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Ethics & Fraudmedium17% of exam

A borrower's adult child calls asking about their parent's mortgage application because the parent is in the hospital. What should the MLO do?

Correct Answer

C) Explain that information can only be shared with authorized parties and request proper documentation

Family relationships do not automatically authorize access to confidential borrower information. The MLO must follow proper procedures and may only share information with parties specifically authorized by the borrower, such as through a power of attorney or written authorization.

Answer Options
A
Provide the information since it's a family emergency
B
Ask for the parent's Social Security number to verify the relationship
C
Explain that information can only be shared with authorized parties and request proper documentation
D
Transfer the call to the underwriter

Why This Is the Correct Answer

Family relationships do not automatically authorize access to confidential borrower information. The MLO must follow proper procedures and may only share information with parties specifically authorized by the borrower, such as through a power of attorney or written authorization.

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