  (1)  The
individual borrower files of a licensee shall contain at least the following:

(a)  A mortgage
origination agreement provided to the borrower containing at least the
following statements:

(i)  "As
required by Mississippi Law, (licensed company name) has secured a bond issued
by (name of insurance company), a surety company authorized to do business in
this state.  A certified copy of this bond is filed with the Mississippi
Commissioner of Banking and Consumer Finance."

(ii)  "As a
borrower you are protected under the Mississippi S.A.F.E. Mortgage Act."

(iii)
"Complaints against a licensee may be made by contacting the:

Mississippi
Department of Banking and

Consumer Finance

P.O. Drawer 12129

Jackson, MS 39236-2129";

(b)  A copy of the
original loan application signed and dated by the licensee;

(c)  A copy of the
signed closing statement * * * as required by HUD if required under federal law or
documentation of denial or cancellation of the loan application;

(d)  A copy of the loan
estimate of costs provided to the borrower if required under federal law;

(e)  A copy of the
appraisal or statement of value if procured as a part of the loan application
process;

(f)  A copy of a loan
lock-in agreement, if any, provided by the licensee;

(g)  A copy of * * * the all disclosures required * * * under Regulation Z of the federal Truth In Lending Act
and other disclosures as required to be provided under applicable
federal law or regulations and evidence that those disclosures have been
properly and timely made to the borrower;

(h)  A copy of * * * the final signed Uniform Residential Loan Application.
However, any mortgage licensee who holds a license under the provisions of the
Small Loan Regulatory Law, Section 75‑67‑101 et seq., and the Small
Loan Privilege Tax Law, Section 75‑67‑201 et seq., may substitute
an application that is otherwise compliant with federal and state law
one (1) of the following:

(i)  A final
signed Uniform Residential Loan Application;

(ii)  An
alternative application that is otherwise compliant with federal and state law
from any mortgage licensee who holds a license under the provisions of the
Small Loan Regulatory Law, Section 75-67-101 et seq., and the Small Loan
Privilege Tax Law, Section 75-67-201 et seq.; or

(iii)  An
alternative application that is compliant with federal and state law for any
loan secured or to be secured at least in part by any dwelling (as that term is
defined in Section 103(v) of the Truth in Lending Act) that was constructed in
whole or in substantial part off-site in a manufacturing facility and
transported to the site of installation for use as a permanent or long-term
residential structure; and

(i)  Additional
information as required per the rules and regulations adopted by the
commissioner according to Section 81-18-29.

(2)  The individual servicer
files of a licensee shall contain at least the following:

(a)  A copy of the
original initial loan application signed and dated by the licensee or
originating lender;

(b)  A copy of the
final loan application signed and dated by the licensee or originating
lender;

(c)  A copy of the
signed closing statement * * * as required by HUD if required by federal law or
documentation of denial or cancellation of the loan application;

(d)  Modification
agreements;

(e)  Collection/default
letters and related documentation;

(f)  Addendums, riders,
assigned note, if applicable;

(g)  Complete pay
history from the time the loan was transferred or boarded;

(h)  Complete
comment/note history from the time the loan was transferred or boarded; and

(i)  Additional
information as required per the rules and regulations of this chapter as deemed
by the commissioner according to Section 81-18-29.

(3)  No provision of this
act and/or rules or regulations of the department shall be interpreted to
require a licensee to provide and/or retain disclosures required by federal law
or regulation unless such federal disclosures are required to be provided by
federal law or regulation.

SECTION 2.  This act
shall take effect and be in force from and after July 1, 2026.
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