Exhibit 99.3 Schedule 1
Loan ID | Redaction ID | Investor Loan ID | Lender Application Date | Originator QM Status | Final QM Status | Originator QM Status Difference than Final QM Status? | Reason Why NonQM Final Status | APR Pricing Threshold Exceeded? | QM DTI Threshold Exceeded? | Higher Priced Mortgage Loan (HPML)? | Negatively Amortizing Loan? | Principal Deferment? | Interest Only Flag? | Prepayment Penalty? | Balloon Flag? | Adjustable Rate Balloon? | Loan Term Less Than 5 Years? | QM Points and Fees Threshold Exceeded? | QM Total Points and Fees | APR | ATR: Qualifying Payment Properly Considered? | ATR: Current Employment/Self-Employment Verified? | ATR: Balloon Qualifying Payment Properly Considered? | ATR: Reasonable Income or Assets Considered? | ATR: Subject PITIA Adequately Documented? | ATR: All Liabilities Including Alimony and Child Support in DTI? | ATR: Simultaneous Loan Calculated Properly | ATR: Credit History was Considered Properly? | ATR: Did Lender Document All ATR Factors? | ATR: Was an ATR/QM Residual Income Analysis Provided? | Residual Income | Residual Income Meets Guidelines? | Borrower 1 Employment Indicator | Borrower 2 Employment Indicator | Borrower 1 Foreign National Indicator | Borrower 2 Foreign National Indicator | Business Purpose Loan? | Business Purpose Verified? |
XXXX | 594303 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 623968 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | Yes | No | No | No | No | No | No | No | No | No | 21721.4 | 7.715 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | N/A | N/A | 21770.33 | Yes | Employed | No | No | ||||
XXXX | 628075 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20310.78 | Yes | Employed | Not Employed | No | No | Yes | Present | ||||||
XXXX | 628549 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | Yes | Yes | Yes | Present | ||||||||||
XXXX | 632204 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | Yes | No | No | No | No | No | No | No | No | No | 9805 | 7.132 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 4574.26 | N/A | Employed | No | No | ||||
XXXX | 633517 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 31065 | 7.578 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | N/A | 19161.46 | Yes | Employed | No | No | ||||
XXXX | 634055 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | QM Points and Fees Exceeded | No | Yes | Yes | No | No | No | No | No | No | No | Yes | 6466.33 | 9.086 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 2255.95 | Yes | Employed | No | No | |||
XXXX | 637207 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 15065 | 8.298 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | N/A | 9401.72 | Yes | Employed | No | No | ||||
XXXX | 662886 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | Yes | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 662965 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 685335 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | QM Points and Fees Exceeded | No | No | No | No | No | No | No | No | No | No | Yes | 17012.5 | 7.46 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 11375.32 | Yes | Employed | No | No | |||
XXXX | 685357 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | No | No | No | No | N/A | Yes | Yes | Yes | Yes | Yes | N/A | Yes | Yes | N/A | 36142.25 | Yes | Not Employed | Employed | No | No | Yes | Present | ||||||
XXXX | 686539 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | Yes | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 692346 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | No | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8939.37 | Yes | Employed | No | Yes | Present | ||||||||
XXXX | 692352 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | APOR Threshold | Yes | No | Yes | No | No | No | No | No | No | No | No | 17153.25 | 9.522 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 21593.66 | Yes | Employed | No | No | |||
XXXX | 692353 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 692356 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 22275 | 7.911 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 13720.41 | Yes | Employed | No | No | ||||
XXXX | 693376 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | Yes | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 693601 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7716.94 | Yes | Employed | No | Yes | Present | ||||||||
XXXX | 693733 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 21564.16 | N/A | Employed | No | Yes | Present | ||||||||
XXXX | 693935 | XXXX | XXXX | QM: Higher Priced APOR (APOR HP) | QM: Higher Priced APOR (APOR HP) | No | No | No | Yes | No | No | No | No | No | No | No | No | 11037.5 | 8.699 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 8020.9 | Yes | Employed | No | No | ||||
XXXX | 693961 | XXXX | XXXX | QM: Higher Priced APOR (APOR HP) | QM: Higher Priced APOR (APOR HP) | No | No | Yes | Yes | No | No | No | No | No | No | No | No | 10287.5 | 8.776 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | N/A | 19766.5 | Yes | Employed | Not Employed | No | No | No | ||
XXXX | 693992 | XXXX | XXXX | QM: Higher Priced APOR (APOR HP) | QM: Higher Priced APOR (APOR HP) | No | No | Yes | Yes | No | No | No | No | No | No | No | No | 5495 | 8.457 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 5480.68 | Yes | Employed | No | No | ||||
XXXX | 694319 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | APOR Threshold | Yes | No | Yes | No | No | No | No | No | No | No | Yes | 31257.8 | 9.796 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 40035.17 | Yes | Employed | No | No | |||
XXXX | 695249 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | Yes | No | No | No | No | No | No | No | No | No | 5760 | 7.182 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 2917.3 | Yes | Employed | Not Employed | No | No | No | ||
