Seller
Loan ID
Seller Loan ID
Investor Loan ID
Alt Loan ID
Queue
Created Date
Last Modified Date
Finding Status
Event Level
Finding Category
Finding Sub Category
Finding Name
Reviewer Comments
Seller Comments
Finding Resolution
Finding Document
Reviewer Comp Factors
Originator Comp Factors
State
Occupancy
Loan Purpose
Refinance Purpose
Unique Finding ID
Acknowledged / Waived By
Waiver in File?
XXXXXXXX
XXXX
XXXX
XXXX
54903092026063
Closed
2025-09-16 10:39
2025-10-03 06:36
Resolved
1 - Information
Compliance
Disclosure
ECOA: Appraisal Disclosure Not Provided Timely
Resolved-Received Appraisal Disclosure dated within 3 days of application.  Condition cleared.   - Due Diligence Vendor-10/03/2025
Ready for Review-Document Uploaded.  - Seller-10/02/2025
Open-ECOA Non-Compliant: Appraisal Disclosure Not Provided Timely. ECOA: Appraisal Disclosure Date XX/XX/XXXX is not within three business days of Application Date XX/XX/XXXX. This finding is non-material and will be rated a B for all agencies.  - Due Diligence Vendor-09/16/2025
Ready for Review-Document Uploaded.  - Seller-10/02/2025
 
 
Resolved-Received Appraisal Disclosure dated within 3 days of application.  Condition cleared.   - Due Diligence Vendor-10/03/2025
 
 
Appraisal.pdf
   
XX
Primary Residence
Refinance
Cash Out - Other
5553958
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026063
Closed
2025-09-16 10:31
2025-10-03 06:36
Resolved
1 - Information
Compliance
Tolerance:Disclosure
Federal - Loan Estimate Mailed/Delivered Within Three Business Days of Application
Resolved-Received initial LE dated within 3 days of application.  Condition cleared.   - Due Diligence Vendor-10/03/2025
Resolved- - Due Diligence Vendor-10/03/2025
Resolved- - Due Diligence Vendor-10/03/2025
Ready for Review-Document Uploaded.  - Seller-10/02/2025
Open-The Initial Disclosure Date (XX/XX/XXXX) is more than 3 business days from the Application Date (XX/XX/XXXX). Three business days from the Application Date is (XX/XX/XXXX). Under Regulation Z, a Loan Estimate must be delivered or placed in the mail not later than the third business day after receiving a consumer's application.(12 CFR 1026.19(e)(1)(iii))   - Due Diligence Vendor-09/16/2025
Open- - Due Diligence Vendor-09/19/2025
Open- - Due Diligence Vendor-09/19/2025
Open- - Due Diligence Vendor-09/16/2025
Ready for Review-Document Uploaded.  - Seller-10/02/2025
 
 
Resolved-Received initial LE dated within 3 days of application.  Condition cleared.   - Due Diligence Vendor-10/03/2025
 
 Resolved-  - Due Diligence Vendor-10/03/2025
 
 
XXXXXX XXXXXXXXXX LE response.pdf
   
XX
Primary Residence
Refinance
Cash Out - Other
5553722
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026063
Closed
2025-09-16 10:31
2025-10-03 06:36
Resolved
1 - Information
Compliance
Tolerance:Disclosure
Federal - Homeownership Counseling Disclosure Delivery
Resolved-Received Homeownership Counseling Disclosure dated within 3 days of application.  Condition cleared.   - Due Diligence Vendor-10/03/2025
Resolved- - Due Diligence Vendor-10/03/2025
Resolved- - Due Diligence Vendor-10/03/2025
Ready for Review-Document Uploaded.  - Seller-10/02/2025
Open-The Homeownership Counseling Organization Disclosure Sent Date (XX/XX/XXXX) is more than 3 business days from the Application Date (XX/XX/XXXX). Three business days from the Application Date is (XX/XX/XXXX). Under 12 CFR 1024.20, not later than three business days after receipt of an application, or information sufficient to complete an application, the lender must provide the applicant with a clear and conspicuous written list of homeownership counseling organizations that provide relevant counseling services in the loan applicant's location. (12 CFR 1024.20) This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-09/16/2025
Open- - Due Diligence Vendor-09/19/2025
Open- - Due Diligence Vendor-09/19/2025
Open- - Due Diligence Vendor-09/16/2025
Ready for Review-Document Uploaded.  - Seller-10/02/2025
 
 
Resolved-Received Homeownership Counseling Disclosure dated within 3 days of application.  Condition cleared.   - Due Diligence Vendor-10/03/2025
 
 Resolved-  - Due Diligence Vendor-10/03/2025
 
 
Counseling.pdf
   
XX
Primary Residence
Refinance
Cash Out - Other
5553721
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026063
Closed
2025-09-22 12:11
2025-09-22 12:23
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-09/22/2025
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-09/22/2025
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-09/22/2025
 
 
     
XX
Primary Residence
Refinance
Cash Out - Other
5621388
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026064
Closed
2025-09-23 12:45
2025-10-14 10:18
Cured
2 - Non-Material
Compliance
Tolerance:FinanceCharge
Federal - Finance Charge Disclosure Tolerance (Closed End)
Cured-Lender provided Letter of Explanation, Proof of Refund, Corrected PCCD, and Proof of Delivery to Borrower. This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-10/14/2025
Ready for Review-Document Uploaded.  - Seller-10/13/2025
Open-The disclosed finance charge ($X,XXX,XXX.XX) is ($X,XXX.XX) below the actual finance charge($X,XXX,XXX.XX). The Truth in Lending Act considers the disclosed finance charge inaccurate if it is more than $100 below the actual finance charge. (12 CFR 1026.18(d)(1); OSC 17(c)(2)(ii)-1)  The disclosed finance charge ($X,XXX,XXX.XX) is ($X,XXX.XX) below the actual finance charge($X,XXX,XXX.XX). The Truth in Lending Act considers the disclosed finance charge inaccurate if it is more than $100 below the actual finance charge - Due Diligence Vendor-09/23/2025
Open- - Due Diligence Vendor-09/23/2025
Open- - Due Diligence Vendor-09/23/2025
Open- - Due Diligence Vendor-09/23/2025
Open- - Due Diligence Vendor-09/23/2025
Open- - Due Diligence Vendor-09/23/2025
Ready for Review-Document Uploaded.  - Seller-10/13/2025
 
 
Cured-Lender provided Letter of Explanation, Proof of Refund, Corrected PCCD, and Proof of Delivery to Borrower. This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-10/14/2025
 
