FinanceIntermediateCalifornia Exam

The annual percentage rate (APR) on a loan differs from the interest rate because it includes:

AOnly the principal balance, under standard California mortgage lending practice
BThe interest rate plus certain fees and costsCorrect
CThe property tax and insurance, as typically calculated in residential loan underwriting
DThe lender's profit margin only, consistent with conventional financing terms

Why The interest rate plus certain fees and costs Is Correct

Answer B: The interest rate plus certain fees and costs

The APR reflects the true cost of borrowing by including the interest rate plus certain fees such as origination fees, discount points, and mortgage insurance, expressed as a yearly rate. It is required to be disclosed under TILA.

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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