Florida Real Estate Sales Associate Examination Content OutlineReal Estate FinanceEasy

A buyer is considering a mortgage where the interest rate can fluctuate based on a specified economic index. Which type of mortgage is this buyer most likely considering?

  1. AAdjustable-rate mortgage (ARM)
  2. BFixed-rate mortgage
  3. CBalloon mortgage
  4. DReverse mortgage
Show answer & explanation

Correct answer: A. Adjustable-rate mortgage (ARM)

An adjustable-rate mortgage (ARM) is characterized by an interest rate that adjusts periodically based on an index, making it suitable for buyers comfortable with fluctuating payments. Fixed-rate mortgages have constant rates, while balloon mortgages have a large final payment, and reverse mortgages convert home equity into cash.

Why the other options are wrong

  • B. Fixed-rate mortgages maintain the same interest rate throughout the loan term, which does not align with the fluctuating rate described.
  • C. A balloon mortgage features a large lump-sum payment at the end of the loan term, not a fluctuating interest rate.
  • D. A reverse mortgage allows homeowners to convert home equity into cash, primarily for seniors, and does not involve fluctuating interest rates in the way described.

Adjustable-Rate Mortgage (ARM)

A type of mortgage in which the interest rate applied on the outstanding balance varies throughout the life of the loan.

  • Interest rate adjusts periodically.
  • Tied to an economic index (e.g., SOFR, LIBOR).
  • Payments can increase or decrease.

Memory trick: ARMs adjust, fixed stays firm, balloons burst, reverse recycles.

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