 
XXXXXXX XXXXXXXXXXX cure.pdf
   
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
5638206
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026064
Closed
2025-09-24 09:20
2025-09-24 12:36
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-09/24/2025
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-09/24/2025
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-09/24/2025
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
5651420
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026080
Closed
2025-11-26 09:04
2026-01-07 08:41
Waived
2 - Non-Material
Property
Property
Ineligible Property
Waived-Waived by Investor. - Due Diligence Vendor-01/07/2026
 
Open-Guidelines do not allow properties zoned agricultural with over 5 acres. - Due Diligence Vendor-11/26/2025
XX is ok to waive this exception - 01/07/2026
 
 
 
Waived-Waived by Investor. - Due Diligence Vendor-01/07/2026
 
 
   
DTI 28%;  FICO 744;  Cash Reserves $184k
XX
Primary Residence
Purchase
NA
6399412
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026080
Closed
2025-11-26 09:26
2025-12-09 15:17
Resolved
1 - Information
Credit
Missing Doc
Missing evidence of sale of other property owned (REO)
Resolved-Received certified Final Seller's Statement.  Condition cleared.  - Due Diligence Vendor-12/09/2025
 
Ready for Review-Document Uploaded.  - Seller-12/09/2025
 
Open-Final Hud-1, Closing documents, or other evidence of sale from property listed in position 2 on the application evidencing liens paid was not provided. HUD-1 provided was not signed. - Due Diligence Vendor-11/26/2025
Ready for Review-Document Uploaded.  - Seller-12/09/2025
 
 
Resolved-Received certified Final Seller's Statement.  Condition cleared.  - Due Diligence Vendor-12/09/2025
 
 
XXXXXXX XXXXXXXXXXX Settlement Statement.pdf
   
XX
Primary Residence
Purchase
NA
6400048
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026080
Closed
2025-11-26 09:39
2025-12-01 15:46
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor
 - Due Diligence Vendor-12/01/2025
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-11/26/2025
 
Acknowledged-Acknowledged by Investor
 - Due Diligence Vendor-12/01/2025
 
 
     
XX
Primary Residence
Purchase
NA
6400345
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026119
Closed
2026-01-27 16:13
2026-01-30 13:17
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor - Due Diligence Vendor-01/30/2026
Open-ECOA Non-Compliant: Appraisal present; no evidence appraisal was provided to applicant. - Due Diligence Vendor-01/27/2026
 
Acknowledged-Acknowledged by Investor - Due Diligence Vendor-01/30/2026
 
 
     
XX
Primary Residence
Purchase
NA
7320132
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026077
Closed
2025-11-21 12:21
2025-12-17 17:55
Acknowledged
2 - Non-Material
Credit
Insurance
Hazard Insurance Effective Date is after the Disbursement Date
Acknowledged-Acknowledged by Client. - Due Diligence Vendor-12/17/2025
Open-Hazard Insurance Effective Date of XX/XX/XXXX is after the Note Date of XX/XX/XXXX Hazard Insurance Effective Date of XX/XX/XXXX is on or prior to the Disbursement Date. This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-12/04/2025
 
Acknowledged-Acknowledged by Client. - Due Diligence Vendor-12/17/2025
 
 
   
FICO 780;  CLTV/LTV XXX%;  Reserves $866k
XX
Primary Residence
Purchase
NA
6344910
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026077
Closed
2025-11-21 12:44
2025-12-04 10:18
Resolved
1 - Information
Compliance
TRID Tolerance
Charges That In Total Cannot Increase More Than 10% Test (50001258)
Resolved-Lender provided valid COC. Condition cleared. - Due Diligence Vendor-12/04/2025
Resolved-Resolved - Due Diligence Vendor-12/04/2025
Ready for Review-Document Uploaded.  - Seller-12/04/2025
Open-The total amount of the 10% category fees on the last Closing Disclosure ($XXX.XX) has increased by more than 10% over the current baseline value of ($XXX.XX). The total amount of fees in the 10% category cannot exceed ($XXX.XX). The following fee(s) have either increased from their baseline disclosure or have been recently added: (Recording Fees – Mortgage/Deed of Trust). Any increase to an existing fee and/or the addition of a new fee that causes the 10% category threshold to be exceeded cannot occur unless a new disclosure is provided and there is a valid changed circumstance associated with the increased fee(s) or new fee(s). (12 CFR 1026.19(e)(3)(ii); 12 CFR 1026.19(e)(3)(iv)). The Loan Estimate, dated XX/XX/XXXX, reflects the baseline 10% fees at 110% as $XXX. The 10% fees reflected on the Final CD dated XX/XX/XXXX total $XXX.  The loan file did not contain a valid COC to support the increase. No evidence of a tolerance cure was provided in file. A tolerance cure of ($XX) is required. Provide Letter of Explanation, Proof of Refund, Corrected PCCD, and Proof of Delivery to Borrower. - Due Diligence Vendor-11/21/2025
Open- - Due Diligence Vendor-11/21/2025
Open- - Due Diligence Vendor-11/21/2025
Open- - Due Diligence Vendor-11/21/2025
Ready for Review-Document Uploaded.  - Seller-12/04/2025
 
 
Resolved-Lender provided valid COC. Condition cleared. - Due Diligence Vendor-12/04/2025
 
 Resolved-Resolved - Due Diligence Vendor-12/04/2025
 
 
XXXXXXX XXXXXXXXXXX COC.pdf
   
XX
Primary Residence
Purchase
NA
6345255
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026077
Closed
2025-11-21 12:44
2025-12-04 10:18
Resolved
1 - Information
Compliance
TRID Tolerance
Charges That In Total Cannot Increase More Than 10% Test (50001257)
Resolved-Lender provided valid COC. Condition cleared. - Due Diligence Vendor-12/04/2025
Resolved-Resolved - Due Diligence Vendor-12/04/2025
Ready for Review-Document Uploaded.  - Seller-12/04/2025
Open-The total amount of the 10% category fees ($XXX.XX) has increased by more than 10% over the current baseline value of ($XXX.XX). The total amount of fees in the 10% category cannot exceed ($XXX.XX). The following fee(s) have either increased from their baseline disclosure or have been recently added: (Recording Fees – Mortgage/Deed of Trust). Any increase to an existing fee and/or the addition of a new fee that causes the 10% category threshold to be exceeded cannot occur unless a new disclosure is provided and there is a valid changed circumstance associated with the increased fee(s) or new fee(s). (12 CFR 1026.19(e)(3)(ii); 12 CFR 1026.19(e)(3)(iv)). The Loan Estimate, dated XX/XX/XXXX, reflects the baseline 10% fees at 110% as $XXX. The 10% fees reflected on the Final CD dated XX/XX/XXXX total $XXX.  The loan file did not contain a valid COC to support the increase. No evidence of a tolerance cure was provided in file. A tolerance cure of ($XX) is required. Provide Letter of Explanation, Proof of Refund, Corrected PCCD, and Proof of Delivery to Borrower. - Due Diligence Vendor-11/21/2025
Open- - Due Diligence Vendor-11/21/2025
Open- - Due Diligence Vendor-11/21/2025
Open- - Due Diligence Vendor-11/21/2025
Ready for Review-Document Uploaded.  - Seller-12/04/2025
 
