Client Name:
           
Client Project Name:
SEMT 2026-10
     
Start - End Dates:
 
3/2/2026 - 7/9/2026
     
Deal Loan Count:
 
418
       
             
Conditions Report 2.0
         
             
Loans in Report:
 
418
       
Loans with Conditions:
289
       
             
0 - Total Active Conditions
       
             
             
             
588 - Total Satisfied Conditions
       
             
     
186 - Credit Review Scope
   
       
1 - Category: Ability to Repay/Qualified Mortgage
   
       
3 - Category: Application
   
       
23 - Category: Assets
   
       
16 - Category: Credit/Mtg History
   
       
31 - Category: DTI
   
       
45 - Category: Income/Employment
   
       
12 - Category: Insurance
   
       
12 - Category: Legal Documents
   
       
3 - Category: Re-Verifications
   
       
29 - Category: Terms/Guidelines
   
       
11 - Category: Title
   
     
37 - Property Valuations Review Scope
   
       
31 - Category: Appraisal
   
       
2 - Category: FEMA
   
       
3 - Category: Property
   
       
1 - Category: Value
   
     
365 - Compliance Review Scope
   
       
46 - Category: Ability to Repay/Qualified Mortgage
   
       
15 - Category: Compliance Manual
   
       
8 - Category: Documentation
   
       
1 - Category: Federal Consumer Protection
   
       
5 - Category: Finance Charge Tolerance
   
       
21 - Category: RESPA
   
       
13 - Category: Right of Rescission
   
       
2 - Category: State Consumer Protection
   
       
1 - Category: Texas Equity
   
       
13 - Category: Texas Home Equity
   
       
240 - Category: TILA/RESPA Integrated Disclosure
   
47 - Total Waived Conditions
         
             
     
27 - Credit Review Scope
   
       
3 - Category: Credit/Mtg History
   
       
1 - Category: DTI
   
       
10 - Category: Income/Employment
   
       
5 - Category: Insurance
   
       
2 - Category: Legal Documents
   
       
3 - Category: LTV/CLTV
   
       
3 - Category: Terms/Guidelines
   
     
4 - Property Valuations Review Scope
   
       
1 - Category: Appraisal
   
       
3 - Category: Property
   
     
16 - Compliance Review Scope
   
       
1 - Category: Documentation
   
       
4 - Category: RESPA
   
       
9 - Category: Right of Rescission
   
       
2 - Category: TILA/RESPA Integrated Disclosure
   
             
 
 
 
 
 
©2026 Clayton Services LLC. All rights reserved. Ownership and use of this report is governed by the legal agreement between Clayton and the party for which it was prepared. Any use not expressly authorized by such agreement, including reliance on this report by anyone other than such party, is prohibited.

Client Name:
                                                                       
Client Project Name:
SEMT 2026-10
                                                                     
Start - End Dates:
3/2/2026 - 7/9/2026
                                                                   
Deal Loan Count:
418
                                                                     
                                                                         
Conditions Report 2.0
                                                               
                                                                         
Loans in Report:
418
                                                                     
Loans with Conditions:  
289
                                                                     
                                                                         
Loan Number
Original Principal Balance
State
Initial Lender ATR/QM Status
Loan Level ATR/QM Status
Initial Securitization Overall Loan Grade
Final Securitization Overall Loan Grade
Initial Securitization Credit Loan Grade
Final Securitization Credit Loan Grade
Initial Securitization Property Valuations Loan Grade
Final Securitization Property Valuations Loan Grade
Initial Securitization Compliance Loan Grade
Final Securitization Compliance Loan Grade
Initial S&P Overall Loan Grade
Final S&P Overall Loan Grade
Initial S&P Credit Loan Grade
Final S&P Credit Loan Grade
Initial S&P Property Valuations Loan Grade
Final S&P Property Valuations Loan Grade
Initial S&P Compliance Loan Grade
Final S&P Compliance Loan Grade
Condition Category
Condition Sub Category
Condition Status
Initial Securitization Condition Grade
Final Securitization Condition Grade
Initial S&P Condition Grade
Final S&P Condition Grade
Condition Code
Condition Description
Condition Material Indicator
Initial Comments
Client/Seller Response Comments
Conclusion Comments
TRID Error Type
Cure Method
Compensating Factors
120945
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
Homeowners counseling organization list not provided
03/17/26 Client provided the XXX HC List.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Condition triggered due to missing LE(s) to allocate fees for correct testing, along with any COC(s), Rate Lock, SPL.
03/17/26 Client provided the missing XXX LE. Re-testing results in no violation.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
Condition triggered due to missing LE(s) to allocate fees for correct testing, along with any COC(s), Rate Lock, SPL.
03/17/26 Client provided the missing XXX LE. Re-testing results in no violation.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID3494
TRID - Loan Estimate Missing
No
Missing initial Loan Estimate provided to borrower within 3 days of initial 1003 and any, if applicable, any revised LE(s), COC, SPL and Rate Lock. If disclosures were emailed, please provide borrower's e-consent also.
03/17/26 Client provided the missing XXX LE.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5111
TRID - LE delivered only via e-mail but there is no prior e-sign consent in file; by regulation, LE must be treated as not delivered
No
03/17/26 Client provided the missing 1/9 LE, e-signed on XXX  The earliest evidence of e-consent in file is from the Initial CD XXX with consent accepted on XXX. Provide the missing e-consent for the XXX LE.
04/01/26 Client provided the missing, initial E-Consent.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing evidence payment $XXX (departure home) is full PITI + verify monthly $XXX
3/20 Client provided HOA and PITI
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121159
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
Property Valuations
FEMA
Satisfied
B
A
B
A
PRVAFEMA856
Natural Disaster Area, no subsequent inspection (Public)
No
Missing Post FEMA Disaster inspection dated after XXXSevere Winter Storm FEMA #XXX
3.13.2026 Client provided FEMA-XXX, Tennessee Disaster Declaration as of XXX showing designated Counties, subject County XXX showing in Public. Response, condition remains 3.24.2026 Client provided exterior Post Disaster inspection dated XXX with no damage along with exterior photos
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves exceed guidelines
 
121384
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
** 03/19/2026 review of Initial CD XXX Provide evidence the Initial CD was provided to the Co-Borrower.
03/24/2026 Client provided a printout of Package pre-closing reflecting Posted XXX and Expiration XXX.   Condition remains.  Provide evidence that the Co-Borrower received the Initial CD XXX.  03/26/2026 Client provided a copy of the email reflecting CD sent and Borrowers will need to receipt. Item is not dated and does not provide receipt by Co-Borrower.  Condition remains. Provide evidence the Co-Borrower received the Initial CD XXX04/02/26 Client provided an Email LOX from Seller. The Pre-Closing Package tracking shows both Borrowers were "Recipients" of the XXX package. Neither confirmed receipt, however mail rule waiting period applies and timing was met prior to Closing.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
121384
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
03/12/2026 Client provided Transaction and Borrower information tracking reflecting Preliminary CD created XXX and Borrower viewed the CD XXX   Condition remains.   Provide this missing Initial CD along with evidence of delivery to Co-Borrower. 03/19/2026 Client provided the missing Initial CD XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
121384
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
CD XXX is the only CD in file. Missing initial CD acknowledged by borrowers a minimum of 3 days prior to closing.
03/12/2026 Client provided Transaction and Borrower information tracking reflecting Preliminary CD created XXX and Borrower viewed the CD XXX.   Condition remains.   Provide this missing Initial CD along with evidence of delivery to Co-Borrower. 03/19/2026 Client provided the missing Initial CD XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
121385
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2900
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; XXX's status determination places loan in a riskier status than the Lender's status determination.
No
Missing copy of note to complete ATR.
4.14.2026 Client provided executed subject XXX Home Equity Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC195
Missing Note
No
Missing Note please provide a copy of executed Note.
4.14.2026 Client provided executed subject XXX Home Equity Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Affiliate Business Disclosure missing please provide.
04/15/26 Client provided an LOE from Lender stating their only affiliate was XXX and that was sold.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE119
XXX Equity - Affidavit of Fair Market Value not signed by lender
No
04/15/26 Client provided the missing XXX Affidavit, however document was not signed by the XXX. Provide the fully executed copy of the XXX Affidavit that includes the Lender Rep signature and date.
04/21/26 Client provided the XXX Affidavit signed by Lender at closing.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE303
XXX - incorrect version of XXX XXX notice provided
No
MissingXXX notice
04/15/26 Client provided the missing Notice Concerning Extensions of Credit.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE323
XXX - Prohibited graduated payments
No
Triggered due to missing Note
4.14.2026 Client provided executed subject XXX Home Equity Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
XXX Home Equity
Satisfied
D
A
D
A
CMPTXHE114
XXX - Missing Notice Concerning Extensions of Credit (12-Day)
No
Missing Notice Concerning Extensions of Credit please provide.
04/15/26 Client provided the missing Notice Concerning Extensions of Credit.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
XXX Home Equity
Satisfied
D
A
D
A
CMPTXHE117
XXX - Missing Affidavit of Fair Market Value
No
Missing Affidavit of Fair Market Value please provide.
04/15/26 Client provided the missing XXX Affidavit.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
CD XXX es XXX Final CD XXX signed XXX.
4.14.2026 Client provided executed subject XXX Home Equity Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Credit
Insurance
Satisfied
D
A
D
A
CRDINSR2400
Missing Flood Certification Document
No
Missing flood certification.
4.14.2026 Client provided subject Flood Certificate Document, flood zone X500
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121386
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing updated third-party property valuation product. Appraised value of $XXX to be supported.
4.21.2026 Client provided snippet of guidelines where CU Score is allowed.  Response, CU score was not found in file. Condition remains 4/27 Client provided a CU score of 1.8 supporting the appraisal
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
120946
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR171
Subject Photos Unacceptable
No
Subject Photos are missing
4.3.2026 Client provided executed full complete copy of subject appraisal including all applicable pages, photos, license, etc.
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying score XXX; guidelines allow XXX
 
120946
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR101
Appraisal incomplete (missing map, layout, pages, etc)
No
Appraisal not scanned in properly. Provide full report, all pages, including maps, license, photos, etc. May be subject to additional conditions upon review.
4.3.2026 Client provided executed full complete copy of subject appraisal including all applicable pages, photos, license, etc.
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying score XXX; guidelines allow XXX
 
120946
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR167
Appraisal not Signed
No
Appraisal not Signed
4.3.2026 Client provided executed full complete copy of subject appraisal including all applicable pages, photos, license, etc.
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying score XXX; guidelines allow XXX
 
