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Under the Dodd-Frank Act, what is the minimum threshold for requiring a second appraisal on higher-priced mortgage loans?

Correct Answer

C) $625,000

The Dodd-Frank Act requires a second appraisal for higher-priced mortgage loans with a principal amount of $625,000 or more (as of 2024). This additional appraisal must be performed by a different certified appraiser.

Answer Options
A
$300,000
B
$400,000
C
$625,000
D
$1,000,000

Why This Is the Correct Answer

The $625,000 threshold is specifically mandated by the Dodd-Frank Act's implementing regulations under the Truth in Lending Act (TILA). This amount is periodically adjusted for inflation and represents the current threshold as of 2024. The regulation requires that when a higher-priced mortgage loan has a principal amount of $625,000 or more, the creditor must obtain a second appraisal from a different certified appraiser. This dual appraisal requirement provides additional consumer protection against potential appraisal manipulation or errors on high-value transactions.

Why the Other Options Are Wrong

Option A: $300,000

$300,000 is too low and would capture too many routine mortgage transactions, creating unnecessary regulatory burden without targeting the higher-risk loans the Act intended to address.

Option B: $400,000

$400,000 is below the actual threshold and would similarly capture more transactions than intended by the regulatory framework designed to focus on higher-value, higher-risk loans.

Option D: $1,000,000

$1,000,000 is too high and would exclude many substantial loans that still pose significant risk, undermining the consumer protection goals of the Dodd-Frank Act.

Six-Two-Five Rule

Remember '6-2-5' as 'Six hundred Twenty-five thousand' - think of it as 'SIX figures, TWO appraisals, FIVE hundred thousand plus'

How to use: When you see questions about Dodd-Frank second appraisal requirements, immediately think '6-2-5' and recall that this means $625,000 threshold for requiring two appraisals

Exam Tip

Watch for questions that might confuse this threshold with other regulatory thresholds like conforming loan limits or FIRREA appraisal requirements - focus specifically on the Dodd-Frank second appraisal rule

Common Mistakes to Avoid

  • -Confusing this threshold with conforming loan limits
  • -Mixing up Dodd-Frank requirements with other appraisal regulations
  • -Forgetting that the threshold applies specifically to higher-priced mortgage loans, not all loans

Concept Deep Dive

Analysis

The Dodd-Frank Wall Street Reform and Consumer Protection Act established consumer protection measures in mortgage lending, including requirements for additional appraisals on higher-priced mortgage loans. This provision aims to protect consumers from inflated property valuations that could lead to overleveraging and foreclosure. The $625,000 threshold represents a balance between consumer protection and regulatory burden, targeting loans that pose greater financial risk. This requirement ensures independent verification of property values on substantial loan amounts where appraisal fraud or errors could have significant financial consequences.

Background Knowledge

The Dodd-Frank Act was enacted in 2010 following the 2008 financial crisis to reform financial regulation and protect consumers. The second appraisal requirement specifically targets higher-priced mortgage loans (HPMLs) where the annual percentage rate exceeds certain thresholds above comparable Treasury securities rates.

Real-World Application

In practice, when a lender originates a higher-priced mortgage loan of $625,000 or more, they must order two separate appraisals from different certified appraisers, with the borrower receiving copies of both appraisals at least three business days before closing

Dodd-Franksecond appraisalhigher-priced mortgage loan$625,000HPML

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