 
Resolved-Lender provided valid COC. Condition cleared. - Due Diligence Vendor-12/04/2025
 
 Resolved-Resolved - Due Diligence Vendor-12/04/2025
 
 
XXXXXXX XXXXXXXXXXX COC.pdf
   
XX
Primary Residence
Purchase
NA
6345257
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026071
Closed
2025-11-20 12:07
2025-11-20 12:15
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-11/20/2025
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other agencies. - Due Diligence Vendor-11/20/2025
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-11/20/2025
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
6328707
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026072
Closed
2025-11-22 06:15
2025-12-01 06:38
Resolved
1 - Information
Credit
Missing Doc
AUS Partially Provided
Resolved-Received complete copy of the most recent submission of AUS dated XX/XX/XXXX, submission #9.  Condition cleared.  - Due Diligence Vendor-12/01/2025
Resolved-AUS is not partially present - Due Diligence Vendor-12/01/2025
Ready for Review-Document Uploaded.  - Seller-11/29/2025
Open-AUS Partially Provided The loan file is missing a complete copy of the most recent submission of AUS dated 11/05/2025, submission #9 - Due Diligence Vendor-11/22/2025
Ready for Review-Document Uploaded.  - Seller-11/29/2025
 
 
Resolved-Received complete copy of the most recent submission of AUS dated XX/XX/XXXX, submission #9.  Condition cleared.  - Due Diligence Vendor-12/01/2025
 Resolved-AUS is not partially present - Due Diligence Vendor-12/01/2025
 
XXXXXXX XXXXXXXXXXX AUS.pdf
   
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
6353893
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026068
Closed
2025-11-19 09:00
2025-11-20 12:14
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-11/20/2025
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-11/19/2025
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-11/20/2025
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
6303652
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026078
Closed
2025-11-21 09:29
2025-12-17 18:00
Acknowledged
2 - Non-Material
Credit
Insurance
Hazard Insurance Effective Date is after the Disbursement Date
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-12/18/2025
Open-Hazard Insurance Effective Date of XX/XX/XXXX is after the Note Date of XX/XX/XXXX Hazard Insurance Effective Date of XX/XX/XXXX is prior to the disbursement date. - Due Diligence Vendor-11/21/2025
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-12/18/2025
 
 
   
FICO 785;  Reserves $210k; Residual Income $14k
XX
Primary Residence
Purchase
NA
6340175
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026117
Closed
2026-01-29 15:46
2026-01-29 15:48
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/29/2026
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other Agencies. - Due Diligence Vendor-01/29/2026
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/29/2026
 
 
     
XX
Primary Residence
Purchase
NA
7359909
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026132
Closed
2026-01-27 12:09
2026-01-27 12:10
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/27/2026
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other agencies. - Due Diligence Vendor-01/27/2026
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/27/2026
 
 
     
XX
Primary Residence
Refinance
Cash Out - Other
7316060
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026095
Closed
2026-01-19 09:06
2026-02-20 03:59
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by investor. - Due Diligence Vendor-01/20/2026
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/20/2026
 
Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/19/2026
 
Acknowledged-Acknowledged by investor. - Due Diligence Vendor-01/20/2026
 
 Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/19/2026
 
 
     
XX
Primary Residence
Purchase
NA
7164628
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026106
Closed
2026-01-09 07:22
2026-01-23 12:04
Acknowledged
2 - Non-Material
Compliance
Missing Doc
ECOA: Most Recent Primary Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/23/2026
Open-ECOA Non-Compliant: Most Recent Primary Appraisal Not Provided to Applicant. The loan file documents a copy of the appraisal being provided to the borrowers on XX/XX/XXXX.  The effective date of the most recent appraisal is XX/XX/XXXX and the XXX signed this report on XX/XX/XXXX.  File is missing evidence of the most recent appraisal being provided to the borrowers. This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-01/09/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/23/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7002291
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026099
Closed
2026-01-09 08:34
2026-01-09 15:11
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Client - Due Diligence Vendor-01/09/2026
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/09/2026
 
Acknowledged-Acknowledged by Client - Due Diligence Vendor-01/09/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7004107
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026097
Closed
2026-01-02 10:13
2026-01-19 06:17
Resolved
1 - Information
Credit
Missing Doc
Borrower 2 Citizenship Documentation Not Provided
Resolved-Received Patriot Act Disclosure for both borrowers who are US Citizens.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
Open-Borrower 2 Citizenship Documentation Is Missing - Due Diligence Vendor-01/03/2026
 
Resolved-Received Patriot Act Disclosure for both borrowers who are US Citizens.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
 
     
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
6894835
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026097
Closed
2026-01-02 10:13
2026-01-19 06:17
Resolved
1 - Information
Credit
Missing Doc
Citizenship Documentation Not Provided
Resolved-Received Patriot Act Disclosure for both borrowers who are US Citizens.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
Ready for Review-Document Uploaded. Per the 1003 both borrowers are US Citizens.  The closing agent is responsible for verifying borrower identities, please see USA Patriot Act forms attached. - Seller-01/16/2026
 
Open-Borrower 1 Citizenship Documentation Is Missing - Due Diligence Vendor-01/03/2026
Ready for Review-Document Uploaded. Per the 1003 both borrowers are US Citizens.  The closing agent is responsible for verifying borrower identities, please see USA Patriot Act forms attached. - Seller-01/16/2026
 
 
Resolved-Received Patriot Act Disclosure for both borrowers who are US Citizens.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
 
XXXXXXX XXXXXXXXXXX USA Patriot Act Forms.pdf
   
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
6894834
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026097
Closed
2026-01-02 10:33
2026-01-19 06:16
Resolved
1 - Information
Credit
Missing Doc
Missing Borrower Identification - Borrower 2
Resolved-Received Patriot Act Disclosure for both borrowers.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
Resolved-Borrower Identification - Borrower 2 provided. - Due Diligence Vendor-01/19/2026
 
