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Mortgage Broker Licensing Practice Exam · Question

A mortgage has a principal amount of $400,000, an interest rate of 5.00% compounded semi-annually, and a 25-year amortization period. What is the approximate monthly payment?

First, calculate the effective monthly rate. EAR = (1 + 0.05/2)^2 - 1 = 0.050625. Monthly rate = (1 + EAR)^(1/12) - 1 = (1 + 0.050625)^(1/12) - 1 = 0.0041239. O

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Question: A mortgage has a principal amount of $400,000, an interest rate of 5.00% compounded semi-annually, and a 25-year amortization period. What is the approximate monthly payment?

Answer options:

  • $2,325.26 ✅ $2,336.54
  • $2,488.75
  • $2,510.98

Correct answer: $2,336.54

Explanation: First, calculate the effective monthly rate. EAR = (1 + 0.05/2)^2 - 1 = 0.050625. Monthly rate = (1 + EAR)^(1/12) - 1 = (1 + 0.050625)^(1/12) - 1 = 0.0041239. Or using a financial calculator: Monthly rate = (1 + i/2)^2 = (1 + 0.05/2)^2 - 1 => (1 + 0.025)^2 - 1 = 1.050625 - 1 = 0.050625. Monthly equivalent rate: (1 + 0.050625)^(1/12) - 1 = 0.0041239. Using the PMT formula: P = $400,000, i = 0.0041239, n = 25 * 12 = 300. PMT = P * [i / (1 - (1 + i)^-n)] = $400,000 * [0.0041239 / (1 - (1.0041239)^-300)] = $2,336.54.

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