George E. Sloan v. Wells Fargo Bank, N.A.

Filing 5

ORDER referring case to ADR Unit for Early Initial Screening Telephone Conference. Signed by Judge Donna M. Ryu on 3/22/2016. (dmrlc3, COURT STAFF) (Filed on 3/22/2016)

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UNITED STATES DISTRICT COURT

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NORTHERN DISTRICT OF CALIFORNIA

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GEORGE SLOAN,

Case No. 16-cv-01333-DMR

Plaintiff,
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v.
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WELLS FARGO BANK, N.A.,
Defendant.

United States District Court
Northern District of California

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ORDER REFERRING CASE TO ADR
UNIT FOR ASSESSMENT TELEPHONE
CONFERENCE
Re: Dkt. No. 1

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Pursuant to Civil Local Rule 16-8 and ADR Local Rule 2-3, the court refers this

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foreclosure-related action to the Alternative Dispute Resolution (ADR) Unit for a telephone

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conference to assess this case's suitability for mediation or a settlement conference. Plaintiff and

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Defendant’s counsel shall participate in a telephone conference, to be scheduled by the ADR Unit

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at their earliest convenience.

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Plaintiff and Defendant’s counsel shall be prepared to discuss the following subjects:

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(1) Identification and description of claims and alleged defects in loan documents.

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(2) Prospects for loan modification.

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(3) Prospects for settlement.

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The parties need not submit written materials to the ADR Unit for the telephone
conference.
In preparation for the telephone conference, Plaintiff shall do the following:
(1) Review relevant loan documents and investigate the claims to determine whether
they have merit.
(2) If Plaintiff is seeking a loan modification to resolve all or some of the claims,
Plaintiff shall prepare a current, accurate financial statement and gather all of the

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information and documents customarily needed to support a loan modification

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request. Further, Plaintiff shall immediately notify Defendant’s counsel of the

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request for a loan modification.

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(3) Provide counsel for Defendant with information necessary to evaluate the prospects

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for loan modification, in the form of a financial statement, worksheet or application

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customarily used by financial institutions.
In preparation for the telephone conference, counsel for defendant shall do the following:
(1) If Defendant is unable or unwilling to do a loan modification after receiving notice
of Plaintiff's request, counsel for Defendant shall promptly notify Plaintiff to that
effect.
(2) Arrange for a representative of Defendant with full settlement authority to

United States District Court
Northern District of California

participate in the telephone conference.
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The ADR Unit will notify the parties of the date and time that the telephone conference
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will be held. After the telephone conference, the ADR Unit will advise the court of its
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recommendation for further ADR proceedings.
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IT IS SO ORDERED.
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Dated: March 22, 2016
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______________________________________
Donna M. Ryu
United States Magistrate Judge

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