120946
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR173
Comp Photos Unacceptable
No
Comp Photos are missing
4.3.2026 Client provided executed full complete copy of subject appraisal including all applicable pages, photos, license, etc.
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying score XXX; guidelines allow XXX
 
120947
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3640
TRID - CD: Zero tolerance fee or fees increased at or prior to closing without a valid reason or the revised LE/CD was not timely disclosed; insufficient credit or refund provided
No
Zero tolerance in the amount of $XXX due to initial increase in Discount Points on LE XXX to CD XXX with no valid COC or Rate Lock extension in file. Further Discount Points increase and Credit Report increase is covered by Lender's credit for tolerance cure in the amount of $XXX. Condition is pending receiving a valid Change of Circumstances/ Rate Lock extension or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
04/02/26 Client provided a XXX COC indicating borrower requested a Loan Amount increase which increased the Points.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
120947
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing a CDA or CCA supporting appraised value of $XXX.
3/26 Client provided a CU score of 1.1; Loan was UW to LP and an LCA score is required; condition remains 3.27.2026 Client provided Lender rebuttal stating CU Score 1.1, so a CDA wasn't required per their guidelines.  Response, CU Score is acceptable with a DU approval, file was reviewed with LP approval and LCA score < 2.5 is required.  Condition remains 4.1.2026 Client provided 3rd party CDA valuation supporting appraised value with XXX% variance
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
120948
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD
04/03/2026 Client provided missing Initial CD XXX and CD XXX with COC.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120948
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Final CD XXX singed at closing on XXX is the only CD in file. Missing initial CD issued XXX and a revised CD XXX per disclosure tracking in file.
04/03/2026 Client provided missing Initial CD XXX and CD XXX with COC.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120948
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due to added Discount Points on Final CD XXX. Per tracking disclosure in file, an initial CD XXX was issued but is missing. Discount Points were not disclosed timely to the borrower. Condition is pending receiving Initial CD XXX and relevant COC's or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information
04/03/2026 Client provided missing Initial CD XXX and CD XXX with COC for extension fee added to points.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120948
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST3078
Insufficient # of months cash reserves for PITI per guideline requirements
No
Missing an additional $XXX in borrower funds to meet the program reserves requirement due to deducting XXX 30-day open balance ($XXX) from borrower funds; $XXX effective verified (after XXX bal deduction) with $XXX required to close results in $XXX reserves with ($XXX * XXX) $XXX reserves required.
4.2.2026 Client provided updated 1003/DU adding additional assets w/XXX Trust assets dated XXX; sufficient reserves have been verified
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120948
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Credit
Title
Satisfied
C
A
C
A
CRXXXL875
Title Does Not Agree With Mortgage
No
Title evidence reflects wrong loan amount of $XXX; actual loan amount is $XXX.
4.2.2026 Client provided updated Title with correct proposed amount of insurance of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120949
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
B
B
A
A
C
B
C
B
B
B
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
120949
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
B
B
A
A
C
B
C
B
B
B
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero Tolerance Fee of $XXX due to Credit Report fee increased to $XXX on Initial CD  XXX from $XXX on Last LE XXX without a COC in file. Lender Credit not indicated on Final CD XXX; Corrected PCD, LOX, & refund missing.
04/02/26 Client provided a XXX PCCD with cure, LOE, $XXX check and Tracking (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
120949
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
B
B
A
A
C
B
C
B
B
B
A
A
C
B
Credit
Credit/Mtg History
Waived
B
B
B
B
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Missing 0x30 housing payment history or evidence from owner of borrowers' primary residence that they have no rent/payment obligation for the past XXX months.
3/27 Client provided an Email That a XXX month history is not required; However, loan is UW to XXX 30 y which requires a XXX month housing4/8 Client provided  an approved exception to allow the file without the VOR
XXX final grade is B
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
120950
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.  REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is 80%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per Disclosure Tracking and COC in file, a revised Loan Estimate was issued on XXX which is missing
03/20/26 Client provided the missing XXX LE.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
03/20/26 Client provided the missing XXX Initial CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
File is missing Initial CD acknowledged by borrowers a minimum of 3 days prior to closing
03/20/26 Client provided the missing XXX Initial CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due to Tax Service Fees increased on CD XXX without a valid COC in file. Condition pending receipt of a valid Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
03/25/26 Client provided a duplicate copy of the XXX COC. Condition remains. The COC does not reflect a valid reason for the increased Tax Related Service Fee in Section A. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery.04/01/26 Client provided a XXX PCCD with cure credit, LOE to borrower and loan disbursement instructions. Condition remains for a copy of the $XXX check and proof of delivery.04/03/26 Client provided the $XXX check. Condition remains for proof of delivery.04/08/2026 Client provided a copy of the Disclosure tracking and collaborate Seller comment: Post-CD sent via XXX Condition remains.  Provide Lenders signed attestation of delivery via XXX including date mailed. 04/14/26 Client provided a signed LOE stating the package was mailed on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Credit
Application
Satisfied
D
A
D
A
CRDAPP3822
Missing or incomplete documentation related to citizenship/residency
No
Missing evidence of XXX status and lawful residency for both borrowers.
3/20 Client provided XXX cards for each Bwr
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC2488
Verbal verification of employment missing
No
Missing VOE for B2 W2 employment with XXX
3/20 Client provided VVOE for B1has B1 name and B2 job ; Condition remains for VVOE for B23.24.2026 Client provided VVOE for B1 dated 3.3.2026 w/Employer XXX, no VVOE was provided for B2, VVOE says for XXX.  Condition remains for B2 (XXX) VVOE w/employment w/XXX3.25.2026 Client provided VVOE for B2 w/employment XXX dated XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing AUS Findings:  DU XXX from file.
3.31.2026 Client provided Lender updated 1008 showing AUS as LP and LP AUS in loan file along with LCA Risk Score 2.5; file reviewed to LP
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120951
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing updated valuation supporting appraisal value of $XXX due to CU Score 5, which is over 2.5.
3.31.2026 Client provided Lender updated 1008 showing AUS as LP and LP AUS in loan file along with LCA Risk Score 2.5
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX /XXX months in verified assets is sufficient to cover required XXX months reserves
 
120952
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC3268
Note in file is incomplete
No
Note pgs 1-2 missing; pertinent info per enclosed docs for testing purpose; re-review required receipt of missing complete Note.
3.31.2026 Client provided subject Note pages 1 & 2
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITIA $XXX = XXX months reserves > program requirement of XXX months ($XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
120952
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fee that should be disclosed in Section C is not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITIA $XXX = XXX months reserves > program requirement of XXX months ($XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
120952
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
File is missing verification of the current monthly payment for new HELOC with XXX for property located at XXX. ($XXX  per 1003).
3.26.2026 Client provided copy of HELOC documents along with LOX stating HELOC payment was calculated using interest only payment for monthly $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITIA $XXX = XXX months reserves > program requirement of XXX months ($XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
120952
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2862
Copy of Note in file is incomplete
No
Note pgs 1-2 missing; pertinent info per enclosed docs for testing purpose; re-review required receipt of missing complete Note.
3.31.2026 Client provided subject Note pages 1 & 2
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITIA $XXX = XXX months reserves > program requirement of XXX months ($XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
120952
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Final AUS to reflect 24 month average of RSU earnings ($XXX).
3.26.2026 Client provided Lender LOX rebuttal regarding RSU income calculation and provided copy of their RSU income calculation worksheet (in file pg 383) stating no changes are needed for the RSU income. Response, with review of RSU worksheet, file is missing the documentation lender used for the calculation on this worksheet, missing 200 day stock price supporting $XXX (being used on worksheet) and (b). missing 2024/2025 # of RSU shares that is being used on Lender RSU income calculation.  Note: DD Firm was using end of year 2025/2024 average of paystub however per DU requires vesting schedule and 200 day moving average price for calculation 3.31.2026 Client provided documentation supporting stock price of $XXX and total stock shares of XXX x $XXX divided by XXX for monthly of $XXX which was used by Lender (and reflected as such on RSU income worksheet), RSU income used by Lender accepted and updated DU not required since using Lender monthly income.
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITIA $XXX = XXX months reserves > program requirement of XXX months ($XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
120953
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
Loan originated with the same lender, incorrect H8 ROR form was used instead of H9 form.
03/17/26 Client provided an approved exception for the incorrect ROR Form used.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX  X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX Years at Current Residence
 
120954
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Lender Credit decreased from CD XXX $XXX to final CD XXX $XXX. No COC provided listing amount of Credit decrease or sufficient details as to why Credit decreased. Condition pending receipt detailed COC with Credit decrease validated or Post CD reflecting lenders cure, LOX, Total Refund of $XXX w/ Proof of Delivery.
04/03/26 Client provided the missing Lock updates and COCs reflecting the Lock Extensions with pricing adjustments.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
120954
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR171
Subject Photos Unacceptable
No
Subject property photos are missing from the appraisal report.
3.27.2026 Client provided updated full copy of subject appraisal with all applicable photos
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
120954
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR4789
Appraisal Deficiency
No
Missing location map, appraiser's license, and Appraiser E & O Insurance.
3.27.2026 Client provided updated full copy of subject appraisal, including location map, appraiser's license, and Appraiser E & O Insurance
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
120954
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR173
Comp Photos Unacceptable
No
Comparable photos are missing from the appraisal report
3.27.2026 Client provided updated full copy of subject appraisal with all applicable photos
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
121161
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
B
A
B
A
B
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
The file does not contain a copy of the Affiliate Business Disclosure. Fact sheet on file has an affiliate, Lender is not included on the Affiliated Lender List.
04/08/2026 Client provided missing Affiliated Business Disclosure.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
121161
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
B
A
B
A
B
A
A
A
B
A
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC2408
Income verification does not meet guidelines
No
Missing 2025 1040 complete with schedule C, per income worksheet, Income to be recalculated
4.13.2026 Client provided 2025 1040 for calculation of Schedule C income and are signed dated, income used for qualifying is Schedule C and 1120 income (w2 income only from 1120)
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
121162
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Missing revised LE to correspond with COC dated XXX referencing increase in appraisal fee by $XXX.
03/04/26 Client provided the missing XXX LE.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
121162
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in amount of $85 due to increase in Appraisal fee from $XXX on LE XXX to $XXX on CD XXX with no valid reasons documented on COC XXX. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
03/04/26 Client provided a missing XXX LE and duplicate copy of the XXX COC. Condition remains. The COC does not reflect a valid change in circumstance explanation/reason for the increased Appraisal Fee. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery that includes tracking.03/26/26 Client provided a XXX PCCD with cure, $XXX check, LOE and proof of shipment.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
121163
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Provide an additional consecutive months bank statement for XXX#XXX; XXX#XXX; XXX#XXX, XXX#XXX; XXX#XXX; XXX#XXX for complete two months bank statements.
3.31.2026 Client provided Account check dated 1.13.2026 with updated 60 day balances which is also the same balances for accounts requested and being used on Final 1003.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline  minimum of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of work for XXX years
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
121164
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
121165
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE119
XXX Equity - Affidavit of Fair Market Value not signed by lender
No
Missing Lenders signature on XXX Equity - Affidavit of Fair Market Value.
03/19/2026 Client provided the Affidavit of Fair Market Value signed by lender.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI.  6 months required
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX
 
