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Under what circumstances can a Qualified Mortgage include a prepayment penalty?

Correct Answer

B) Only if the penalty period does not exceed 3 years and meets specific conditions

Under the QM rule, prepayment penalties are generally prohibited, but there is a limited exception allowing them for up to 3 years if the loan meets specific criteria including that the penalty amount decreases over time and the lender offers an alternative loan without a penalty.

Answer Options
A
Never, prepayment penalties are prohibited on all QMs
B
Only if the penalty period does not exceed 3 years and meets specific conditions
C
Only on loans above $500,000
D
Only with borrower's written consent regardless of other factors

Why This Is the Correct Answer

Under the QM rule, prepayment penalties are generally prohibited, but there is a limited exception allowing them for up to 3 years if the loan meets specific criteria including that the penalty amount decreases over time and the lender offers an alternative loan without a penalty.

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