Oklahoma Finance
Practice Questions & Answers (2026)

Finance questions on the Oklahoma real estate exam cover mortgage types, loan-to-value ratios, qualifying ratios, and federal lending laws. The Oklahoma Real Estate Commission (OREC) tests both the mechanics of real estate financing and the regulatory framework — particularly RESPA, TILA (Truth in Lending), and the TRID rules that govern loan disclosures. Oklahoma candidates often lose points on financing questions because they understand the concept but miss the specific numerical thresholds or disclosure timing requirements that appear on the OK exam. Pay particular attention to ARM vs. fixed-rate mortgage distinctions, the calculation of LTV ratios, and what information must appear in specific disclosure documents.

Practice Questions

Oklahoma Finance — Practice Questions & Answers

147 questions on Finance from the Oklahoma real estate question bank. First 10 are free — sign up to unlock all 147.

Q1. Which federal law requires lenders to provide borrowers with a Loan Estimate within 3 business days of receiving a loan application?

A.RESPA
B.TILA-RESPA Integrated Disclosure (TRID)
C.Equal Credit Opportunity Act
D.Home Mortgage Disclosure Act

Explanation

TRID (the TILA-RESPA Integrated Disclosure rule) requires lenders to provide a Loan Estimate within 3 business days of receiving a completed loan application, giving borrowers clear information about loan terms and costs.

Q2. A buyer obtains an FHA-insured loan. Which of the following is a key feature of FHA loans?

A.They are available only to first-time homebuyers
B.They require a minimum 20% down payment
C.They require mortgage insurance premium (MIP) regardless of down payment
D.They are issued directly by the federal government

Explanation

FHA loans require Mortgage Insurance Premium (MIP) on all loans regardless of down payment amount. This insurance protects the lender against default. FHA loans are not limited to first-time buyers and are issued by approved private lenders, not the government.

Q3. The loan-to-value (LTV) ratio is calculated as:

A.Loan amount divided by the purchase price or appraised value, whichever is lower
B.Purchase price divided by the loan amount
C.Down payment divided by the purchase price
D.Monthly payment divided by gross monthly income

Explanation

The LTV ratio is the loan amount divided by the lesser of the purchase price or appraised value, expressed as a percentage. A higher LTV indicates less equity and typically requires private mortgage insurance (PMI).

Q4. A conventional loan that exceeds the conforming loan limit set by the FHFA is known as a:

A.FHA loan
B.VA loan
C.Jumbo loan
D.Bridge loan

Explanation

A jumbo loan is a mortgage that exceeds the conforming loan limits established by the Federal Housing Finance Agency (FHFA). Because these loans cannot be purchased by Fannie Mae or Freddie Mac, they typically carry higher interest rates.

Q5. Which of the following best describes a buyer's debt-to-income (DTI) ratio?

A.Total assets divided by total liabilities
B.Monthly gross income divided by total monthly debt payments
C.Total monthly debt payments divided by gross monthly income
D.Net monthly income divided by monthly housing payment

Explanation

The DTI ratio compares total monthly debt payments (including the proposed mortgage) to gross monthly income. Most conventional loans require a DTI of 43% or lower, though some loan programs allow higher ratios.

Q6. A VA-guaranteed home loan requires the borrower to pay:

A.A minimum 3.5% down payment
B.Private mortgage insurance (PMI) for the life of the loan
C.A VA funding fee (which may be financed into the loan)
D.20% down payment to avoid PMI

Explanation

VA loans do not require a down payment or monthly mortgage insurance. However, most borrowers must pay a one-time VA funding fee, which varies based on service type, down payment, and whether it is a first use. The funding fee can be financed.

Q7. The Truth in Lending Act (TILA) requires lenders to disclose the Annual Percentage Rate (APR), which reflects:

A.The interest rate on the loan only
B.The total cost of the loan including interest, fees, and other charges expressed as a yearly rate
C.The prime rate plus the lender's margin
D.The rate used to calculate monthly payments

Explanation

TILA requires disclosure of the APR, which is a broader measure of the cost of borrowing that includes the interest rate plus fees, points, and other charges. The APR is always higher than or equal to the note rate.

Q8. Which type of mortgage features a fixed interest rate for an initial period, then adjusts periodically based on an index?

A.Fixed-rate mortgage
B.Adjustable-rate mortgage (ARM)
C.Balloon mortgage
D.Reverse mortgage

Explanation

An adjustable-rate mortgage (ARM) typically features a fixed interest rate for an initial period (e.g., 5 years), then adjusts periodically based on a market index such as SOFR. ARMs often have caps limiting how much the rate can change per adjustment and over the life of the loan.

Q9. The Federal Housing Administration (FHA) does which of the following?

A.Issues mortgages directly to homebuyers
B.Insures approved lenders against default on qualifying loans
C.Sets the interest rate for all FHA loans
D.Manages Fannie Mae and Freddie Mac

Explanation

The FHA does not lend money directly; it insures lenders against loss if a borrower defaults on an FHA-approved loan. This insurance allows lenders to offer loans with lower down payments and more flexible credit requirements.

Q10. Private Mortgage Insurance (PMI) is typically required on conventional loans when the borrower's down payment is:

A.Less than 5%
B.Less than 10%
C.Less than 20%
D.Less than 25%

Explanation

PMI is generally required on conventional loans when the borrower's down payment is less than 20% (LTV greater than 80%). PMI protects the lender if the borrower defaults. Under the Homeowners Protection Act, PMI must be cancelled when LTV reaches 80%.

Q11. In Oklahoma, oil and gas production on a mortgaged property may affect the loan because:

A.Mineral rights always increase collateral value and improve loan terms
B.Lenders may discount or exclude subsurface rights from the appraised value for collateral purposes
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