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A lender discovers that the property taxes used in the initial Loan Estimate were understated by $150 per month. This discovery is made 15 days after the Loan Estimate was provided. What action is required?

Correct Answer

D) Provide a changed circumstances notice and revised Loan Estimate

Under TRID (12 CFR 1026.19(e)(3)(iv)), when a lender discovers information that affects the accuracy of the Loan Estimate (such as incorrect property tax amounts), this constitutes a changed circumstance. The lender must provide a changed circumstances notice and may issue a revised Loan Estimate, even though property taxes are not subject to tolerance limitations.

Answer Options
A
Issue a revised Loan Estimate immediately
B
Wait until Closing Disclosure preparation to address the change
C
No action required since it's under the tolerance threshold
D
Provide a changed circumstances notice and revised Loan Estimate

Why This Is the Correct Answer

Under TRID (12 CFR 1026.19(e)(3)(iv)), when a lender discovers information that affects the accuracy of the Loan Estimate (such as incorrect property tax amounts), this constitutes a changed circumstance. The lender must provide a changed circumstances notice and may issue a revised Loan Estimate, even though property taxes are not subject to tolerance limitations.

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