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Mortgage Broker Licensing Practice Exam · Question

A mortgage brokerage firm, 'Secure Home Mortgages', receives a client's deposit of $5,000 as a commitment fee for a future mortgage. Into which type of account should this money be deposited?

Client funds, such as commitment fees, must be held in a designated trust account, separate from the brokerage's operating funds, to safeguard these monies and

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Question: A mortgage brokerage firm, 'Secure Home Mortgages', receives a client's deposit of $5,000 as a commitment fee for a future mortgage. Into which type of account should this money be deposited?

Answer options: ✅ A designated trust account separate from the brokerage's operating funds.

  • The brokerage's general operating account, provided it is tracked internally.
  • A client-specific savings account opened for that particular client.
  • The personal bank account of the principal broker, to be transferred later.

Correct answer: A designated trust account separate from the brokerage's operating funds.

Explanation: Client funds, such as commitment fees, must be held in a designated trust account, separate from the brokerage's operating funds, to safeguard these monies and prevent commingling, as per provincial regulations concerning trust accounts (e.g., O. Reg. 187/08, s. 12 or BCFSA Rules).

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