Open-Missing Borrower Identification - Borrower 2. - Due Diligence Vendor-01/03/2026
 
Resolved-Received Patriot Act Disclosure for both borrowers.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
 Resolved-Borrower Identification - Borrower 2 provided. - Due Diligence Vendor-01/19/2026
 
 
     
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
6896044
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026097
Closed
2026-01-02 10:33
2026-01-19 06:16
Resolved
1 - Information
Credit
Missing Doc
Missing Borrower Identification - Borrower 1
Resolved-Received Patriot Act Disclosure for both borrowers.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
Resolved-Borrower Identification - Borrower 1 provided. - Due Diligence Vendor-01/19/2026
 
Open-Missing Borrower Identification - Borrower 1. - Due Diligence Vendor-01/03/2026
 
Resolved-Received Patriot Act Disclosure for both borrowers.  Condition cleared. - Due Diligence Vendor-01/19/2026
 
 Resolved-Borrower Identification - Borrower 1 provided. - Due Diligence Vendor-01/19/2026
 
 
     
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
6896043
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026092
Closed
2026-01-19 14:48
2026-02-02 10:15
Resolved
1 - Information
Compliance
TRID Tolerance
Charges That In Total Cannot Increase More Than 10% Test (50001258)
Resolved-Received PCCD with corrected fees.  Condition cleared.   - Due Diligence Vendor-02/02/2026
Ready for Review-Document Uploaded.  - Seller-01/30/2026
Open- - Due Diligence Vendor-01/19/2026
Open-The total amount of the 10% category fees on the last Closing Disclosure ($XXX.XX) has increased by more than 10% over the current baseline value of ($XXX.XX). The total amount of fees in the 10% category cannot exceed ($XXX.XX). The following fee(s) have either increased from their baseline disclosure or have been recently added: (Title Endorsement Fee). Any increase to an existing fee and/or the addition of a new fee that causes the 10% category threshold to be exceeded cannot occur unless a new disclosure is provided and there is a valid changed circumstance associated with the increased fee(s) or new fee(s). (12 CFR 1026.19(e)(3)(ii); 12 CFR 1026.19(e)(3)(iv)). - Due Diligence Vendor-01/19/2026
Open- - Due Diligence Vendor-01/19/2026
Ready for Review-Document Uploaded.  - Seller-01/30/2026
 
 
Resolved-Received PCCD with corrected fees.  Condition cleared.   - Due Diligence Vendor-02/02/2026
 
 
XXXXXXX XXXXXXXXXXX PCCD.pdf
   
XX
Primary Residence
Purchase
NA
7170108
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026092
Closed
2026-01-19 14:48
2026-02-02 10:15
Resolved
1 - Information
Compliance
TRID Tolerance
Charges That In Total Cannot Increase More Than 10% Test (50001257)
Resolved-Received PCCD with corrected fees.  Condition cleared.   - Due Diligence Vendor-02/02/2026
Ready for Review-Document Uploaded.  - Seller-01/30/2026
Open- - Due Diligence Vendor-01/19/2026
Open-The total amount of the 10% category fees ($XXX.XX) has increased by more than 10% over the current baseline value of ($XXX.XX). The total amount of fees in the 10% category cannot exceed ($XXX.XX). The following fee(s) have either increased from their baseline disclosure or have been recently added: (Title Endorsement Fee). Any increase to an existing fee and/or the addition of a new fee that causes the 10% category threshold to be exceeded cannot occur unless a new disclosure is provided and there is a valid changed circumstance associated with the increased fee(s) or new fee(s). (12 CFR 1026.19(e)(3)(ii); 12 CFR 1026.19(e)(3)(iv)).   - Due Diligence Vendor-01/19/2026
Open- - Due Diligence Vendor-01/19/2026
Ready for Review-Document Uploaded.  - Seller-01/30/2026
 
 
Resolved-Received PCCD with corrected fees.  Condition cleared.   - Due Diligence Vendor-02/02/2026
 
 
XXXXXXX XXXXXXXXXXX PCCD.pdf
   
XX
Primary Residence
Purchase
NA
7170109
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026092
Closed
2026-01-19 15:44
2026-01-28 11:17
Acknowledged
2 - Non-Material
Compliance
Missing Doc
ECOA: Most Recent Primary Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/28/2026
Open-ECOA Non-Compliant: Most Recent Primary Appraisal Not Provided to Applicant. ECOA: Most Recent Primary Appraisal Date of <<Appraiser_Signature_Date>> is after the Primary Appraisal Delivery Date of << Appraisal_Delivery_Date>>. - Due Diligence Vendor-01/19/2026
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/28/2026
 
 
     
XX
Primary Residence
Purchase
NA
7170563
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026085
Closed
2026-01-07 12:17
2026-01-07 20:25
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/08/2026
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/07/2026
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/08/2026
 
 
     
XX
Primary Residence
Purchase
NA
6965024
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026131
Closed
2026-01-27 12:50
2026-01-27 12:51
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/27/2026
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other Agencies. - Due Diligence Vendor-01/27/2026
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/27/2026
 
 
     
XX
Primary Residence
Purchase
NA
7316841
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026133
Closed
2026-01-27 12:16
2026-01-27 12:17
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/27/2026
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other agencies.
 - Due Diligence Vendor-01/27/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/27/2026
 
 
     
XX
Primary Residence
Refinance
Limited Cash Out - <1% of Loan Amount or $2000
7316235
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026102
Closed
2026-01-21 19:26
2026-01-21 19:27
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/22/2026
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other Agencies.
 - Due Diligence Vendor-01/22/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/22/2026
 
 
     
XX
Primary Residence
Purchase
NA
7229791
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026107
Closed
2026-01-22 08:09
2026-01-22 16:44
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor
 - Due Diligence Vendor-01/22/2026
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other Agencies. - Due Diligence Vendor-01/22/2026
 
Acknowledged-Acknowledged by Investor
 - Due Diligence Vendor-01/22/2026
 
 
     
XX
Primary Residence
Refinance
Cash Out - Other
7239715
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026127
Closed
2026-01-29 12:53
2026-01-29 12:53
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/29/2026
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P and A for all other Agencies.
 - Due Diligence Vendor-01/29/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/29/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7356833
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026123
Closed
2026-01-28 15:18
2026-01-28 15:19
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/28/2026
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other Agencies.
 - Due Diligence Vendor-01/28/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/28/2026
 
 
     
