FinanceIntermediateCalifornia Exam

What is a 'reverse mortgage' and who is it designed for?

AA mortgage that pays the bank every month; designed for investors, under standard California mortgage lending practice
BA loan allowing homeowners 62+ to convert home equity into cash, with no monthly payments required during occupancyCorrect
CA mortgage with declining payments; designed for retirees on fixed incomes, as typically calculated in residential loan underwriting
DA second mortgage on a rental property; designed for landlords, consistent with conventional financing terms

Why A loan allowing homeowners 62+ to convert home equity into cash, with no monthly payments required during occupancy Is Correct

Answer B: A loan allowing homeowners 62+ to convert home equity into cash, with no monthly payments required during occupancy

A reverse mortgage (Home Equity Conversion Mortgage/HECM) allows homeowners 62 or older to receive payments from the lender using their home equity, with repayment deferred until the borrower moves out, sells, or dies. The loan grows over time with interest.

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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