Texas Real Estate Sales Agent ExamFinancingEasy

A borrower is seeking a loan to purchase a single-family home. The lender is offering a loan where the interest rate can fluctuate over the life of the loan based on an economic index. What type of loan is this?

  1. AAdjustable-Rate Mortgage (ARM)
  2. BReverse mortgage
  3. CFixed-rate mortgage
  4. DGraduated Payment Mortgage (GPM)
Show answer & explanation

Correct answer: A. Adjustable-Rate Mortgage (ARM)

An Adjustable-Rate Mortgage (ARM) is characterized by an interest rate that can change periodically over the loan term, tied to a specific economic index.

Why the other options are wrong

  • B. A reverse mortgage allows homeowners to convert home equity into cash and has different characteristics.
  • C. A fixed-rate mortgage maintains the same interest rate throughout the loan's life.
  • D. A Graduated Payment Mortgage (GPM) has payments that increase over time, but the interest rate itself isn't necessarily fluctuating based on an index.

Adjustable-Rate Mortgage (ARM)

A mortgage loan where the interest rate is not fixed for the entire term but can fluctuate based on an underlying economic index.

  • Rate changes periodically (e.g., annually) after an initial fixed period.
  • Tied to an index (e.g., LIBOR, SOFR, Treasury rates).
  • Includes caps on how much the rate can change.

Memory trick: Rates can be fixed like a rock or adjustable like a thermostat.

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