XX
Primary Residence
Purchase
NA
7339204
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026125
Closed
2026-01-26 05:49
2026-01-30 11:50
Resolved
1 - Information
Credit
Eligibility
Audited FICO is less than AUS FICO
Resolved-AUS and 1008 with 809 Qual Score received.  Condition Resolved.  - Due Diligence Vendor-01/30/2026
Resolved-Audited FICO of 809 is equal to or greater than AUS FICO of 809 - Due Diligence Vendor-01/30/2026
Ready for Review-Document Uploaded.  - Seller-01/29/2026
Open-Audited FICO of 809 is less than AUS FICO of 811 - Due Diligence Vendor-01/26/2026
Ready for Review-Document Uploaded.  - Seller-01/29/2026
 
 
Resolved-AUS and 1008 with 809 Qual Score received.  Condition Resolved.  - Due Diligence Vendor-01/30/2026
 
 Resolved-Audited FICO of 809 is equal to or greater than AUS FICO of 809 - Due Diligence Vendor-01/30/2026
 
 
XXXXXXXXXXX 1008.pdf
XXXXXXXXXXX DU #10.pdf
   
XX
Primary Residence
Purchase
NA
7291127
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026122
Closed
2026-01-29 06:43
2026-01-29 12:52
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/29/2026
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/29/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/29/2026
 
 
     
XX
Primary Residence
Purchase
NA
7346868
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026135
Closed
2026-01-28 10:34
2026-01-28 17:19
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/28/2026
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/28/2026
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-01/28/2026
 
 
     
XX
Primary Residence
Purchase
NA
7332806
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026084
Closed
2026-01-14 11:52
2026-01-15 12:19
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by investor
 - Due Diligence Vendor-01/15/2026
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/14/2026
 
Acknowledged-Acknowledged by investor
 - Due Diligence Vendor-01/15/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7090419
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026089
Closed
2026-01-22 17:13
2026-02-20 06:18
Resolved
1 - Information
Compliance
QM-ATR
ATR Risk - Employment validation/verification standards do not meet requirements
Resolved-ATR Risk - Employment validation/verification standards meet requirements - Due Diligence Vendor-02/20/2026
Resolved-Rebuttal indicates VVOE not required due to business being qualified with a loss.  Upon further review, condition is cleared.   - Due Diligence Vendor-01/30/2026
Ready for Review-XXXX XXXXX XXXXXXXXXX was qualified with a loss.  VOE not required. - Seller-01/29/2026
Open-ATR Risk - Employment validation/verification standards do not meet requirements Missing verification of borrower's 3rd listed self-employed business on loan application as required per guides. 1003 reflects borrower has owned business since XX/XX/XXXX. - Due Diligence Vendor-01/23/2026
Ready for Review-XXXX XXXXX XXXXXXXXXX was qualified with a loss.  VOE not required. - Seller-01/29/2026
 
Resolved-ATR Risk - Employment validation/verification standards meet requirements - Due Diligence Vendor-02/20/2026
 
 Resolved-Rebuttal indicates VVOE not required due to business being qualified with a loss.  Upon further review, condition is cleared.   - Due Diligence Vendor-01/30/2026
 
 
     
XX
Primary Residence
Purchase
NA
7256925
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026089
Closed
2026-01-22 20:04
2026-02-20 06:18
Resolved
1 - Information
Credit
Missing Doc
Borrower 1 3rd Party VOE Prior to Close Missing
Resolved-Borrower 1 3rd Party VOE Prior to Close Was Provided - Due Diligence Vendor-02/20/2026
Resolved-Rebuttal indicates VVOE not required due to business being qualified with a loss.  Upon further review, condition is cleared.   - Due Diligence Vendor-01/30/2026
Ready for Review-XXXX XXXXX XXXXXXXXXX was qualified with a loss.  VOE not required. - Seller-01/29/2026
Open-Borrower 1 3rd Party VOE Prior to Close Missing Missing verification of borrower's 3rd listed self-employed business on loan application as required per guides. 1003 reflects borrower has owned business since XX/XX/XXXX. - Due Diligence Vendor-01/23/2026
Ready for Review-XXXX XXXXX XXXXXXXXXX was qualified with a loss.  VOE not required. - Seller-01/29/2026
 
Resolved-Borrower 1 3rd Party VOE Prior to Close Was Provided - Due Diligence Vendor-02/20/2026
 
 Resolved-Rebuttal indicates VVOE not required due to business being qualified with a loss.  Upon further review, condition is cleared.   - Due Diligence Vendor-01/30/2026
 
 
     
XX
Primary Residence
Purchase
NA
7259680
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026089
Closed
2026-02-20 04:00
2026-02-20 04:00
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. S&P RA Only - Value grade equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-02/20/2026
 
Acknowledged-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. S&P RA Only - Value grade equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-02/20/2026
 
 
     
XX
Primary Residence
Purchase
NA
7714198
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026089
Closed
2026-01-22 12:55
2026-01-28 11:18
Acknowledged
2 - Non-Material
Compliance
Missing Doc
ECOA: Most Recent Primary Appraisal Not Provided to Applicant
Open-ECOA Non-Compliant: Most Recent Primary Appraisal Not Provided to Applicant. ECOA: Most Recent Primary Appraisal Date is after the Primary Appraisal Delivery Date. - Due Diligence Vendor-01/28/2026
Acknowledged-Acknowledged by investor. - Due Diligence Vendor-01/28/2026
 
Acknowledged-Acknowledged by investor. - Due Diligence Vendor-01/28/2026
 
 
     
XX
Primary Residence
Purchase
NA
7251065
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026083
Closed
2026-01-09 06:21
2026-01-09 06:21
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/09/2026
 
Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/09/2026
 
 
     
XX
Primary Residence
Purchase
NA
7001586
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026083
Closed
2025-12-22 14:50
2025-12-30 13:02
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-12/30/2025
 
Open-ECOA Non-Compliant: Appraisal present; no evidence appraisal was provided to applicant. This finding is non-material and will be rated a B for all agencies.   - Due Diligence Vendor-12/22/2025
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-12/30/2025
 
 
     
XX
Primary Residence
Purchase
NA
6745572
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026088
Closed
2026-01-20 10:43
2026-01-23 12:08
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/23/2026
 
Open-ECOA Non-Compliant: Appraisal present; no evidence appraisal was provided to applicant. Appraisal present; no evidence appraisal was provided to applicant. - Due Diligence Vendor-01/20/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/23/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7181630
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026126
Closed
2026-01-28 17:11
2026-01-30 12:30
Resolved
1 - Information
Compliance
Missing Doc
ECOA: Most Recent Primary Appraisal Not Provided to Applicant
Resolved-12/9/2025 Update or original report.  Condition Resolved. - Due Diligence Vendor-01/30/2026
Open-ECOA Non-Compliant: Most Recent Primary Appraisal Not Provided to Applicant. ECOA: Most Recent Primary Appraisal Date of XX/XX/XXXX is after the Primary Appraisal Delivery Date of XX/XX/XXXX. - Due Diligence Vendor-01/28/2026
 
