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Mortgage Broker Licensing Practice Exam · Question

When must a mortgage broker obtain a client's consent to conduct a credit check?

A credit check is a fundamental part of assessing a client's creditworthiness. Brokers must obtain explicit consent before performing one to comply with privacy

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Question: When must a mortgage broker obtain a client's consent to conduct a credit check?

Answer options:

  • During the final stages before mortgage funding.
  • Only if the client specifically requests it. ✅ Before applying for any mortgage product on behalf of the client, as part of the due diligence process.
  • Never, as credit checks are not permitted without a signed mortgage agreement.

Correct answer: Before applying for any mortgage product on behalf of the client, as part of the due diligence process.

Explanation: A credit check is a fundamental part of assessing a client's creditworthiness. Brokers must obtain explicit consent before performing one to comply with privacy laws and ensure ethical data handling.

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