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Mortgage Agent Licensing Practice Exam · Question

When assessing a client's suitability for a mortgage product, what is the primary factor a mortgage agent should consider?

A primary factor in suitability assessment is the client's ability to repay the mortgage. FSRA's principles emphasize that agents must ensure recommended produc

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Question: When assessing a client's suitability for a mortgage product, what is the primary factor a mortgage agent should consider?

Answer options:

  • The agent's commission potential from the product ✅ The client's ability to repay the mortgage
  • The popularity of the product among other clients
  • The time it takes to process the application

Correct answer: The client's ability to repay the mortgage

Explanation: A primary factor in suitability assessment is the client's ability to repay the mortgage. FSRA's principles emphasize that agents must ensure recommended products are suitable for the client's financial circumstances and objectives.

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