FinanceIntermediateArizona Exam

In Arizona, a 'balloon payment' mortgage requires the borrower to:

AMake graduated monthly payments that increase by 5% annually until the loan is fully amortized at the end of the original term with no lump-sum payment required
BMake regular periodic payments with a large lump-sum payment of the remaining balance due at the end of the loan term (before the loan would be fully amortized)Correct
CMake standard monthly payments for the first 12 months only; after that, the entire remaining principal balance becomes due and payable in a single payment
DMake interest-only payments for the first 5 years, after which the payment adjusts to fully amortize the remaining principal over the remainder of the loan term

Why Make regular periodic payments with a large lump-sum payment of the remaining balance due at the end of the loan term (before the loan would be fully amortized) Is Correct

Answer B: Make regular periodic payments with a large lump-sum payment of the remaining balance due at the end of the loan term (before the loan would be fully amortized)

A balloon mortgage has a shorter term than its amortization schedule—for example, monthly payments calculated on a 30-year amortization but with the full remaining balance due in 7 years. At the balloon date, the borrower must pay off the balance (through sale, refinance, or cash).

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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