121166
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
RESPA
Waived
B
B
B
B
CMPRESPA2700
RESPA - List of homeowners counseling organizations not provided w/in 3 days of application
No
Application date XXX. Initial HCO list in file dated XXX
4/7/26 Client provided an approved exception for HOCL not provided timely to the borrower
4/7/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121166
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3552
TRID - Loan Estimate not timely
No
Initial application date is XXX. Earliest LE in file is dated XXX. Missing initial LE provided to the borrower within 3 days of application and, if applicable, any revised LE(s) issued prior to LE XXX
04/13/26 Client provided the XXX Initial LE and SPL.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121166
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD
04/13/26 Client provided the Initial XXX CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121166
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Missing initial CD acknowledged by all title holders min 3 days prior to closing date.
04/13/26 Client provided the Initial XXX CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121167
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2900
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; XXX's status determination places loan in a riskier status than the Lender's status determination.
No
Lender ATR/QM is exempt.  Exempt determinations are not eligible.  Provide acceptable ATR/QM determination
3.12.2026 Client provided Lender Loan Detail Report w/QM Safe harbor status
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
121167
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-Paid fees indicated on Seller CD are not disclosed on page 2 of the Borrowers Final CD.
(No Data)
Condition satisfied. File contains the Seller CD and Final Settlement Statement reflecting the Seller paid fees. Charges were included in the fee testing with no violation.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
121167
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Missing vor for most recent XXX months confirming  0X30.
3.26.2026 Client provided current VOR covering XXX- XXX(covering XXX months) however missing the additional XXX  months to cover XXX months rental payment history. 4/1 Client provided an approved exception to allow the file without the VOR
XXX final grade is B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
121167
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Credit
Insurance
Satisfied
C
A
C
A
CRDINSR289
Insufficient Hazard Insurance Coverage
No
Loan amount  $XXX exceeds hazard coverage $XXX with no indication of rebuild cost.
3.12.2026 Client provided HOI estimated replacement cost worksheet, HOI reflect sufficient coverage
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
121167
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Credit
Re-Verifications
Satisfied
C
A
C
A
CRDRVRFC1803
Debts/Obligations that were not discl at origination revealed through independent re-verification
No
Provide documentation that Borrowers do not or have never owned XXX or XXX Properties were located on 3rd party Data Verify.
3.12.2026 Client provided Borrower LOX stating this is my parents home and provided the Property profile reflecting owner of XXX and XXX. (parents and Mom and borrower both name is XXX), condition remains to verify XXX not belonging to our borrower. Note: both of these properties XXX and XXX reflect as Borrower current address residence shown on address history of credit report. 3/17 Client provided evidence the XXX is not owned by Borrowers;  Condition remains for XXX3.26.2026 Client provided property profile verifying owner of XXX as XXX. & XXX (Borrower and mom having same 1st name)
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
121168
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
B
A
C
A
A
A
C
A
B
A
C
A
A
A
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER146
Missing lender's loan approval/underwriting form
No
Missing 1008 Transmittal form Loan File
4.16.2026 Client provided lender 1008
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying score XXX, guidelines allow XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
121168
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
B
A
C
A
A
A
C
A
B
A
C
A
A
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR119
Appraisal documentation does not support occupancy
No
Note date XXX. The appraisal reflects 'Vacant' and states: The subject is new construction completed XXX .' The photos appear to reflect occupied. Appraisal to confirm vacant and address photos, if so. If vacant, Lender to provide where Borrower is currently living / expense etc, as per 1003, no REO. May be subject to additional conditions upon review.
4.22.2026 Client provided LOX stating documents uploaded however no documents found, please re-send. 4/23 Client provided the revised appraisal showing Owner occupied
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying score XXX, guidelines allow XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
121169
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2900
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; XXX's status determination places loan in a riskier status than the Lender's status determination.
No
Lender : QM SH APORXXX: Non QM due to XXX% fees exceeds XXX%
04/10/26 Client provided an LOE from XXX with a new Discount Points Fee Disclosure. Reviewed by internal Compliance counsel and re-tested with no violation.
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121169
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2970
TILA - Loan is a non-QM loan with documented ATR UW factors; points and fees exceed client's 3% guideline.
No
XXX% fees exceeds XXX%
04/07/2026  Client provided rebuttal with copy of Bona Fide page of XXX and screen print of Discount points excluded XXX.  Beginning rate before discount XXX with Note rate of XXX results in Discount per point of XXX. Client standard is XXX and does not meet Client Standard.  Per review by Internal Compliance, condition remains.  Provide points built into the Starting Interest Rate and a rate sheet, or other evidence that the starting Interest Rate was available for re-review.04/10/26 Client provided an LOE from PCB with a new Discount Points Fee Disclosure. Reviewed by internal Compliance counsel and re-tested with no violation.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121169
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Missing Affiliate Business Disclosure
04/07/2026 Client provided a signed Lender Attestation of no Affiliates.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121169
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due to Discount Points increased on CD XXX. A COC dated XXX is in file addressing the increase; however, the corresponding revised CD is missing from file. Condition is pending receipt of missing CD, or or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
04/07/2026 Client provided missing CD XXX reflecting increased loan amount resulting in same points with new fee amount.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121170
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
B
B
D
B
D
A
A
A
B
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
Per title commitment, loan originated with the same lender. Incorrect H8 ROR form was used instead of H9 form
3/20/26 Client provided an approved exception for using incorrect ROR form
3/20/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgages
 
121170
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
B
B
D
B
D
A
A
A
B
B
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC2496
Verbal verification of employment completed outside the stated requirements and/or after closing/funding
No
Provide completed VVOE from XXX.
3.24.2026 Client provided VVOE along with XXX License dated XXX for B1
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgages
 
121170
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
B
B
D
B
D
A
A
A
B
B
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Provide XXX statements to verify Capital Gains will be continuing and to verify XXX.Provide XXX Profit and Loss for B1 signed by Borrower.  The one in file is not signed.
3.24.2026 Client provided Lender income worksheet, which was for a separate condition. Initial condition still remains 3.31.2026 Client provided executed end of year XXX P/L for Schedule C (B1) supporting income used and provided XXX #XXX two months (XXX and XXX XXX) with balance of $XXX; income use of Capital Gains income of $XXX; condition remains for assets to support Capital Gains income continuance that is being used for qualifying, per Schedule D (2024) majority of Capital Gains appears to be from LT Gain on Excess Distributions, please clarify this description and to support it as being continued.  4.14.2026 Client provided an 1003/1008 and income worksheet however due to file having several different income types, unable to determine reason for this updated 1003/1008; condition remains for clarification of reason for updated documents due to prior update was not requesting an updated 1003/1008. 4/16 Client provided updated income WS using XXX and removing XXX int income  and schedule E, with Schedule Cs
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgages
 
121170
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
B
B
D
B
D
A
A
A
B
B
Credit
Terms/Guidelines
Satisfied
C
A
C
A
CRDTER3122
Loan documents do not meet guideline requirements
No
Missing Income Worksheet
3.24.2026 Client provided Lender income calculation worksheet
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgages
 
