Mulhall v. Wells Fargo Bank, N.A.

Filing 8

ORDER REFERRING CASE TO ADR UNIT FOR ASSESSMENT TELEPHONE CONFERENCE. Signed by Judge Donna M. Ryu on 4/18/2016. (dmrlc3, COURT STAFF) (Filed on 4/18/2016)

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1 2 3 4 UNITED STATES DISTRICT COURT 5 NORTHERN DISTRICT OF CALIFORNIA 6 7 ROBERT MULHALL, Plaintiff, 8 9 10 v. WELLS FARGO BANK, N.A., Defendant. 11 United States District Court Northern District of California Case No. 16-cv-01841-DMR ORDER REFERRING CASE TO ADR UNIT FOR ASSESSMENT TELEPHONE CONFERENCE Re: Dkt. No. 1 12 13 Pursuant to Civil Local Rule 16-8 and ADR Local Rule 2-3, the court refers this 14 foreclosure-related action to the Alternative Dispute Resolution (ADR) Unit for a telephone 15 conference to assess this case's suitability for mediation or a settlement conference. Plaintiff and 16 defendants' counsel shall participate in a telephone conference, to be scheduled by the ADR Unit 17 within 90 days or at the ADR Unit’s earliest convenience. 18 Plaintiff and defendant's counsel shall be prepared to discuss the following subjects: 19 1. Identification and description of claims and alleged defects in loan documents. 20 2. Identification and description of claims and alleged defects in the December 15, 21 2009 Trustee’s Deed Upon Sale. 22 3. Prospects for loan modification. 23 4. Prospects for settlement. 24 25 26 27 28 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. 1 2. If plaintiff is seeking a loan modification to resolve all or some of the claims, 2 plaintiff shall prepare a current, accurate financial statement and gather all of the 3 information and documents customarily needed to support a loan modification 4 request. Further, plaintiff shall immediately notify defendants' counsel of the 5 request for a loan modification. 6 3. Provide counsel for defendants with information necessary to evaluate the 7 prospects for loan modification, in the form of a financial statement, worksheet or 8 application customarily used by financial institutions. 9 10 4. In preparation for the telephone conference, counsel for defendant shall do the following. United States District Court Northern District of California 11 5. Defendant Wells Fargo shall review its records related to the December 10, 2009 12 Trustee’s Sale and subsequent March 2010 loan modification for Plaintiff and 13 records of Plaintiff’s loan payments. 14 6. If Defendant is unable or unwilling to do a loan modification after receiving notice 15 of plaintiff's request, counsel for defendants shall promptly notify plaintiff to that 16 effect. 17 18 19 7. Arrange for a representative of Defendant with full settlement authority to participate in the telephone conference. The ADR Unit will notify the parties of the date and time that the telephone conference 20 will be held. After the telephone conference, the ADR Unit will advise the court of its 21 recommendation for further ADR proceedings. 22 23 24 25 IT IS SO ORDERED. Dated: April 18, 2016 ______________________________________ DONNA M. RYU United States Magistrate Judge 26 27 28 2

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