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Mortgage Knowledgehard23% of exam

A borrower with an interest-only mortgage wants to refinance before the interest-only period ends. Which factor would be MOST important for qualification under current lending standards?

Correct Answer

A) The borrower's ability to qualify for the fully amortizing payment

Under current ATR and QM standards, lenders must verify the borrower's ability to repay the loan based on the fully amortizing payment, not just the interest-only payment. This means the borrower must qualify based on the higher payment that includes principal and interest, ensuring they can handle the payment shock when the interest-only period ends.

Answer Options
A
The borrower's ability to qualify for the fully amortizing payment
B
The current loan-to-value ratio only
C
The borrower's employment history only
D
The original loan amount

Why This Is the Correct Answer

Under current ATR and QM standards, lenders must verify the borrower's ability to repay the loan based on the fully amortizing payment, not just the interest-only payment. This means the borrower must qualify based on the higher payment that includes principal and interest, ensuring they can handle the payment shock when the interest-only period ends.

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