121171
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Missing Affiliate Business Disclosure.
04/01/2026 Client Provided a sign LOE stating Lender has no Affiliated Businesses.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121171
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
XXX% tolerance in the amount of $XXX due to an increase in Recording Fees without a valid COC in file. Condition pending receipt of a valid Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
04/01/2026 Client provided PCCD XXX with cure, copy of cure check and shipping label.  Condition remains for LOE to Borrower.04/08/26 Client provided the missing LOE.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121387
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years, XXX months at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
1. Missing the evidence to verify exclusion of the departure residence PITIA payment as required by the liabilities section of the XXX Program guidelines. a) Letter of Intent from borrower to sell the departure within 90 days of close date XXX, or a copy of the current listing. b) evidence of XXX% equity after deducting UPB. 2. Provide evidence to verify the full PITIA payment for the departure residence in order to properly calculate the required reserves for the program. Missing Final CD from the sale of XXX showing payoff of XXX in order to exclude payment from XXX.
5/4 Client provided evidence the departure residence was sold
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on settlement statement but all required seller-paid fees were disclosed on final CD dated XXX Added Seller-Paid fees from ALTA)
(No Data)
Exception Satisfied, seller fees have been sourced on the Alta Settlement Statement.
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST205
Insufficient Funds to Close
No
Missing an additional $XXX in liquid funds required to close; $XXX liquid verified with $XXX required per final CD; additional exception fired for reserves requirement.
4.29.2026 Client provided additional assets with XXX #XXX and XXX #XXX dated XXX and XXX supporting sufficient liquid funds to close, same as stated on Final 1003
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST3078
Insufficient # of months cash reserves for PITI per guideline requirements
No
Missing an additional $XXX in borrower funds required for reserves. Only $XXX effective verified with $XXX required to close, resulting in $0 reserves; $XXX * XXX + REO departure residence exclusion program $XXX * XXX = $XXX required reserves in addition to the funds required to close exception.
4.29.2026 Client provided additional assets with XXX #XXX and XXX #XXX dated XXX and XXX supporting sufficient liquid funds to close, same as stated on Final 1003 and verified reserves are now $XXX or XXX months
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
Credit/Mtg History
Waived
B
B
B
B
CRDCRMH3000
# of Tradelines Does Not Meet Guideline Requirements
No
B2 is missing the minimum required trades required by the XXX Program in order to use their qualifying income; B2 only has one tradeline reporting as they attest to no primary housing payment and being a first time home buyer on the Final Application. XXX exception request approved XXX states an additional condition of All other program guidelines apply. XXX XXX review determines that due to additional guideline violations of missing required funds to close and reserves and missing required evidence to not include the departure residence PITIA, the request for approval cannot be deemed valid.
5/4 Client provided an approved exception to allow the file with only 1 trade for B2
XXX final grade is B
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
XXX
Satisfied
C
A
C
A
CRDXXX187
Debt Ratio > 60%
No
62.49% XXX exceeds the XXX Program max of XXX% due to excluding B2s qualifying income of $XXX/mo.; guidelines require each borrower contributing income for qualifying must meet the minimum tradeline requirement. B2 only has one of the 3 tradelines required.  See tradeline exception explaining review not validating the tradeline requirement approved exception request for more detail.
5/4 Client provided an exception to allow B2 with 1 tradeline income corrected XXX XXX
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
1. Missing the evidence to verify exclusion of the departure residence PITIA payment as required by the liabilities section of the XXX Program guidelines. a) Letter of Intent from borrower to sell the departure within 90 days of close date XXX, or a copy of the current listing. b) evidence of XXX% equity after deducting UPB. 2. Provide evidence to verify the full PITIA payment for the departure residence in order to properly calculate the required reserves for the program.
5/4 Client provided evidence the departure home was sold XXX
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121388
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
Insurance
Waived
B
B
B
B
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
Coverage effective date XXX6. Closing date XXX.
4.22.26- Hazard insurance not in effect at time of closing, however valid at time of delivery to XXX for Purchase review.
4.22.26- waived.
Not Applicable
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121389
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR167
Appraisal not Signed
No
Provide signed appraisal
4/3 Client provided the complete signed appraisal with photos and all attachments
satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX with current business since XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXXin reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121390
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage history 0x30xXXX
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower at current employment XXX years
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121391
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Credit
Income/Employment
Waived
C
B
C
B
CRDINC888
Income Amount is  Unsupported by Documentation in File
No
Wages from XXX are included as XXX income for XXX, XXX. File is missing verification of employment from XXX and/or documentation clarifying how XXX is tied to the borrower's business XXX, XXX
4.2.2026 Client provided 2025/2024 w2's for XXX, XXXand duplicate (in file) Cash Flow income analysis for XXX XXX and SOS for XXX however initial condition items/documentation was not addressed or provided. Condition remains4/27 Client provided an exception to allow the file without the updated documents
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121391
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER111
Ownership seasoning does not meet minimum per guidelines
No
File is missing evidence borrower is owner of XXX to support ownership seasoning of subject property.
4/23 Client provided Company profile and Tax status report showing Bwr as owner
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121172
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX  or XXX months PITI.  XXX months required.
 
121173
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt updated HOI policy on subject.
5/20 Client provided an UW cert confirming the $XXX is the correct premium
satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1: XXX years same line of workB2: XXX years same line of workB3: XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121173
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Right of Rescission
Satisfied
B
A
B
A
CMPROR2043
Cannot determine if funding date is after rescission period
No
Condition triggered due to missing ROR in file.
05/13/26 Client provided the missing, fully executed ROR forms.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1: XXX years same line of workB2: XXX years same line of workB3: XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121173
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Right of Rescission
Satisfied
D
A
D
A
CMPROR5345
ROR - Missing or Incomplete Right of Rescission form
No
Lender to provide missing right of recission executed by all titleholders
05/13/26 Client provided the missing, fully executed ROR forms.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1: XXX years same line of workB2: XXX years same line of workB3: XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121173
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
05/13/26 Client provided the missing, fully executed ROR forms. Lender used H-8 ROR forms in refinance with the same Creditor, per the prior Deed of Trust. Correct H-9 ROR forms are required.
05/13/26 Client provided an approved exception for the incorrect H-8 ROR forms used.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1: XXX years same line of workB2: XXX years same line of workB3: XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121173
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Insurance
Satisfied
D
A
D
A
CRDINSR3278
Hazard Insurance documentation in file is incomplete
No
Provide HOI policy that reflects $XXX monthly, as shown escrowed on Final CD. Policy in file = $XXX monthly.Subject to XXX and reserves recalc and may be subject to additional conditions upon review.
5/18 Client provided an LOX that the amount on CD was an estimate and the actual policy was much lower as used to qualify; Provide a UW Cert confirming the correct ins premium amount was used. 5/20 Client provided an UW cert confirming the $XXX  is the correct premium
Satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1: XXX years same line of workB2: XXX years same line of workB3: XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121174
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing complete income documentation.
4.1.2026 Client provided executed P/L's for business: XXX and XXX however XXX P/L for XXX  reflect a loss of -$XXX(loss), missing Lender/Borrower LOX regarding this loss for XXX/XXX from XXX.  Upon receipt and review XXX and XXX P/L income to be further reviewed, after receipt of LOX 4.28.2026 Client provided copy of amended and restated Company Agreement for business XXX effective as of XXX and business was formed on XXX supporting Borrower having XXX% ownership; P/L previously  provided for XXX was for two months XXX/XXX that reflect a loss of -$XXX and was not considered in the calculation of income (Borrower having XXX% ownership) 2ndary XXX (XXX% owner) in which P/L was not required and XXX 30 YR guidelines states for 2ndary to follow FNMA however by definition not XXX.  Condition remains for end of year XXX P/L for Primary XXX  w/XXX, P/L that was previously provided was same in file through XXX however should cover through end of XXX.  Missing end of year XXX P/L for Primary XXX income w/XXX supporting no declining in income and supporting monthly income being used for qualifying. 4/28 Client provided an exception to accept the p&L through XXX.
Satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
121174
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
Missing complete XXX business returns for XXX
4.1.2026 Client provided executed completed copy of XXX 1065 business returns for XXX supporting loss of -$XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
121174
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Credit
Income/Employment
Waived
D
B
D
B
CRDINC3258
Missing Profit and Loss statement for one or more XXX borrowers
No
Missing XXXyear end P&L for XXX and for XXX P&L's provided are incomplete per income calculator net income is $XXX, 2 P&L were provided and net income is not supported.
4.1.2026 Client provided executed P/L's for business: XXX and XXX however XXX P/L for XXX  reflect a loss of XXX (loss), missing Lender/Borrower LOX regarding this loss for XXX/XXX XXX from XXX.  Upon receipt and review XXX and XXX P/L income to be further reviewed, after receipt of LOX 4.3.2026 Client provided Borrower LOX clarification regarding XXX having XXX% owner in XXX however initial update was regarding loss of -$XXX w/XXX which appears to not be considered.  Condition remains, upon receipt and review, income is still under review.  4.20.2026 Client provided lender LOX stating , Borrower having XXX% of that business: XXX.  Response, Initial condition requested for end of year XXXP/L and P/L that was provided was same in file (XXX) with Note date XXX; condition remains (1). end of year XXX P/L is required for XXX (Primary income), currently having through XXX, missing end of year XXX P/L and (b). regarding P/L loss of -$XXX that was not considered for XXX, lender is stating Borrower having XXX% ownership (missing evidence of ownership for review) and (3). XXX/XXX P/L reflecting two months history for XXX, XXX with a Total loss of -$XXX please clarify these other businesses listed (XXX, XXX) on the P/L that is being used to offset the large loss of -$XXX for total loss of -$XXX(in which neither loss is being considered), upon receipt review, income still under review. 4.28.2026 Client provided copy of amended and restated Company Agreement for business XXX effective as of XXX and business was formed on XXX supporting Borrower having XXX% ownership; P/L previously  provided for XXX was for two months XXX/XXX that reflect a loss of -$XXX and was not considered in the calculation of income (Borrower having XXX% ownership) 2ndary XXX (XXX% owner) in which P/L was not required and XXX 30 YR guidelines states for 2ndary to follow FNMA however by definition not XXX.  Condition remains for end of year XXX P/L for Primary XXXX w/XXX, P/L that was previously provided was same in file through XXX however should cover through end of XXX.  Missing end of year XXX P/L for Primary XXX income w/XXX supporting no declining in income and supporting monthly income being used for qualifying. 4/28 Client asked for clarification, Secondary loss with XXX% interest has been disregarded; Client provided an approved exception to accept the file with the XXX P&L for XXX through XXX
Upon review by XXX VVV; Condition is deemed Non Material; Client credit score exceeds GLs, Low XXX
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
121174
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR171
Subject Photos Unacceptable
No
Missing subject photos on appraisal.
4.1.2026 Client provided executed full complete appraisal with all applicable pages including license, photos, etc
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
121174
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR101
Appraisal incomplete (missing map, layout, pages, etc)
No
Appraisal not scanned in correctly. Provide full, complete appraisal - all pages, including missing maps, license, photos, etc. May be subject to additional conditions upon review.
4.1.2026 Client provided executed full complete appraisal with all applicable pages including license, photos, etc
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
121174
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR167
Appraisal not Signed
No
Missing signature on appraisal.
4.1.2026 Client provided executed full complete appraisal with all applicable pages including license, photos, etc
condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
121174
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR173
Comp Photos Unacceptable
No
Missing comparable photos on appraisal.
4.1.2026 Client provided executed full complete appraisal with all applicable pages including license, photos, etc
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
121175
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
121176
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Assets
Satisfied
B
A
B
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Missing final CD or final settlement statement for sale of XXX net proceeds of $XXX, estimated settlement statement in file
4.7.2026 Client provided Final Sellers statement from sale of home: XXX with disbursement date XXX and subject Final CD disbursement date XXX; condition remains for subject Final HUD-1 to support closing disbursement date of XXX (CA property), sold property closed on XXX and subject transaction appears to have closed on XXX without receipt of Final HUD-1 for subject : XXX. 4.14.2026 Client provided Lender LOX stating, appears sale of property closing date have changed from XXX to XXX and closing dates changes are common in real estate transaction and do not affect the final settlement figures.  Response, agree common for closing dates to change however disbursement date of funds is viewed to determine if funds was received simultaneously as subject closing or after subject closing, etc.  Condition remains for satisfactory documentation closing from sale of home was simultaneously with subject transaction, currently with documentation provided was not simultaneously.  Both properties are in CA, provide final settlement statement HUD-1 (if applicable for SUBJECT to support simultaneously, etc.), Final HUD-1 settlement was provided for sale of home (disbursed on XXX), possibly final settlement statement HUD-1 for subject is/was also disbursed on XXX. 4.23.2026 Client provided subject PCCD dated XXX and previously provided final settlement statement HUD-1 from sale of property:XXX with borrower netting proceeds of $XXX and payoff of three (3) existing liens.  Both verifies disbursement date of XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX Actual / MaxXXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Months PITI Reserves (Qual Rate)XXXCash Reserves$XXX
 
