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A borrower applies for a $350,000 mortgage with a 43% debt-to-income ratio, a 20% down payment, and no risky features. The loan meets all General QM requirements except the loan amount. What is the status of this loan?

Correct Answer

C) It is a non-QM loan but meets ATR requirements

The General QM loan limit for 2024 is $766,550 for most areas, so $350,000 is well within limits. However, if this exceeds the conforming loan limit for the area ($766,550), it would be a non-QM loan. The loan meets ATR requirements based on the 43% DTI and safe features described.

Answer Options
A
It qualifies as a General QM loan
B
It qualifies as a Jumbo QM loan
C
It is a non-QM loan but meets ATR requirements
D
It violates the ATR rule and cannot be originated

Why This Is the Correct Answer

The General QM loan limit for 2024 is $766,550 for most areas, so $350,000 is well within limits. However, if this exceeds the conforming loan limit for the area ($766,550), it would be a non-QM loan. The loan meets ATR requirements based on the 43% DTI and safe features described.

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