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During a refinance closing, the borrower notices that the settlement agent has not collected funds for the previous month's property taxes that were paid by the current servicer. The borrower asks if this will affect the payoff amount. How should this be handled?

Correct Answer

C) The payoff statement should already include any servicer advances for taxes

The payoff statement from the current servicer should include all advances made by the servicer, including property taxes, insurance, and other escrow items. The settlement agent should not collect additional funds for items already included in the payoff.

Answer Options
A
The settlement agent must collect the tax amount and add it to the payoff
B
The new lender will handle the tax adjustment in the first payment
C
The payoff statement should already include any servicer advances for taxes
D
The borrower must pay the taxes separately after closing

Why This Is the Correct Answer

The payoff statement from the current servicer should include all advances made by the servicer, including property taxes, insurance, and other escrow items. The settlement agent should not collect additional funds for items already included in the payoff.

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