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A borrower refinances their home with a new loan of $200,000. The existing mortgage balance being paid off is $175,000, and the borrower receives $20,000 in cash. Total points and fees are $1,200. What is the HOEPA points and fees percentage?

Correct Answer

C) 6% ($1,200 ÷ $20,000)

For refinance transactions where cash is advanced to the borrower, HOEPA requires calculating points and fees as a percentage of the cash advanced ($20,000), not the total loan amount. This results in 6% ($1,200 ÷ $20,000), which exceeds the 5% trigger.

Answer Options
A
0.6% ($1,200 ÷ $200,000)
B
0.69% ($1,200 ÷ $175,000)
C
6% ($1,200 ÷ $20,000)
D
2.67% ($1,200 ÷ $45,000)

Why This Is the Correct Answer

For refinance transactions where cash is advanced to the borrower, HOEPA requires calculating points and fees as a percentage of the cash advanced ($20,000), not the total loan amount. This results in 6% ($1,200 ÷ $20,000), which exceeds the 5% trigger.

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