CRAM ARCADE Open App

A borrower contacts an MLO and verbally provides their name, income, property address, estimated property value, and requested loan amount. The borrower says they are 'just getting information' and asks the MLO not to pull their credit yet. Under TRID rules, at what point is the MLO required to provide a Loan Estimate?

Ethics · 18% of the SAFE examhard

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Correct answer: Once the MLO has received all six pieces of information that constitute an application under Regulation X, the borrower's instruction not to pull credit does not prevent the Loan Estimate obligation from arising

Under TRID (the TILA-RESPA Integrated Disclosure rule, Regulation Z 12 CFR 1026.2(a)(3)), an application is defined by the receipt of six specific pieces of information: (1) borrower's name, (2) borrower's income, (3) borrower's Social Security number (to pull credit), (4) property address, (5) estimated property value, and (6) the loan amount sought. Once all six elements are received, the lender has three business days to issue the Loan Estimate. Notably, the credit report is not itself a required element — the Social Security number (needed to pull credit) is. In this scenario, the borrower has provided all six elements. The borrower's preference not to have credit pulled does not eliminate the Loan Estimate obligation, though the lender cannot pull credit without permission. The LE is triggered by application receipt, not by a signed written form.

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