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An MLO is refinancing a borrower who has a second mortgage. The new first mortgage will have a higher balance to pay off both existing loans. Which analysis is required for tangible net benefit?

Correct Answer

B) Compare the combined payments and terms of both existing loans to the new single loan

When a refinance consolidates multiple mortgages, the tangible net benefit analysis must compare the combined cost and terms of all existing mortgages being paid off to the new single mortgage.

Answer Options
A
Compare only the first mortgage terms
B
Compare the combined payments and terms of both existing loans to the new single loan
C
Only consider the interest rate on the first mortgage
D
The second mortgage is irrelevant to the tangible net benefit analysis

Why This Is the Correct Answer

When a refinance consolidates multiple mortgages, the tangible net benefit analysis must compare the combined cost and terms of all existing mortgages being paid off to the new single mortgage.

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