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Originationmedium25% of exam

A borrower's credit profile qualifies them for loans in all three categories: conventional, government, and non-QM. The MLO only presents conventional loans because they believe government and non-QM loans are 'inferior products.' This practice:

Correct Answer

B) Violates anti-steering rules regardless of the MLO's subjective opinion

Anti-steering provisions under Regulation Z prohibit MLOs from steering borrowers away from loan categories based on subjective opinions about product quality or any factor other than the borrower's legitimate interests. MLOs must present options from each category for which the borrower qualifies.

Answer Options
A
Is acceptable if the MLO documents their reasoning in the loan file
B
Violates anti-steering rules regardless of the MLO's subjective opinion
C
Is permitted if the conventional loans have lower APRs
D
Complies with regulations if the borrower doesn't specifically request other loan types

Why This Is the Correct Answer

Anti-steering provisions under Regulation Z prohibit MLOs from steering borrowers away from loan categories based on subjective opinions about product quality or any factor other than the borrower's legitimate interests. MLOs must present options from each category for which the borrower qualifies.

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