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A borrower has a rate lock that includes a float-down provision. Rates decrease by 0.75% during the lock period. The float-down provision allows the borrower to capture rate decreases greater than 0.25% for a fee of $500. What should the MLO advise?

Correct Answer

B) The borrower should exercise the float-down option to capture the lower rate

Since rates dropped 0.75% (exceeding the 0.25% threshold), the borrower can exercise the float-down option. The MLO should help the borrower calculate whether the $500 fee is worthwhile compared to the monthly payment savings from the 0.75% rate reduction.

Answer Options
A
The borrower cannot use the float-down because the decrease is too large
B
The borrower should exercise the float-down option to capture the lower rate
C
The borrower should wait to see if rates drop further
D
The float-down option is automatically triggered at no cost

Why This Is the Correct Answer

Since rates dropped 0.75% (exceeding the 0.25% threshold), the borrower can exercise the float-down option. The MLO should help the borrower calculate whether the $500 fee is worthwhile compared to the monthly payment savings from the 0.75% rate reduction.

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