Resolved-12/9/2025 Update or original report.  Condition Resolved. - Due Diligence Vendor-01/30/2026
 
 
     
XX
Primary Residence
Refinance
Limited Cash Out - <2% of Loan Amount or $2000
7340627
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026126
Closed
2026-01-28 16:15
2026-01-30 12:28
Resolved
1 - Information
Compliance
Disclosure
Appraisal Delivery Does Not Conform To E-Sign Act
Resolved-Evidence of receipt provided.  E Consent not applicable.  - Due Diligence Vendor-01/30/2026
 
Ready for Review-Document Uploaded.  - Seller-01/29/2026
 
Open-The appraisal was delivered electronically. E-Consent documentation is missing for borrower(s) or E-Consent not provided prior to appraisal delivery. - Due Diligence Vendor-01/28/2026
Ready for Review-Document Uploaded.  - Seller-01/29/2026
 
 
Resolved-Evidence of receipt provided.  E Consent not applicable.  - Due Diligence Vendor-01/30/2026
 
 
XXXXXXX XXXXXXXXXXX consent.pdf
   
XX
Primary Residence
Refinance
Limited Cash Out - <2% of Loan Amount or $2000
7340091
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026134
Closed
2026-01-28 15:07
2026-01-28 15:08
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Client. - Due Diligence Vendor-01/28/2026
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other Agencies. - Due Diligence Vendor-01/28/2026
 
Acknowledged-Acknowledged by Client. - Due Diligence Vendor-01/28/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7339003
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026090
Closed
2026-01-23 09:25
2026-01-23 14:33
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor? - Due Diligence Vendor-01/23/2026
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/23/2026
 
Acknowledged-Acknowledged by Investor? - Due Diligence Vendor-01/23/2026
 
 
     
XX
Primary Residence
Purchase
NA
7269814
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026093
Closed
2026-01-22 17:15
2026-01-30 07:49
Resolved
1 - Information
Property
Value
Missing Valuation Review Product - 1
Resolved-Received CU and LCA with valid scores.  Condition cleared.   - Due Diligence Vendor-01/30/2026
 
Ready for Review-Document Uploaded.  - Seller-01/29/2026
 
Open-A valid secondary valuation supporting the origination appraisal value is not present. - Due Diligence Vendor-01/22/2026
Ready for Review-Document Uploaded.  - Seller-01/29/2026
 
 
Resolved-Received CU and LCA with valid scores.  Condition cleared.   - Due Diligence Vendor-01/30/2026
 
 
XXXXXXXXXXX FNMA SSR.pdf
XXXXXXXXXXX FHLMC SSR.pdf
   
XX
Primary Residence
Purchase
NA
7257014
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026067
Closed
2025-11-14 10:52
2025-12-05 11:11
Waived
2 - Non-Material
Property
Property
Ineligible Property
Waived-Waived by Investor - Due Diligence Vendor-12/05/2025
Open-Guidelines do not allow properties zoned commercial, agricultural (> 5 acres), or mixed use.  Subject is zoned XX-X agriculture/residential with over XX acres. - Due Diligence Vendor-11/14/2025
XXXXXXX is comfortable waiving this exception.   - 12/05/2025
 
 
 
Waived-Waived by Investor - Due Diligence Vendor-12/05/2025
 
 
   
FICO 752;  CLTV/LTV XXX;  Cash Reserves $147k
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
6255431
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026067
Closed
2025-11-14 15:30
2025-11-14 15:33
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-11/14/2025
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P and A for all other agencies. - Due Diligence Vendor-11/14/2025
 
Acknowledged-Acknowledged by Investor. - Due Diligence Vendor-11/14/2025
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
6260379
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026066
Closed
2025-11-12 15:41
2025-11-24 05:31
Resolved
1 - Information
Credit
Title
Title Coverage is Less than Subject Lien(s) Total
Resolved-Received final title policy with sufficient coverage.  Condition cleared.  - Due Diligence Vendor-11/24/2025
Resolved-Title Coverage Amount of $XXXXXXX is equal to or greater than Total Amount of Subject Lien(s) $XXXXXXX - Due Diligence Vendor-11/24/2025
Ready for Review-Document Uploaded.  - Seller-11/22/2025
Open-Title Coverage Amount of $XXXXXXX is Less than Total Amount of Subject Lien(s) of $XXXXXXX Preliminary Title Coverage Amount of $XXXXXXX is Less than Total Amount of Subject Lien(s) of $XXXXXXX - Due Diligence Vendor-11/12/2025
Ready for Review-Document Uploaded.  - Seller-11/22/2025
 
 
Resolved-Received final title policy with sufficient coverage.  Condition cleared.  - Due Diligence Vendor-11/24/2025
 Resolved-Title Coverage Amount of $XXXXXXX is equal to or greater than Total Amount of Subject Lien(s) $XXXXXXX - Due Diligence Vendor-11/24/2025
 
XXXXXXX XXXXXXXXXXX XX.pdf
   
XX
Primary Residence
Purchase
NA
6230190
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026081
Closed
2025-12-01 12:33
2025-12-22 14:48
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Second Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-12/22/2025
 
Open-ECOA Non-Compliant: Secondary Appraisal present; no evidence appraisal was provided to applicant. This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-12/01/2025
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-12/22/2025
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
6432027
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026081
Closed
2025-12-01 12:33
2025-12-22 14:48
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-12/22/2025
 
Open-ECOA Non-Compliant: Appraisal present; no evidence appraisal was provided to applicant. This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-12/01/2025
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-12/22/2025
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
6432026
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026110
Closed
2026-01-29 13:35
2026-01-29 13:36
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Open-S&P RA Only - Value grade equals B, secondary product within tolerance.  This finding is graded B for S&P only and graded A for all other Agencies. - Due Diligence Vendor-01/29/2026
 
Acknowledged-Acknowledged by Investor - Due Diligence Vendor-01/29/2026
 
Acknowledged-Acknowledged by Investor - Due Diligence Vendor-01/29/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7357645
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026082
Closed
2025-11-26 07:50
2025-12-22 14:46
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-12/22/2025
 
Open-ECOA Non-Compliant: Appraisal present; no evidence appraisal was provided to applicant. This finding is non-material and will be rated a B for all agencies. - Due Diligence Vendor-11/26/2025
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-12/22/2025
 
