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A mortgage broker wants to share customer application information with multiple lenders to find the best rates. Under GLBA, this practice:

Correct Answer

C) Is permitted as an exception for processing the consumer's transaction

GLBA permits sharing nonpublic personal information with non-affiliated third parties without opt-out requirements when necessary to effect, administer, or enforce a transaction requested by the consumer, such as shopping for mortgage rates.

Answer Options
A
Is always prohibited
B
Requires individual consent for each lender
C
Is permitted as an exception for processing the consumer's transaction
D
Requires annual opt-out notices to all customers

Why This Is the Correct Answer

GLBA permits sharing nonpublic personal information with non-affiliated third parties without opt-out requirements when necessary to effect, administer, or enforce a transaction requested by the consumer, such as shopping for mortgage rates.

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