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A lender discloses a $200 tax service fee on the Loan Estimate but later discovers the borrower's property requires a more complex tax monitoring service costing $275. The borrower has already expressed intent to proceed. Which approach is correct?

Correct Answer

B) Issue a revised LE for the changed circumstance and charge the full $275

The discovery that a more complex and expensive service is needed constitutes a changed circumstance. The lender may issue a revised Loan Estimate reflecting the actual cost of the required service, even after the borrower's intent to proceed.

Answer Options
A
Absorb the $75 increase since it's under the 10% tolerance threshold
B
Issue a revised LE for the changed circumstance and charge the full $275
C
Charge only the original $200 and absorb the difference
D
Add the $75 to other fees to stay within tolerance requirements

Why This Is the Correct Answer

The discovery that a more complex and expensive service is needed constitutes a changed circumstance. The lender may issue a revised Loan Estimate reflecting the actual cost of the required service, even after the borrower's intent to proceed.

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