 
     
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
6398111
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026082
Closed
2025-12-01 10:48
2025-12-01 15:50
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor
 - Due Diligence Vendor-12/01/2025
 
Open-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-12/01/2025
 
Acknowledged-Acknowledged by Investor
 - Due Diligence Vendor-12/01/2025
 
 
     
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
6429937
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026075
Closed
2025-11-24 09:18
2025-12-01 13:27
Resolved
1 - Information
Compliance
TRID Tolerance
Insufficient Tolerance Cure (50001026)
Resolved-Lender provided valid COC and the lender credit was corrected on the PCCD. Condition cleared. - Due Diligence Vendor-12/01/2025
Open- - Due Diligence Vendor-12/01/2025
Ready for Review-Document Uploaded.  - Seller-11/28/2025
Open-A Lender Credit for Excess Charges of ($XX.XX), Principal Reduction for Excess Charges of ($0.00), and general or specific lender credit increases of ($0.00) were applied to the total fee variance of ($XXX.XX) between the baseline disclosure and the actual fee amounts. Since the lender credits and principal reduction (if applicable) are less than the total fee variance amount, they are not sufficient to cure the variance. The Loan Estimate, dated XX/XX/XXXX, reflects a general Lender Credit of $X,XXX.XX in Section J. Post-Closing CD reflects a general Lender Credit of $X,XXX.XX in Section J. The loan file did not contain a valid COC to support the decrease. No evidence of a tolerance cure was provided in file. A tolerance cure of $430.00 is required. Provide Letter of Explanation, Proof of Refund, Corrected PCCD, and Proof of Delivery to Borrower. - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Ready for Review-Document Uploaded.  - Seller-11/28/2025
 
 
Resolved-Lender provided valid COC and the lender credit was corrected on the PCCD. Condition cleared. - Due Diligence Vendor-12/01/2025
 
 
XXXXXXX XXXXXXXXXXX LE and COC lender credit.pdf
   
XX
Primary Residence
Refinance
Limited Cash Out - <2% of Loan Amount or $2000
6361972
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026075
Closed
2025-11-24 09:18
2025-12-01 13:27
Resolved
1 - Information
Compliance
TRID Tolerance
Insufficient Tolerance Cure (50001028)
Resolved-Lender provided valid COC and the lender credit was corrected on the PCCD. Condition cleared. - Due Diligence Vendor-12/01/2025
Open- - Due Diligence Vendor-12/01/2025
Ready for Review-Document Uploaded.  - Seller-11/28/2025
Open-A Lender Credit for Excess Charges of ($XX.XX), Principal Reduction for Excess Charges of ($0.00), and general or specific lender credit increases of ($0.00) were applied to the total fee variance of ($XXX.XX) between the baseline disclosure and the last Closing Disclosure. Since the lender credits and principal reduction (if applicable) are less than the total fee variance amount, they are not sufficient to cure the variance. The Loan Estimate, dated XX/XX/XXXX, reflects a general Lender Credit of $X,XXX.XX in Section J. Post-Closing CD reflects a general Lender Credit of $X,XXX.XX in Section J. The loan file did not contain a valid COC to support the decrease. No evidence of a tolerance cure was provided in file. A tolerance cure of $430.00 is required. Provide Letter of Explanation, Proof of Refund, Corrected PCCD, and Proof of Delivery to Borrower. - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Open- - Due Diligence Vendor-11/24/2025
Ready for Review-Document Uploaded.  - Seller-11/28/2025
 
 
Resolved-Lender provided valid COC and the lender credit was corrected on the PCCD. Condition cleared. - Due Diligence Vendor-12/01/2025
 
 
XXXXXXX XXXXXXXXXXX LE and COC lender credit.pdf
   
XX
Primary Residence
Refinance
Limited Cash Out - <2% of Loan Amount or $2000
6361973
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026069
Closed
2025-11-24 10:35
2025-12-17 18:01
Acknowledged
2 - Non-Material
Credit
Insurance
Hazard Insurance Effective Date is after the Disbursement Date
Acknowledged-Acknowledged by Investor - Due Diligence Vendor-12/18/2025
Open-Hazard Insurance Effective Date of XX/XX/XXXX is after the Note Date of XX/XX/XXXX Loan funded XX/XX/XXXX, so effective date of XX/XX/XXXX is acceptable. - Due Diligence Vendor-11/24/2025
 
Acknowledged-Acknowledged by Investor - Due Diligence Vendor-12/18/2025
 
 
   
FICO 801;  Reserves $967k;  Residual Income $61k
XX
Primary Residence
Purchase
NA
6365721
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026111
Closed
2026-01-28 15:00
2026-02-06 09:51
Resolved
1 - Information
Compliance
QM-ATR
ATR Risk - Either Current Income or Current Assets must be utilized to meet ATR requirements
Resolved-Received additional assets.  Condition cleared.  - Due Diligence Vendor-02/06/2026
 
Resolved-ATR Risk - Current Income or Current Assets were considered - Due Diligence Vendor-02/06/2026
 
Open-ATR Risk - Either Current Income or Current Assets must be utilized to meet ATR requirements Verified Reserves are short of GL required amount. - Due Diligence Vendor-01/28/2026
 
Resolved-Received additional assets.  Condition cleared.  - Due Diligence Vendor-02/06/2026
 
 Resolved-ATR Risk - Current Income or Current Assets were considered - Due Diligence Vendor-02/06/2026
 
 
     
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7338927
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026111
Closed
2026-01-28 07:54
2026-02-06 09:51
Resolved
1 - Information
Credit
Eligibility
Insufficient Reserves Number of Months (Client Overlay)
Resolved-Received additional assets.  Condition cleared.  - Due Diligence Vendor-02/06/2026
 
Resolved-Audited Reserves of 51.95 month(s) are greater than or equal to Guideline Required Reserves of 3 month(s) allowed by client overlays. - Due Diligence Vendor-02/06/2026
 
Ready for Review-Document Uploaded.  - Seller-02/05/2026
 
Open-Audited Reserves of 2.08 month(s) are less than Guideline Required Reserves of 3 month(s) allowed by client overlays. - Due Diligence Vendor-01/28/2026
Ready for Review-Document Uploaded.  - Seller-02/05/2026
 
 
Resolved-Received additional assets.  Condition cleared.  - Due Diligence Vendor-02/06/2026
 
 Resolved-Audited Reserves of 51.95 month(s) are greater than or equal to Guideline Required Reserves of 3 month(s) allowed by client overlays. - Due Diligence Vendor-02/06/2026
 
