FinanceIntermediateArizona Exam

An Arizona lender who originates loans and immediately sells them in the secondary market is engaging in the:

AA direct lending model in which the originating lender personally underwrites and retains all mortgage loans in its own portfolio without participation from investors
BOriginate-to-distribute model, allowing more capital to be recycled for new loansCorrect
CA portfolio lending model in which the lender originates, underwrites, and holds all loans on its own balance sheet without selling them into the secondary market
DA hard money lending model in which private investors provide short-term bridge financing at above-market rates without the involvement of any secondary market institutions

Why Originate-to-distribute model, allowing more capital to be recycled for new loans Is Correct

Answer B: Originate-to-distribute model, allowing more capital to be recycled for new loans

The originate-to-distribute model involves originating loans and selling them to secondary market investors (Fannie, Freddie, investors), which replenishes capital. Portfolio lenders retain loans and bear the risk themselves.

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.

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