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Mortgage Broker Licensing Practice Exam · Question

A mortgage of $250,000 is taken at 6.00% compounded semi-annually with monthly payments over a 25-year amortization period. What is the approximate remaining principal balance after 5 years (60 payments)?

First, calculate the effective monthly rate: (1 + 0.06/2)^(2/12) - 1 = (1.03)^(1/6) - 1 ≈ 0.0049386. Then calculate the monthly payment: PMT = $250,000 [ 0.0049

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Question: A mortgage of $250,000 is taken at 6.00% compounded semi-annually with monthly payments over a 25-year amortization period. What is the approximate remaining principal balance after 5 years (60 payments)?

Answer options:

  • $210,000
  • $225,000
  • $230,000 ✅ $235,000

Correct answer: $235,000

Explanation: First, calculate the effective monthly rate: (1 + 0.06/2)^(2/12) - 1 = (1.03)^(1/6) - 1 ≈ 0.0049386. Then calculate the monthly payment: PMT = $250,000 [ 0.0049386(1 + 0.0049386)^300 ] / [ (1 + 0.0049386)^300 – 1 ] = $1,607.72. Now, calculate the present value of the remaining 240 payments: PV = $1,607.72 [ 1 - (1 + 0.0049386)^-240 ] / 0.0049386 = $234,996.90. So, approximately $235,000.

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