 
XXXXXXXXXXX Reserves.pdf
   
XX
Primary Residence
Refinance
No Cash Out - Borrower Initiated
7327413
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026121
Closed
2026-01-27 16:05
2026-01-27 16:05
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/27/2026
 
Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/27/2026
 
 
     
XX
Primary Residence
Purchase
NA
7320075
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026114
Closed
2026-01-27 21:21
2026-01-27 21:22
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/28/2026
 
Open-S&P RA Only - Value grade equals B, secondary product within tolerance. This finding is graded B for S&P only and graded A for all other Agencies.
 - Due Diligence Vendor-01/28/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/28/2026
 
 
     
XX
Second Home
Refinance
No Cash Out - Borrower Initiated
7323250
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026105
Closed
2026-01-09 12:47
2026-01-23 12:03
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Appraisal Not Provided to Applicant
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/23/2026
Open-ECOA Non-Compliant: Appraisal present; no evidence appraisal was provided to applicant. File does not contain a waiver from borrower to receive a copy of the appraisal at least 3 business days prior to closing. File does not document when the appraisal was provided to the borrower. This finding is non-material and will be rated a B for all agencies.  - Due Diligence Vendor-01/09/2026
 
Acknowledged-Acknowledged by Investor.
 - Due Diligence Vendor-01/23/2026
 
 
     
XX
Second Home
Purchase
NA
7012388
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026115
Closed
2026-01-27 14:40
2026-01-27 14:40
Acknowledged
1 - Information
Property
Value
S&P value equals B, secondary product within tolerance
Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/27/2026
 
Acknowledged-S&P value equals B, secondary product within tolerance. This finding will be rated a B for S&P. All other agencies will be rated as A. - Due Diligence Vendor-01/27/2026
 
 
     
XX
Primary Residence
Purchase
NA
7318662
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026124
Closed
2026-01-30 18:17
2026-02-09 09:45
Acknowledged
2 - Non-Material
Compliance
Disclosure
ECOA: Appraisal Not Provided to Applicant
Acknowledged-Acknowledged post close. - Due Diligence Vendor-02/09/2026
 
Open-ECOA Non-Compliant: Appraisal present; no evidence appraisal was provided to applicant. - Due Diligence Vendor-01/31/2026
 
Acknowledged-Acknowledged post close. - Due Diligence Vendor-02/09/2026
 
 
     
XX
Primary Residence
Purchase
NA
7384597
Investor Post-Close
No
XXXXXXXX
XXXX
XXXX
XXXX
54903092026124
Closed
2026-01-30 17:41
2026-02-04 11:28
Resolved
1 - Information
Compliance
Missing Doc
PUD Rider is Missing
Resolved-Received PUD rider.  Condition cleared.  - Due Diligence Vendor-02/04/2026
 
Ready for Review-Document Uploaded. All documents were in the original submission  - Seller-02/04/2026
 
Open-Missing Mortgage Riders – PUD Rider - Due Diligence Vendor-01/30/2026
Ready for Review-Document Uploaded. All documents were in the original submission  - Seller-02/04/2026
 
 
Resolved-Received PUD rider.  Condition cleared.  - Due Diligence Vendor-02/04/2026
 
 
XXXXXXXXXXX Collateral.pdf
   
XX
Primary Residence
Purchase
NA
7384359
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026124
Closed
2026-01-30 15:43
2026-02-04 11:28
Resolved
1 - Information
Credit
Missing Doc
The Note is Missing
Resolved-Received Note.  Condition cleared.   - Due Diligence Vendor-02/04/2026
 
Resolved-The Note is Present - Due Diligence Vendor-02/04/2026
 
Ready for Review-Document Uploaded. All documents were in the original submission  - Seller-02/04/2026
 
Open-The Note is Missing - Due Diligence Vendor-01/30/2026
Ready for Review-Document Uploaded. All documents were in the original submission  - Seller-02/04/2026
 
 
Resolved-Received Note.  Condition cleared.   - Due Diligence Vendor-02/04/2026
 
 Resolved-The Note is Present - Due Diligence Vendor-02/04/2026
 
 
XXXXXXXXXXX Collateral.pdf
   
XX
Primary Residence
Purchase
NA
7382798
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026124
Closed
2026-01-30 15:58
2026-02-04 11:28
Resolved
1 - Information
Credit
Missing Doc
Missing Mortgage/Deed of Trust
Resolved-Received DOT.  Condition cleared.   - Due Diligence Vendor-02/04/2026
 
Resolved-The Deed of Trust is Present - Due Diligence Vendor-02/04/2026
 
Ready for Review-Document Uploaded. All documents were in the original submission  - Seller-02/04/2026
 
Open-The Deed of Trust is Missing - Due Diligence Vendor-01/30/2026
Ready for Review-Document Uploaded. All documents were in the original submission  - Seller-02/04/2026
 
 
Resolved-Received DOT.  Condition cleared.   - Due Diligence Vendor-02/04/2026
 
 Resolved-The Deed of Trust is Present - Due Diligence Vendor-02/04/2026
 
 
XXXXXXXXXXX Collateral.pdf
   
XX
Primary Residence
Purchase
NA
7382979
N/A
N/A
XXXXXXXX
XXXX
XXXX
XXXX
54903092026124
Closed
2026-02-04 11:23
2026-02-04 11:27
Resolved
1 - Information
Compliance
TRID Tolerance
Insufficient Change of Circumstance (50001252)
Resolved-Invalid finding.  Condition rescinded.  - Due Diligence Vendor-02/04/2026
 
Resolved-Resolved - Due Diligence Vendor-02/04/2026
 
Open-The amounts disclosed on the last Closing Disclosure for the following fee(s) have either increased above the amount disclosed within each fee(s) baseline disclosure OR have been added to the last Closing Disclosure and placed within the Cannot Increase Category: Verification Fee. Each fee within the Cannot Increase category cannot increase or be added unless a new disclosure is provided and there is a valid changed circumstance associated with the increased fee that is re-disclosed, or the creditor provides an additional credit for the increase in Closing Costs above the legal limit. (12 CFR 1026.19(e)(3); 12 CFR 1026.19(e)(4); 12 CFR 1026.19(f)(2)(v)). - Due Diligence Vendor-02/04/2026
 
Resolved-Invalid finding.  Condition rescinded.  - Due Diligence Vendor-02/04/2026
 
 Resolved-Resolved - Due Diligence Vendor-02/04/2026
 
 
     
XX
Primary Residence
Purchase
NA
7442846
N/A
N/A