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A borrower's current mortgage has a 6.5% interest rate and 25 years remaining. A lender offers to refinance to a 6.0% rate with 30 years. Which factor would BEST demonstrate tangible net benefit?

Correct Answer

B) The borrower will save money over the life of the loan despite the longer term

Under 12 CFR 1026.43(e)(3), tangible net benefit must consider the totality of the loan terms. While a lower rate and payment are factors, the overall benefit to the borrower over the loan's life is the most comprehensive measure of tangible net benefit.

Answer Options
A
The new loan has a lower interest rate
B
The borrower will save money over the life of the loan despite the longer term
C
The monthly payment will be reduced
D
The borrower requested the longer amortization period

Why This Is the Correct Answer

Under 12 CFR 1026.43(e)(3), tangible net benefit must consider the totality of the loan terms. While a lower rate and payment are factors, the overall benefit to the borrower over the loan's life is the most comprehensive measure of tangible net benefit.

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