Chapter 4 of 159% of exam

Financing

This topic covers loan instruments and clauses, loan-to-value, and the federal laws that govern mortgage lending.

Instruments and Clauses

A borrower signs a promissory note and a security instrument pledging the property. Key clauses include acceleration (full balance due on default), alienation or due-on-sale (repayment required on transfer), and defeasance (lien released when paid). On default, the lender may foreclose to recover the debt. Loans may be conventional or government-backed (FHA, VA).

Ratios and Federal Laws

Loan-to-value (LTV) compares the loan to the property's value; a high LTV (small down payment) often requires private mortgage insurance. Payments commonly bundle PITI. Federal laws include the Truth in Lending Act (APR disclosure), RESPA (settlement disclosures and anti-kickback rules), and the Equal Credit Opportunity Act (prohibiting lending discrimination).

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