New York Real Estate Salesperson ExaminationFinancingEasy

A buyer is securing a mortgage for a new home purchase. The lender requires private mortgage insurance (PMI) for the loan. Which of the following conditions most likely triggered this requirement?

  1. AThe buyer has a high debt-to-income ratio.
  2. BThe property is located in a high-risk flood zone.
  3. CThe interest rate on the mortgage is fixed for 30 years.
  4. DThe loan-to-value (LTV) ratio exceeds 80%.
Show answer & explanation

Correct answer: D. The loan-to-value (LTV) ratio exceeds 80%.

Private mortgage insurance (PMI) is typically required when a borrower makes a down payment of less than 20%, resulting in a loan-to-value (LTV) ratio greater than 80%. This protects the lender in case of borrower default.

Why the other options are wrong

  • A. A high debt-to-income ratio affects loan approval but doesn't directly trigger PMI if the LTV is below 80%.
  • B. Property location in a flood zone requires flood insurance, not private mortgage insurance.
  • C. The type of interest rate (fixed or adjustable) does not directly determine the need for PMI.

Private Mortgage Insurance (PMI)

Insurance policy that protects the lender from losses if a borrower defaults on a mortgage loan, typically required when the down payment is less than 20% of the home's purchase price.

  • Protects the lender, not the borrower.
  • Required for conventional loans with LTV > 80%.
  • Can often be cancelled once sufficient equity is built.

Memory trick: PMI protects the lender when your down payment is less than twenty.

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