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Real Estate Finance – Broker Exam Flashcards

Master the essential real estate finance concepts tested on the Broker Exam with these 32 targeted flashcards. Topics include mortgage types, loan calculations, lending regulations, and financing instruments. Ideal for broker candidates seeking to strengthen their finance knowledge before exam day.

33 cards Intermediate Mortgage Fundamentals Loan Types & Structures Government-Backed & Conventional Loans Lending Regulations & Disclosures Loan Calculations & Qualifying

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Preview Questions

Question 1

What is the legal document that pledges real property as security for a loan without transferring title to the lender?

Answer

A mortgage (also called a deed of trust in some states) is the security instrument that pledges the property as collateral while the borrower retains title.

Question 2

In a deed of trust arrangement, who holds bare legal title to the property until the loan is repaid?

Answer

A neutral third party called the trustee holds bare legal title. The borrower (trustor) retains equitable title and the lender (beneficiary) holds the beneficial interest.

Question 3

What is the difference between the mortgagor and the mortgagee?

Answer

The mortgagor is the borrower who pledges the property as collateral. The mortgagee is the lender who receives the mortgage as security for the loan.

Question 4

What clause in a mortgage allows the lender to demand full repayment of the loan if the property is sold or transferred?

Answer

The due-on-sale clause (also called an alienation clause) prevents loan assumption without lender approval and requires full payoff upon transfer of ownership.

Question 5

What is the purpose of the defeasance clause in a mortgage?

Answer

The defeasance clause requires the lender to release the mortgage lien and return clear title to the borrower once the loan has been fully repaid.

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