121177
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
Need evidence of change of circumstances letter for Ten Percent tolerance,  (Recording Fee) increase, or a copy of a refund check in the amount of $ XXX. Condition is pending receiving PCD reflecting lender's cure, LOE to borrowers.
04/21/26 Client provided a XXX PCCD, refund check, LOE and tracking (delivery confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Low XXX/CXXX/HXXX XXX% Guidelines allow XXX%
 
121177
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Missing W2 for B2
4.17.2026 Client provided B2 2025 w2
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Low XXX/CXXX/HXXX XXX% Guidelines allow XXX%
 
120957
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Section H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has significant time at current job, over XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
120957
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Application
Satisfied
D
A
D
A
CRDAPP130
Application is incomplete
No
provide corrected 1003 / 1008 with $XXX HOA removed
4/1 Client provided the corrected 1003/1008
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has significant time at current job, over XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
120957
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH1805
Debts/obligations not disclosed/accounted for at origination
No
Regarding subject monthly HOA of $XXX being used by Lender Appraisal reflect $0missing evidence of monthly HOA of $XXX
3/20 Client provided LOX that $XXX HOA was error
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has significant time at current job, over XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
120957
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC889
Income is Not Reasonable
No
(1). Verify whom owners are of current Employment: XXX XXX XXX(2). verify if any family relationship w/Mortgage Broker name: XXX(3). verify whom owners are of LLC (seller name LLC) (4). verify if borrower work for Family or if any family relationship - Non purchasing spouse name is XXXSubject to additional conditions
3/20 Client provided evidence Bwr does not own XXX; Condition remains for(2). verify if any family relationship w/Mortgage Broker name: XXX(3). verify whom owners are of LLC (seller name LLC) (4). verify if borrower work for Family or if any family relationship - Non purchasing spouse name is XXXSubject to additional conditions 3.24.2026 Client provided lender email from Broker (XXX) stating do not have any ownership interest in Employer: XXX. Response, initial condition requested to verify if Broker having any FAMILY relationship (not Employer), family relationship w/Borrower and Broker, what was requested was not addressed.  Condition remains for the following: (2). verify if any family relationship w/Mortgage Broker name: XXX(3). verify whom owners are of LLC (seller name LLC) (4). verify if borrower work for Family or if any family relationship - Non purchasing spouse name is XXXSubject to additional conditions 4/1 Client asked for a review; on review the Borrower has been confirmed to work for non profit corp; condition remains for  (1). verify if any family relationship w/Mortgage Broker name:XXX(2). verify whom owners are of LLC (seller name LLC 4/13 Client asked for a review LLC names satisfied ; Condition remains for verify if any family relationship w/Mortgage Broker name: XXX4.15.2026 Client provided email from Mortgage Broker verifying I am not related to Non purchasing Spouse we do have the same first name and this first name is a common First name in the XXX Community
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has significant time at current job, over XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
120958
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrower has XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITIA, meeting guidelines.
 
120959
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
Federal Consumer Protection
Satisfied
C
A
C
A
CMPFDCP3208
NMLS License verification found Loan Originator was inactive at time of origination
No
NMLS ID  for XXX XXXX voluntarily surrendered XXX prior to close date XXX and application XXX  License inactive
3.26.2026 Client provided copy of NMLS w/ID: XXX for XXX (which appears to be the correct NMLS ID # as of XXX) however loan documents (Note, 1003, Mortgage, etc) reflect NMLS #XXX (this number is being shown as voluntarily surrendered this NMLS #XXX as of XXX).  Condition remains as of XXX correct NMLS # XXX however was not used on loan file documents, voluntarily surrendered NMLS #XXX was used on loan file documents. 4.13.2026 Client provided Compliance HELP Desk LOX email stating, please provide the explanation from the licensing team to the investor. This is a clerical error. Please ask the investor what they will required to clear the condition since this impacts the recorded documents.  Response, further review with management, corrected applicable executed docs are required with the correct NMLS # etc. Note, Mortgage and 1003.4.22.2026 Client provided executed and notarized Scrivener's Affidavit with recording the Deed of Trust with corrected NMLS number #XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years at current job.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX years XXX months at current residence.
 
120960
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120961
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Right of Rescission
Satisfied
B
A
B
A
CMPROR2043
Cannot determine if funding date is after rescission period
No
Missing Right of Rescission form please provide.
04/24/26 Client provided the fully executed ROR forms.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
120961
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Right of Rescission
Satisfied
D
A
D
A
CMPROR5345
ROR - Missing or Incomplete Right of Rescission form
No
Missing Right of Rescission form please provide.
04/24/26 Client provided the fully executed ROR forms.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
120962
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR167
Appraisal not Signed
No
Missing appraiser's signature, and all photos for subject, and comps.
4.1.2026 Client provided executed appraisal with all applicable pages including photos, license, etc.
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX years at current job.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide line maximum of XXX%.
 
120963
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per XXX and COC in file, a revised Loan Estimate was issued on XXX, LE missing. Pending receiving the disclosure for further testing.
03/31/26 Client provided the missing XXX LE.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
120963
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
120963
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero Tolerance testing failed by $XXX due to the increased of Credit Report Fee on initial CD XXX without valid Change Reasons documented in the file. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund
03/31/26 Client provided a XXX COC. Condition remains. The COC does not provide a valid change in circumstance reason for increasing the Credit Report fee. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery.04/07/26 Client provided a XXX PCCD, refund check, LEO and tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
120963
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5111
TRID - LE delivered only via e-mail but there is no prior e-sign consent in file; by regulation, LE must be treated as not delivered
No
Earliest borrower's e-consent in file is dated XXX. Initial LE XXX was e-signed by borrower. Missing e-consent on or prior to XXX.
03/31/26 Client provided the initial E-consents.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
121178
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX/XXX months in verified assets is sufficient to cover required reserves $XXX * XXX = $XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guidelines XXX.
 
121179
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
D
A
C
B
D
B
B
B
D
A
C
B
Compliance
XXX Equity
Satisfied
C
B
C
B
CMPTXEQ5830
XXX - Total fees greater than the allowable cap
No
Adjusted Charges$XXXTotal Loan Amount$XXXMaximum Charges %XXX%Maximum Charges$XXXCharges Margin to Threshold$XXXTotal Charges %XXX%Within XXX days of discovery or notification from the borrower, pay to the borrower and any spouse and/or co-owner of the homestead the amount of any overcharge with LOE and proof of delivery via tracking, or credit their account the appropriate amount with LOE and proof of deposit.
05/08/26 Client provided a XXX PCCD, LOE to borrower, $XXX refund check and tracking (shipment confirmed). Condition remains for additional $XXX  refund with LOE and tracking.05/13/2026 Client provided PCCD XXX LOE, copy of additional $XXX check and in transit shipping label.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX reserves required by XXX condition met.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
121179
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
D
A
C
B
D
B
B
B
D
A
C
B
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE119
XXX Equity - Affidavit of Fair Market Value not signed by lender
No
Affidavit of Fair Market Value not signed by lender
04/14/26 Client provided the XXX Affidavit signed by Lender at closing.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX reserves required by XXX condition met.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
121179
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
D
A
C
B
D
B
B
B
D
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3640
TRID - CD: Zero tolerance fee or fees increased at or prior to closing without a valid reason or the revised LE/CD was not timely disclosed; insufficient credit or refund provided
No
Zero tolerance in the amount of $XXX due to 2nd Appraisal fee increased from $XXX to $XXX on CD XXX with no valid reasons documented on COC XXX. Lender's credit of $XXX for tolerance cure was applied towards increase in Credit Report. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund for $XXX and proof of delivery via shipping that includes tracking information.
05/08/2026 Client provided PCCD XXX, copy of the cure check, LOE and in transit shipping label.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX reserves required by XXX condition met.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
121179
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
D
A
C
B
D
B
B
B
D
A
C
B
Credit
Terms/Guidelines
Waived
B
B
B
B
CRDTER110
Loan amount exceeds guideline maximum
No
$XXX loan amount exceeds the XXX Program maximum of $XXX for a Cash Out transaction on a primary residence.
Upon further review, Sr XXX underwriter determined that the guideline violation is non-material due to the following compensating factors: XXX FICO score vs. XXX max, XXX% XXX vs. XXX% max per XXX condition, XXX% XXX with XXX% max per XXX condition, $XXX reserves with $XXX reserves required by XXX condition, 2nd home owned free/clear and 0x30xXXX mortgage payment history on primary residence.
4.2.26- non-material; waived.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX reserves required by XXX condition met.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
121179
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
D
A
C
B
D
B
B
B
D
A
C
B
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR271
Comp photos are missing
No
Missing appraisal comp photos.
4/15 Client provided the Appraisal with comp photos
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX reserves required by XXX condition met.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
121179
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
D
A
C
B
D
B
B
B
D
A
C
B
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR281
Subject Photos are missing
No
Missing appraisal subject photos and all applicable map images and appraiser license.
4/15 Client provided the complete signed appraisal with all photos and attachments
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX reserves required by XXX condition met.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX% per XXX condition.
 
121180
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX  X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121181
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
121181
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3640
TRID - CD: Zero tolerance fee or fees increased at or prior to closing without a valid reason or the revised LE/CD was not timely disclosed; insufficient credit or refund provided
No
Zero tolerance in the amount of $XXX due to the addition of Credit Verification Bundle on LE XXX and CDA Fee on CD XXX without a valid COC in file. A lender cure for $XXX was disclosed; however, an additional $XXX is required. Condition pending receipt of a valid Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery via shipping that includes tracking information.
07/01/26 Client provided a missing XXX COC, XXX COC screenshot, XXX LE, Tracking, LOE explaining the changes for the Credit Verification Bundle and screenshots of the original Credit Report, new guidance for the Credit fees and audit log.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
121181
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing DU Approval
6.29.2026 Client provided DU A/Eligible submission #10
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
121182
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due Appraisal Field Review was added to LE XXX without a valid COC. Condition pending receiving a valid Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
04/27/26 Client provided an LOE from the Lender stating: The Appraisal review fee of $XXX was a valid fee on the XXX initial LE. A duplicative fee was added when re-disclosed on XXX. Error was caught upon issuance of initial CD on XXX. Only the one valid $XXX was charged to the consumer. Upon re-review, Initial LE reflects Desk Review of $XXX. LE XXX adds Field Review of $XXX. CD  XXX removes $XXX Desk Review and leaves $XXX Field Review. Per Invoice and Appraisal Review in file, the $XXX is for the Desk Review (the original fee name on the Initial LE). No cure required.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX Is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  B1 and B2 have been in the same line of work for XXX years
 
121183
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
TRID  Not all required seller-paid fees were disclosed on the CD
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months mortgage payment history 0x30.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
121184
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
A
A
A
C
B
C
B
C
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3640
TRID - CD: Zero tolerance fee or fees increased at or prior to closing without a valid reason or the revised LE/CD was not timely disclosed; insufficient credit or refund provided
No
Zero tolerance in the amount of $XXX due to added Lender's Attorney fee on LE XXX with no valid reasons documented as to why fee was added on COC XXX. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
04/13/26 Client provided a XXX PCCD, LOE and Tracking (shipment confirmed). Condition remains for a copy of the $XXX refund check.04/16/2026 Client provided a copy of the refund check.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX= $XXX reserves required.
 
