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A borrower is obtaining a $150,000 first-lien mortgage. The total points and fees are $8,500. Is this loan subject to HOEPA protections?

Correct Answer

B) Yes, because the points and fees exceed 5% of the loan amount

Under HOEPA, a mortgage is high-cost if points and fees exceed 5% of the total loan amount for loans of $22,969 or more (2024 threshold). $8,500 ÷ $150,000 = 5.67%, which exceeds the 5% threshold.

Answer Options
A
No, because the points and fees are below 5% of the loan amount
B
Yes, because the points and fees exceed 5% of the loan amount
C
No, because the loan amount exceeds $100,000
D
Yes, because the points and fees exceed $1,000

Why This Is the Correct Answer

Under HOEPA, a mortgage is high-cost if points and fees exceed 5% of the total loan amount for loans of $22,969 or more (2024 threshold). $8,500 ÷ $150,000 = 5.67%, which exceeds the 5% threshold.

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