FinanceIntermediateCalifornia Exam

Which loan type is best suited for a borrower who expects to sell within 5 years?

A30-year fixed-rate mortgage, under standard California mortgage lending practice
B5/1 Adjustable Rate Mortgage (ARM)Correct
CFHA loan, as typically calculated in residential loan underwriting
DBalloon mortgage, consistent with conventional financing terms

Why 5/1 Adjustable Rate Mortgage (ARM) Is Correct

Answer B: 5/1 Adjustable Rate Mortgage (ARM)

A 5/1 ARM offers a fixed rate for the first 5 years, then adjusts annually. For borrowers who plan to sell before the adjustment period, an ARM typically offers lower initial rates than a 30-year fixed mortgage.

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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