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An MLO is processing a refinance for a borrower who currently has an interest-only loan. The new loan will be a fully amortizing loan with a higher monthly payment but lower interest rate. Which factor is MOST important for establishing tangible net benefit?

Correct Answer

C) The elimination of the interest-only feature and principal reduction benefit

When refinancing from an interest-only loan to a fully amortizing loan, the tangible net benefit can be established through the elimination of negative amortization risk and the benefit of principal reduction, even if payments increase.

Answer Options
A
The interest rate reduction alone
B
The borrower's ability to qualify for the new payment
C
The elimination of the interest-only feature and principal reduction benefit
D
The loan-to-value ratio improvement

Why This Is the Correct Answer

When refinancing from an interest-only loan to a fully amortizing loan, the tangible net benefit can be established through the elimination of negative amortization risk and the benefit of principal reduction, even if payments increase.

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