FinanceIntermediateArizona Exam

A buyer in Arizona obtains a $320,000 adjustable-rate mortgage (ARM) with an initial rate of 5.5%. The loan has a 2/2/5 cap structure. The MAXIMUM rate after the first adjustment is:

A7.5%Correct
B10.5%
C5.5%
D8.0%

Why 7.5% Is Correct

Answer A: 7.5%

A 2/2/5 cap means the first adjustment is capped at 2%, each subsequent adjustment is capped at 2%, and the lifetime cap is 5% above the initial rate. After the first adjustment: 5.

Exam Tip: Finance

Finance questions often involve calculations. Master the T-bar method, understand the difference between conventional and government-backed loans, and know key ratios like LTV and DTI.

Key Finance Terms in This Question

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