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A borrower calls a mortgage company and speaks with a customer service representative who answers questions about available loan programs and explains general eligibility criteria, but does not collect any financial information, negotiate terms, or take an application. Under the SAFE Act, this representative:

Uniform State Test (UST) · 11% of the SAFE exammedium

Show the answer and explanation

Correct answer: Is exempt from licensing requirements because the role is limited to informational support, not origination activities

The SAFE Act requires licensing for individuals who take mortgage applications, collect borrower information for decision-making purposes, negotiate mortgage terms, or prepare mortgage packages. A customer service representative who only answers general informational questions about loan programs without collecting financial data, negotiating terms, or taking an application falls outside the definition of an MLO and is exempt from licensing. The act focuses on activities — not job titles — so the nature of the work, not whether a call is recorded (B), determines the licensing obligation. "Must be registered but is not required to hold a sta..." is incorrect because the representative does not fall within the MLO definition at all.

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