XXXX | 696486 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 17672.56 | 7.582 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 29295.69 | Yes | Employed | No | No | ||||
XXXX | 697351 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 20408.6 | 7.271 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | N/A | 92801.06 | Yes | Employed | No | No | ||||
XXXX | 697671 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | Yes | Yes | Present | |||||||||||
XXXX | 697723 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | No | Yes | Present | ||||||||||
XXXX | 697734 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 23075 | 7.894 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | N/A | 47050.18 | Yes | Employed | No | No | ||||
XXXX | 697807 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 17850 | 7.625 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 16875.03 | Yes | Employed | No | No | ||||
XXXX | 697818 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | Yes | N/A | N/A | N/A | N/A | N/A | N/A | Yes | N/A | N/A | 33531.8 | Yes | Employed | No | Yes | Present | ||||||||
XXXX | 697917 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 21875 | 8.588 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 58032.05 | Yes | Employed | No | No | ||||
XXXX | 698073 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 17070 | 7.693 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 13046.1 | Yes | Employed | No | No | ||||
XXXX | 699020 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 23859 | 8.619 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 20118.13 | N/A | Employed | No | No | ||||
XXXX | 699023 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 14469.69 | 7.37 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 10022.78 | N/A | Employed | No | No | ||||
XXXX | 699030 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | Yes | No | No | No | No | No | No | No | No | No | 13473 | 6.898 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 13503.63 | Yes | Employed | No | No | ||||
XXXX | 699032 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 699035 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | Yes | No | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 699037 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 25579 | 7.522 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 19312.05 | Yes | Employed | No | No | ||||
XXXX | 699039 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | QM Points and Fees Exceeded | No | No | No | No | No | No | No | No | No | No | Yes | 13562.5 | 7.26 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 30215.48 | N/A | Employed | No | No | |||
XXXX | 699042 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 13275 | 7.352 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 51970.92 | N/A | Employed | No | No | ||||
XXXX | 699052 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | APOR Threshold | Yes | No | Yes | No | No | No | No | No | No | No | Yes | 8825 | 9.666 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | N/A | N/A | 39100.62 | Yes | Employed | No | No | |||
XXXX | 699053 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | Yes | No | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 699055 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 10400 | 8.212 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 17379.92 | Yes | Employed | No | No | ||||
XXXX | 699056 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | No | Yes | Present | ||||||||||
XXXX | 699058 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | No | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 699074 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 699133 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 699135 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | Yes | No | No | No | No | No | No | No | No | No | 39075 | 7.167 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 44309.94 | Yes | Employed | No | No | ||||
XXXX | 699137 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 699139 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 64147.5 | 8.951 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 50295.31 | Yes | Employed | Not Employed | No | No | No | ||
XXXX | 699141 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | Interest Only | No | No | No | No | No | Yes | No | No | No | No | No | 15075 | 7.274 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 28651.04 | Yes | Employed | No | No | |||
XXXX | 700118 | XXXX | XXXX | ATR/QM: Exempt | ATR/QM: Exempt | No | No | No | No | No | Yes | No | No | No | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No | Yes | Present | |||||||||||
XXXX | 700299 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | Yes | No | No | No | No | No | No | No | No | No | 5832.5 | 6.992 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 9894.94 | Yes | Employed | No | No | ||||
XXXX | 700300 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 24275 | 7.523 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | N/A | 19318.1 | Yes | Employed | No | No | ||||
XXXX | 700308 | XXXX | XXXX | Non-QM: Lender documented all ATR UW factors | Non-QM: Lender documented all ATR UW factors | No | QM Points and Fees Exceeded | No | No | No | No | No | No | No | No | No | No | Yes | 18125 | 6.986 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 8008.92 | Yes | Employed | Not Employed | No | No | No | |
XXXX | 701327 | XXXX | XXXX | QM: Safe Harbor APOR (APOR SH) | QM: Safe Harbor APOR (APOR SH) | No | No | No | No | No | No | No | No | No | No | No | No | 40405 | 7.136 | Yes | Yes | N/A | Yes | Yes | Yes | N/A | Yes | Yes | Yes | 59850.92 | Yes | Employed | No | No |