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Mortgage Agent Licensing Practice Exam · Question

A client is offered a 'convertible' mortgage. What does this feature primarily allow the borrower to do?

A convertible mortgage allows the borrower to convert from a variable-rate to a fixed-rate mortgage, usually for a closed term, without incurring a prepayment p

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Question: A client is offered a 'convertible' mortgage. What does this feature primarily allow the borrower to do?

Answer options: ✅ Convert the mortgage from a variable rate to a fixed rate at any time without penalty.

  • Convert the mortgage from a fixed rate to a variable rate at any time without penalty.
  • Convert the mortgage from an open term to a closed term at any time without penalty.
  • Convert the mortgage from a collateral charge to a standard charge at any time.

Correct answer: Convert the mortgage from a variable rate to a fixed rate at any time without penalty.

Explanation: A convertible mortgage allows the borrower to convert from a variable-rate to a fixed-rate mortgage, usually for a closed term, without incurring a prepayment penalty.

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