121184
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
A
A
A
C
B
C
B
C
A
A
A
C
B
Credit
Title
Satisfied
C
A
C
A
CRXXXL875
Title Does Not Agree With Mortgage
No
Incorrect loan amount.
4.8.2026 Client provided updated supplemental report reflecting updated proposed amount of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX= $XXX reserves required.
 
120964
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Compliance
XXX Home Equity
Satisfied
D
B
D
B
CMPTXHE117
XXX - Missing Affidavit of Fair Market Value
No
Missing a copy of fully executed Affidavit of Fair Market Value
04/22/26 Client provided LOE from Lender explaining the closing error in missing the XXX Affidavit, along with a post-close fully executed XXX Affidavit.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  70.56% XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX months of PITI available in reserves; XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
120964
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC2488
Verbal verification of employment missing
No
File is missing Verbal Verification of Employment (VVOE) performed no more than ten (10) business days prior to the Note date for borrower's current employer listed on the final 1003.  VVOE provided in the file is for a different employer.
4.13.2026 Client provided VVOE dated 3.24.2026 within 10 business days of Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  70.56% XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX months of PITI available in reserves; XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
120965
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Income/Employment
Waived
C
B
C
B
CRDINC2488
Verbal verification of employment missing
No
File is missing a Verbal Verification of Employment (VVOE) performed no more than XXX(XXX) business days prior to the Note date for both borrowers.
5/5 Client provided a post close dated VVOE 5/1/26 for B1; Provide a VVOE dated prior to close for B1; still missing prior to close VVOE for B2 5/6 Client provided an approved exception to waive to PTC VVOEs
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
120965
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Insurance
Satisfied
C
A
C
A
CRDINSR289
Insufficient Hazard Insurance Coverage
No
Total hazard insurance dwelling coverage of $XXX is insufficient.  A replacement cost estimate from the insurance provider is required.
5/8 Client provided the insurance co RCE
Satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
120965
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2550
Missing HUD-1 from sale of property
No
Final 1003 indicates borrowers' departing residence is pending sale and no monthly payment was included in the liabilities.  File is missing the final, fully executed settlement statement verifying the sale of this property and the payoff of XXX.  If any cash was required from the borrowers from the sale of the property it must be deducted from the verified assets for the subject loan.
5/5 Client provided the HUD from sale of departure with payoffs and sufficient proceeds
Satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
120966
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Credit
Credit/Mtg History
Waived
B
B
B
B
CRDCRMH104
Credit score below guidelines
No
XXX qual score is below the XXX Program minimum of XXX for a Primary unlimited C/O with $XXX loan amt and XXX % XXX. XXX exception request approved XXX stipulates the approval is subject to All XXX Guidelines and since the subject property hazard insurance coverage is insufficient, the request for approval cannot be deemed valid.
4/15 Exception applied B grade
XXX final grade is B
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max per exception approval condition XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120966
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Credit
Insurance
Satisfied
C
A
C
A
CRDINSR289
Insufficient Hazard Insurance Coverage
No
HOi reflects dwelling and other structures coverage totaling $XXX when the required coverage should be at least $XXX; provide letter or calculation from the insurance provider reflecting replacement cost estimate or additional coverage to total at least 80% of the replacement cost value.
4/15 Client provided the Insurance Co RCE with sufficient coverage
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max per exception approval condition XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
120967
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
H8 Form Used in Refinance With Original Creditor stated in Title Commitment.
4/14/26 Client provided an approved exception for using incorrect ROR form
4/14/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
120967
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE303
XXX - incorrect version of Section 50 notice provided
No
TX - Section 50 notice provided
04/21/26 Client provided the Notice Concerning Extensions of Credit reflecting the correct Section 50 Notice..
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
120967
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
XXX Home Equity
Satisfied
D
A
D
A
CMPTXHE114
XXX - Missing Notice Concerning Extensions of Credit (12-Day)
No
Missing Notice Concerning Extensions of Credit (12-Day)
04/21/26 Client provided the Notice Concerning Extensions of Credit.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
120967
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
XXX Home Equity
Satisfied
D
A
D
A
CMPTXHE117
XXX - Missing Affidavit of Fair Market Value
No
Missing a fully executed Affidavit of Fair Market Value
04/21/26 Client provided the fully executed XXX Affidavit.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
120968
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero Tolerance Fee of $XXX due to Third Party Processing Fee was added to CD XXX without a COC in file. Condition pending receiving a Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
04/21/2026 Client provided COC XXX reflecting Clerical error, Fee change as it should have been a 3rd party processing fee and not an appraisal fee.  Condition remains.  Retesting results in a tolerance of $XXX due to the fee increase from $XXX to $XXX on CD XXX.  Provide a valid reason for this increase or PCCD with $XXX cure, copy of cure check, LOE to Borrower and evidence of delivery. 04/23/2026 Client provided PCCD XXX with cure, copy of cure check, LOE and intransit shipping label.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower have been in the same line of work for XXX years
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
120969
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
B
D
A
A
A
D
B
C
B
D
A
A
A
Credit
Income/Employment
Waived
C
B
C
B
CRDINC2488
Verbal verification of employment missing
No
File is missing pre-closing verification of employment dated within 10 days of the note date.
4.13.2026 Client provided VVOE dated XXX with Note dated XXX/ VVOE provided is dated 1 day after Note date, not dated within 10 business days of Note date, provide prior to closing VVOE. Condition remains  4/15 Client provided an approved exception to allow the file with the VVOE dated 1 day after Note
Upon review by XXX XXX, Condition is a Non Material B grade; Borrower credit score exceeds min required
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITI $XXX = XXX months reserves > program requirement of XXX months ($XXX).
 
120969
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
B
D
A
A
A
D
B
C
B
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR275
Completed "Subject To" w/o Completion Cert in File
No
File is missing Completion Cert.  Appraisal completed subject to completion of exterior landscaping & irrigation system. XXX approved exception in file allowing escrow holdback due to weather.
4/15 client provided an approved exception to allow the file with an escrow hold back subject to repairs7/9 Client provided the 1004D complete with escrow release
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITI $XXX = XXX months reserves > program requirement of XXX months ($XXX).
 
120970
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR101
Appraisal incomplete (missing map, layout, pages, etc)
No
Appraisal and completion cert are missing all pictures.
3.31.2026 Client provided executed full complete copy of 1004D including photos however also missing executed full complete copy of subject Appraisal including all photos, etc.  4.1.2026 Client provided signed full complete copy of subject appraisal with all applicable photos, etc.
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
121185
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide line maximum of XXX%.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
04/28/26 Client provided a duplicate copy of the Acknowledgement of Receipt of CD, e-signed by both borrowers on XXX. Condition remains. Provide the missing CD corresponding to this Acknowledgement for testing.05/04/26 Client provided the missing XXX Initial CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Missing initial CD acknowledged by borrowers a minimum of 3 days prior to closing.
04/28/26 Client provided a duplicate copy of the Acknowledgement of Receipt of CD, e-signed by both borrowers on XXX. Condition remains. Provide the missing CD corresponding to this Acknowledgement for testing.05/04/26 Client provided the missing XXX Initial CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3950
TRID - CD: The Additional Product Feature value in the CD Loan Information section and the Negative Amortization disclosure in the CD Loan Disclosures section are not consistent
No
Condition triggered because the provided copy of the Final CD dated XXX has the left side cut off, preventing determination of the selected options. Pending receipt of copy of fully imaged document.
04/28/26 Client provided a fully legible copy of the Final XXX CD.
Condition Satisfied.
Non-Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3970
TRID - CD: The Partial Payments section of the Loan Disclosures section has all three options selected, no options selected, or an improper combination of selections.
No
Condition triggered because the provided copy of the Final CD dated XXX has the left side cut off, preventing determination of the selected options. Pending receipt of copy of fully imaged document.
04/28/26 Client provided a fully legible copy of the Final XXX CD.
Condition Satisfied.
Non-Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID4373
TRID - CD: Closing Disclosure contains conflicting loan attributes
No
Condition triggered because the provided copy of the Final CD dated XXX has the left side cut off, preventing determination of the selected options. Pending receipt of copy of fully imaged document.
04/28/26 Client provided a fully legible copy of the Final XXX CD.
Condition Satisfied.
Non-Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST3078
Insufficient # of months cash reserves for PITI per guideline requirements
No
The file contains verified reserves of $XXX.  Guidelines require 9 months of reserves or $XXX. The application reflects total assets of $XXX; however, the file does not all the asset statements reflected on the application.
4/27 Client asked for a review; on review 1 month asset statements is sufficient ; assets verified are also sufficient
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
There are 2 mortgages associated with the subject property. The 1st lien is reflected on the credit report; however, the file is missing verification for the 2nd lien mortgage history.
4/27 Client provided the loan terms showing Bwrs as guarantors and the next payment coupon and current status; Missing XXX month payment history5.5.2026 Client provided LOX stating,  Page 15 of the 2nd lien document shows pay history in the delinquency summary. Ive attached a snippet of the section of the document. Shows XXX good payments and zero 30 days and greater delinquencies. Response, Loan payment summary do reflect XXX months with 0 times late/past due.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121186
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
The application and tax returns reflect the borrowers owned a property located on XXX that was recently sold; however, the file is missing documentation to verify the property has been sold. If the property has not been sold, the PITIA will need to be documented and added to the XXX.
4/27 Client provided the HUD from the REO sale
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121187
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status. The 1008 and AUS shows an addition of $XXX that was included in the proposed monthly payment. Documentation regarding this $XXX per month was not provided in the loan file.
4/29 Client provided LOX that the other expense is property taxes for subject based on PP
Satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%
 
