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A borrower requests to add their spouse to the loan application 8 days after receiving the initial Loan Estimate. This change affects the debt-to-income ratio and loan pricing. What is required?

Correct Answer

B) Issue a revised Loan Estimate within 3 business days of the borrower's request

Adding a borrower to the application constitutes a changed circumstance under 12 CFR 1026.19(e)(3)(iv)(A) as it affects the borrower's creditworthiness and loan terms. The lender must provide a revised Loan Estimate within 3 business days of receiving the request and sufficient information about the additional borrower.

Answer Options
A
Process as a new application with a new Loan Estimate
B
Issue a revised Loan Estimate within 3 business days of the borrower's request
C
Continue with the original application and disclose changes at closing
D
Provide a revised Loan Estimate only if the spouse's credit score is lower

Why This Is the Correct Answer

Adding a borrower to the application constitutes a changed circumstance under 12 CFR 1026.19(e)(3)(iv)(A) as it affects the borrower's creditworthiness and loan terms. The lender must provide a revised Loan Estimate within 3 business days of receiving the request and sufficient information about the additional borrower.

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