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Mortgage Agent Licensing Practice Exam · Question

A mortgage agent is explaining the B-20 Stress Test to a client seeking an uninsured mortgage. The current 5-year fixed contract rate is 4.79%. What is the rate the client will be qualified at, and why?

Under OSFI Guideline B-20, the qualifying rate for uninsured mortgages is the greater of the contract rate plus 2% (4.79% + 2% = 6.79%) or 5.25%. Since 6.79% is

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Question: A mortgage agent is explaining the B-20 Stress Test to a client seeking an uninsured mortgage. The current 5-year fixed contract rate is 4.79%. What is the rate the client will be qualified at, and why?

Answer options:

  • 4.79%, as it is the actual contract rate.
  • 5.25%, because it is the minimum floor rate set by OSFI Guideline B-20. ✅ 6.79%, because it is the contract rate plus 2%, as per OSFI Guideline B-20.
  • 5.75%, calculated from the contract rate plus a variable margin.

Correct answer: 6.79%, because it is the contract rate plus 2%, as per OSFI Guideline B-20.

Explanation: Under OSFI Guideline B-20, the qualifying rate for uninsured mortgages is the greater of the contract rate plus 2% (4.79% + 2% = 6.79%) or 5.25%. Since 6.79% is greater than 5.25%, the client will be qualified at 6.79%.

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