121187
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
Per title commitment in file, loan originated with same lender. Incorrect ROR H-8 Form Used in Refinance with Original Creditor
4/24/2026 Client provided an exception approval for using incorrect ROR form
4/24/2026 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%
 
121187
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH150
Tradelines do not meet guidelines
No
The 1008 and AUS shows an addition of $XXX that was included in the proposed monthly payment. Documentation regarding this $XXX per month was not provided in the loan file.
4/29 Client provided LOX that the other expense is taxes on the subject based on the PP X XXX%
Satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%
 
121187
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2996
Missing Trust Documents
No
Missing trust documents for XXX Trust.
4/29 Client provided Trust and Trust Certificate
Satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%
 
121188
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
A
A
D
A
D
A
D
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Subject loan locked as a XXX AUS and lender's 1008 indicates DU was used.  File is missing the DU findings with an Approve/Ineligible -or- Eligible due to loan amount.
5.13.2026 Client provided DU AUS submission #3 approval
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX  months of PITIA available in reserves; XXX months required.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
121188
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
A
A
D
A
D
A
D
A
A
A
Property Valuations
Property
Satisfied
D
A
D
A
PRVAPROP132
Missing HOA Certificate/Questionnaire
No
File is missing verification subject condo is warrantable.
5.13.2026 Client provided Lender LOX stating a 2 unit condo does not require condo docs, just the master insurance is needed because it qualifies for waiver of project review under FNMA guidelines.  In addition, provided Lender Condo Warranty form stating as being Exempt
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX  months of PITIA available in reserves; XXX months required.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
121189
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC191
Missing Mortgage
No
Missing Mortgage. Provide copy of fully executed Security Instrument
04/16/26 Client provided the fully executed Mortgage.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121190
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require 9 months or $ XXX X XXX = $ XXX+ XXX additional months for Self-Employed ( $ XXX X XXX = $ XXX)
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121191
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
 Not all required seller-paid fees were disclosed on the CD
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX XXX years, in the same field for XXX years.
 
121191
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
05/27/26 Client provided the missing XXX CD package with tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX XXX years, in the same field for XXX years.
 
121191
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Closing date XXX. Initial CD not provided. Condition pending receipt initial CD w/ proof of delivery at least 3 days prior to consummation.
05/27/26 Client provided the missing XXX CD package with tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX XXX years, in the same field for XXX years.
 
121191
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero Tolerance Fee of $XXX due Appraisal Rush fee added on LE XXX with no valid reasons documented on COC XXX. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
05/27/26 Client provided a missing XXX COC and XXX LE package reflecting the added Rush Fees. Condition remains. Provide the supporting documentation, from the time of the change, reflecting the borrower requested Rush details. Subject to re-review.06/10/2026 Client provided a screen print of the Appraisal order reflecting a Complexity fee and a rush fee. The fee for this condition is regarding the Rush fee. Condition remains.  Provide additional documentation showing the request by the Borrower, at the time of the change, for the appraisal to be rushed for re-review or a PCCD with cure, copy of the cure check, LOE to Borrower and evidence of delivery via tracking.06/24/26 Client provided a XXX PCCD with cure, $XXX check, LOE and proof of shipment.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX XXX years, in the same field for XXX years.
 
121192
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied.
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX years at current residence.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% is below guideline maximum XXX%.
 
121192
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
04/23/26 Client provided the Initial 4/6 CD and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX years at current residence.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% is below guideline maximum XXX%.
 
121192
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
CD XXX is the only CD in file. Missing initial CD acknowledged by borrower a minimum of 3 days prior to closing.
04/23/26 Client provided the Initial XXX CD and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX years at current residence.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% is below guideline maximum XXX%.
 
121194
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years XXX months at current job.
 
121195
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121196
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
C
A
A
A
C
A
A
A
C
A
A
A
Property Valuations
Property
Satisfied
C
A
C
A
PRVAPROP177
Property Issues Indicated
No
Appraisal missing signatures and photos
4.1.2026 Client provided updated full complete signed appraisal including all applicable pages and photos
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
121197
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Fico score XXX exceeds guide lines of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX years at current job.
 
121198
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of missing income  docs.
6.2.2026 Client provided 2025 k1 for B1 < XXX% owner (XXX%) however also missing YTD 2026 income documentation. Initial condition remains for YTD 2026 income documentation. Documentation of all YTD income must be obtained if available (e.g., most recent YTD paystub or equivalent). If YTD information is not attainable (e.g., due to year-end payment structures), the Seller may document and justify the income stability without this information. (Please provide)6/3 Client asked for a review; on review 2025 K1 is acceptable
Satisfied income is stable not declining
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121198
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121198
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC888
Income Amount is  Unsupported by Documentation in File
No
Schedule K-1 income from partnerships and S corporations for K1 < XXX% ownership:"Minimum documentation  all of the following:Schedule K-1s for the most recent two calendar years for partnerships and S corporations (provide 2025 K1, 2024 and 2023 in file)Documentation of all YTD income must be obtained if available (e.g., most recent YTD paystub or equivalent). If YTD information is not attainable (e.g., due to year-end payment structures), the Seller may document and justify the income stability without this information. (Please provide)The Schedule K-1(s) must evidence less than XXX% ownership interest for the individual Borrower (pending 2025 K1)'Subject to income recalc and may be subject to additional conditions upon review.
6.2.2026 Client provided 2025 k1 for B1 < XXX%  owner (XXX%) however also missing YTD 2026 income documentation. Initial condition remains for YTD 2026 income documentation. Documentation of all YTD income must be obtained if available (e.g., most recent YTD paystub or equivalent). If YTD information is not attainable (e.g., due to year-end payment structures), the Seller may document and justify the income stability without this information. (Please provide)6/3 Client asked for a review; Upon review 2025 K1 is acceptable
Satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121199
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE119
XXX Equity - Affidavit of Fair Market Value not signed by lender
No
Affidavit of Fair Market Value is not signed by lender
04/23/2026 Client provided Affidavit of Fair Market Value signed by lender on XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co Borrower at current employment XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
121199
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3966
TRID - CD: The Will Not Have an Escrow Account in the CD Loan Disclosures section is selected and both or neither of You declined it and/or Your lender does not offer one are selected
No
On final CD dated XXX- Escrow Account Section - neither of You declined it and/or Your lender does not offer one are selected.  Condition is pending LOX with corrected PCD to borrower.
04/23/2026 Client provided PCCD XXX with correction and LOE for change.
Condition Satisfied.
Non-Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co Borrower at current employment XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
121200
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
Missing List of homeowners counseling organizations
04/15/26 Client provided the missing HC List.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121200
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Missing Affiliate Business Disclosure
04/15/26 Client provided a signed LOE stating Lender has no affiliates used in any mortgage transaction.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121200
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due to increase of Credit Report fee on CD XXX without a COC in file. Condition pending receipt of a Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
04/21/2026 Client provided COC XXX reflecting increase and invoice received along with the invoice.  Condition remains.  Provide the valid reason for the change that occurred resulting in the changes or PCCD with cure, copy of cure check, LOE and evidence of delivery via tracking.04/23/2026 Client provided PCCD XXX with cure, copy of cure check, LOE and in transit shipping label.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121201
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of works for XXX years
 
121202
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC191
Missing Mortgage
No
Missing executed Deed or Trust and, if appliable, all Riders.
05/05/2026 Client provided the missing, fully executed Mortgage XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30x24 required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
121202
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Right of Rescission
Satisfied
B
A
B
A
CMPROR2043
Cannot determine if funding date is after rescission period
No
Missing ROR form.
05/05/2026 Client provided the missing H8 ROR, fully executed on XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30x24 required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
121202
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Right of Rescission
Satisfied
D
A
D
A
CMPROR5345
ROR - Missing or Incomplete Right of Rescission form
No
Missing a copy of executed, by all title holders, Right of Rescission form
05/05/2026 Client provided the missing H8 ROR, fully executed on XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30x24 required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
121202
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero percent tolerance in the amount of $XXX due to following decreases: Lenders Credit $$XXX to $XXX to $XXX CD XXX to CD XXX to CD XXX with no valid COC or Rate Lock extension in file.Condition is pending receiving a valid Change of Circumstances/ Rate Lock extension or PCD reflecting lenders cure, LOE to borrower, a copy of refundand proof of delivery via shipping that includes tracking information.
05/07/2026 Client provided COC XXX reflecting Lock extension due to delayed closing, resulting in decrease of Lender credit from $XXX to $XXX.  Condition remains for the decrease from $XXX to $XXX on CD XXX. Provide a valid reason COC for this decrease or lock Agreement for re-review. Additional Conditions may apply. 05/14/26 Client provided the XXX Lock and XXX COC for the prior Lock Extension.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30x24 required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
120973
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX  reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
120974
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
B
B
B
B
B
B
A
A
B
B
Compliance
Right of Rescission
Satisfied
B
B
B
B
CMPROR117
ROR - Expiration date on form prior to end of rescission period
No
ROR dated XXX and signed XXX with an expiration date of  XXX. Borrower was not given full 3 days of rescission. Condition is pending re-opening ROR, LOX and proof of delivery with tracking information.
05/14/26 Client provided an LOE to borrower, XXX new ROR forms extending the Expiration Date to midnight of XXX and a shipping label. Condition remains. Tracking shows only the label has been created. The RORs were never shipped out. Provide a new LOE, reopened RORs and tracking that confirms delivery at least 3 days prior to the new Expiration Date.05/19/2026 Client provided re-opened rescission with expiration date of XXX ROR package wasn't delivered until  XXX and does not provide Borrower with a full 3 day rescission.  Condition remains.  Provide re-opened rescission with expiration date allowing for 3 days after delivery, new LOE and evidence of delivery via tracking. 05/21/26 Client provided a new LOE, ROR and Tracking. Online tracking shows out for delivery today, XXX, with new Expiration Date of midnight 5/26. Condition remains for the new rescission period to expire (pending confirmed delivery).05/27/26 The new rescission period is now expired (delivery confirmed on XXX).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%. Guidelines allow up to XXX%.
 
