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A borrower has a 5/1 ARM that will adjust from 3.5% to 6.5% next month. They want to refinance to a 30-year fixed-rate mortgage at 5.0%. The closing costs are $8,000. How should the MLO evaluate tangible net benefit?

Correct Answer

C) Calculate the total cost over the remaining loan term including future ARM adjustments

For ARM-to-fixed refinances, tangible net benefit should consider the total cost over the remaining loan term, including reasonably foreseeable ARM rate adjustments, not just the current or initial ARM rate.

Answer Options
A
Compare only the initial rates: 3.5% vs. 5.0%
B
Compare the adjusted ARM rate of 6.5% to the fixed rate of 5.0%
C
Calculate the total cost over the remaining loan term including future ARM adjustments
D
Focus solely on the payment stability benefit of the fixed-rate loan

Why This Is the Correct Answer

For ARM-to-fixed refinances, tangible net benefit should consider the total cost over the remaining loan term, including reasonably foreseeable ARM rate adjustments, not just the current or initial ARM rate.

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