FinanceIntermediateDelaware Exam

What is the 'index' in an adjustable-rate mortgage (ARM)?

AThe initial fixed rate period
BA publicly reported benchmark interest rate to which the ARM's rate is tied (e.g., SOFR, prime rate)Correct
CThe lender's internal rate used to set the mortgage rate
DThe rate cap on any single adjustment

Why A publicly reported benchmark interest rate to which the ARM's rate is tied (e.g., SOFR, prime rate) Is Correct

Answer B: A publicly reported benchmark interest rate to which the ARM's rate is tied (e.g., SOFR, prime rate)

The index is a publicly reported benchmark interest rate (formerly LIBOR, now commonly SOFR or the 1-year Treasury) to which the ARM's interest rate is pegged. The rate adjusts periodically based on changes in the index plus a fixed margin.

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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