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A borrower requests that all loan communications be sent only to their workplace address because they are in the process of divorce and don't want their spouse to see mortgage-related documents. How should the MLO handle this request?

Correct Answer

D) Verify the borrower's identity and document their communication preference, then comply with the request

Under privacy and communication preference guidelines, borrowers have the right to designate where they receive loan-related communications. The MLO should verify the borrower's identity, document their preference in the loan file, and comply with the request. There is no requirement to send documents to multiple addresses or obtain spousal consent for communication preferences, as long as proper delivery requirements are met.

Answer Options
A
Honor the request and send all documents to the workplace address only
B
Require written authorization from both spouses before changing communication preferences
C
Send documents to both addresses to ensure compliance with disclosure requirements
D
Verify the borrower's identity and document their communication preference, then comply with the request

Why This Is the Correct Answer

Under privacy and communication preference guidelines, borrowers have the right to designate where they receive loan-related communications. The MLO should verify the borrower's identity, document their preference in the loan file, and comply with the request. There is no requirement to send documents to multiple addresses or obtain spousal consent for communication preferences, as long as proper delivery requirements are met.

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