120974
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
B
B
B
B
B
B
A
A
B
B
Credit
Legal Documents
Waived
A
B
A
B
CRDLGL5480
Trust Documents Not Acceptable/Not Executed
No
The loan closed in a XXX, which is not allowed.
5.8.2026 Client provided exception approval to allow for subject Closing in a XXX
Upon further review by XXX, exception is deemed non-material. Exception approved, B Grade with compensation factors: Fico score, XXX and verified reserves
Not Applicable
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%. Guidelines allow up to XXX%.
 
120974
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
B
B
B
B
B
B
A
A
B
B
Credit
XXX/CXXX
Waived
B
B
B
B
CRDXXX5736
XXX Exceeds Guideline Requirement by less than 5%
No
Qualifying XXX is XXX%.  Guidelines allow XXX%.
5.8.2026 Client provided exception approval for XXX XXX% exceeding guidelines maximum of XXX%
Exception approved, B Grade
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%. Guidelines allow up to XXX%.
 
120975
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER3490
Missing Patriot Act form
No
File is missing a patriot act form.
4/3 Client provided the patriot information form
satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXXrequired.
 
120976
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per XXX and Rate lock in file, a revised LE XXX was issued but disclosure is missing. Pending receiving missing LE.
04/09/26 Client provided the missing XXX LE and Disclosure Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years with current employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
120976
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3966
TRID - CD: The Will Not Have an Escrow Account in the CD Loan Disclosures section is selected and both or neither of You declined it and/or Your lender does not offer one are selected
No
Final CD XXX, section Loan Disclosure Escrow Account - neither of You declined it and/or Your lender does not offer one are selected. Condition is pending receiving corrected PCD with LOE to the borrower.
04/27/26 Client provided a XXX PCCD correcting error. Condition remains for the LOE to borrower.05/01/2026 Client provided the LOE for change.
Condition Satisfied.
Non-Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years with current employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
120977
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Fico score XXX exceeds XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Co-borrower has been in the same profession for XXX years.
 
120978
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in reserves; $XXX * XXX = $XXX reserves required for subject.  REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
120978
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER3490
Missing Patriot Act form
No
The file is missing the fully completed Patriot Act Form for both borrowers.
4.11.2026 Client provided executed Loan disclosure notice however still missing executed Patriot Act for both borrowers ID verification. Condition remains 4.15.2026 Client provided Borrower Contact Consent Form, however condition is for executed Patriot Act for both borrowers, also ID was provided, will accept
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in reserves; $XXX * XXX = $XXX reserves required for subject.  REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
120979
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
Per title commitment in file, loan originated with the same lender. Incorrect H 8 ROR form was used for refinance with the same lender instead of H9 form
4/7/26 Client provided an approved exception for using incorrect ROR form
4/7/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
120980
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
A
A
A
C
B
C
B
C
A
A
A
C
B
Compliance
Right of Rescission
Satisfied
C
B
C
B
CMPROR1911
Incorrect ROR Form Used - H9 Form Used in Refinance With Different Creditor
No
Per Title Commitment in file, loan originated with a different lender. Incorrect H9 ROR form was used with different lender refinance instead of H8 form . Condition is pending reopening recission on correct ROR form to all title holders with dates allowing for delivery, LOE to the borrower, PCD and proof of shipping with tracking.
04/30/2026 Client provided re-opened ROR H8 forms for both expiration dated midnight of XXX with tracking reflecting that the Borrower did not view or sign the document until XXX which does not provide the full XXX days to rescind. Condition remains. Reopen rescission for both, expiration dated allowing for the date both have received with LOE and evidence of delivery.05/06/26 Client provided a XXX Email from Adobe indicating the ROR is Signed and Final. Condition remains. Lender to address the discrepancy on the prior tracking that shows the primary Borrower did not View or Sign the ROR until XXX. Subject to re-review.05/07/2026 Client provided an email stating email received after signing on XXX. Was received at 7PM on XXX so unsure why tracking is reflecting as Borrower reviewing on XXX.  Condition remains as unable to clear with discrepancy.    If further explanation can be provided, we can escalate internally for further review.05/19/2026 Client provided rebuttal for time zone difference. Per review by Internal compliance using date on ROR, tracking hour stamp with rebuttal and and email LOE.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
120980
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
A
A
A
C
B
C
B
C
A
A
A
C
B
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC150
Income docs do not meet guidelines
No
Missing XXX-month history receipt of trust income.
4/21 Client asked for a review; Upon review Client qualified with asset depletion from a Trust account, Condition remains for 1 of 2 options. Option 1 Since the Trust was opened outside of the last XXX months and Borrower is not currently employed, provide evidence of the source of assets used to Fund the trust account in XXX to confirm it meets FNMA employment related assets or 2. Provide Evidence of XXX months history of receipt of Trust income 4/22 Re reviewed to XXX GLs asset depletion
Satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
120981
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Discount points added to final CD XXX $XXX. No COC provided listing amount or any details as to why points were added. No Rate Lock pricing provided indicating any change in loan amount, expiration date or XXX to validate this increase. No cure provided on final CD. Condition pending receipt detailed COC with fee addition validated or Post CD reflecting lenders cure, LOX, Refund of $XXXw/ Proof of Delivery.
04/23/2026 Client provided missing Interim CD XXX reflecting increases Discount points and a COC dated XXX reflecting extension.  Condition remains.  Provide the COC that reflects the increase on the CD provided dated XXX for validation or PCCD with cure, Copy of cure check, LOE to Borrower and evidence of delivery via tracking. 04/28/2026 Client provided lock details dated 4/3.  Condition remains for the COC or lock for the addition of the Points on CD XXX, for review, that was previously provided and dated prior to XXX.  04/30/26 Client provided the XXX CD with XXX  COC and screenshots of the tracking history and lock history. Appears the XXX CD in question was not printed until XXX, which coincides with the XXX lock and XXX print date. Points are validated.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrower has XXX months of 0x30 on current mortgage
 
120982
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Documentation
Waived
C
B
C
B
CMPDOC2510
All funds were not disbursed w/out written explanation or unacceptable reasons
No
File does not have evidence that all holdbacks to be disbursed has been completed  and an escrow holdback agreement, even though a certification of completed been issued.  The final Closing Disclosure reflects an escrow holdback for work completion n the amount of $XXX.
4.17.2026 Client provided an email dated from XXX however still missing evidence of escrow hold back of $XXX along with work being completed (email is from a month ago), even though is a refinance this was/is a Construction transaction and now doing permanent financing for some work to be completed due to Final CD reflecting have a hold back of $XXX ; condition remains even though appraisal was completed as is there is an escrow agreement for work to be completed.  Condition remains (a). evidence 1004D of work being completed and (b) release of funds $XXX and (c). copy of the escrow hold back agreement to support what work needed to be done for the $XXX holdback. 5/20 Client provided an approved exception to allow the file without the 1004D and escrow release
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs, low XXX, Low XXX
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
120982
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Right of Rescission
Satisfied
B
B
B
B
CMPROR117
ROR - Expiration date on form prior to end of rescission period
No
 ROR  Expiration date is missing on ROR form. Condition is pending re-opening rescission to all title holders with dates allowing for delivery provided full 3 day of rescission, LOE to borrower and proof of shipping with tracking.
04/17/26 Client provided new RORs with Tracking, receipt confirmed on XXX with new Expiration on XXX. Condition remains for the new rescission period to expire.04/21/26 The new rescission period is now expired.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
120983
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below guideline XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX is below guideline maximum XXX%
 
120984
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  qualifying credit score XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX * XXX = $XXX reserves required.
 
120985
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT109
Finance charge understated by more than  $35 (Pmt Stream)
No
Final CD XXX  & PCD XXX  Finance Charge $XXX . Internal testing Finance Charge $XXX . Difference of $XXX . Borrower is due a refund check of $XXX , corrected PCD, LOX, & reopen rescission to all title holders.
04/21/26 Client provided the missing XXX  CD and duplicate copies of the Final XXX CD and XXX PCCD. Condition remains. The Finance Charges are understated by $XXX . Per the ComplianceEase in file, Lender excluded the $XXX  Credit Verification Bundle, which was included per internal testing. Difference due to Lender including the Appraisal Review, Recording and Title Insurance Binder fees. Total understated amount is $XXX . Cure via refund check to borrower, corrected PCCD, LOE, proof of delivery that includes tracking information and reopen rescission to all title holders.05/07/26 Client provided a XXX  PCCD reflecting a $XXX Credit, LOE, new RORs reflecting Expiration Date XXX  and shipping label for review. Condition remains. The refund check is missing and the package has not shipped (which creates an issue with the ROR Expiration Date). Provide the missing $XXX refund check and the proof of receipt, along with the new RORs providing the full rescission period after the confirmed receipt date.05/13/26 Client provided the $XXX  refund check, tracking (shipped XXX), LOE and new RORs with confirmed receipt on XXX and Expiration at midnight on XXX . Condition remains for the new rescission period to expire.XXX  The new rescission period is now expired.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX is below guideline maximum XXX %.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets is sufficient to cover required reserves $XXX .
 
120985
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT4372
TILA/TRID-Disclosed Amount Financed is higher than XXX's calculated Amount Financed
No
Final CD XXX  & PCD XXX  Amount Finance $XXX. Internal testing Finance Charge $XXX . Difference of $XXX . Borrower is due a refund check of $XXX, corrected PCD, LOX, & reopen rescission to all title holders.
04/21/26 Client provided the missing XXX CD and duplicate copies of the Final XXX CD and XXX PCCD. Condition remains. The Finance Charges are understated by $XXX  (causing the Amount Financed to be overstated $XXX). Per the ComplianceEase in file, Lender excluded the $XXX Credit Verification Bundle, which was included per internal testing. Difference due to Lender including the Appraisal Review, Recording and Title Insurance Binder fees. Total understated amount is $XXX. Cure via refund check to borrower, corrected PCCD, LOE, proof of delivery that includes tracking information and reopen rescission to all title holders.05/07/26 Client provided a XXX  PCCD reflecting a $XXX Credit, LOE, new RORs reflecting Expiration Date XXX and shipping label for review. Condition remains. The refund check is missing and the package has not shipped (which creates an issue with the ROR Expiration Date). Provide the missing XXX refund check and the proof of receipt, along with the new RORs providing the full rescission period after the confirmed receipt date.05/13/26 Client provided the $XXX refund check, tracking (shipped XXX), LOE and new RORs with confirmed receipt on XXX and Expiration at midnight on XXX. Condition remains for the new rescission period to expire.XXX  The new rescission period is now expired.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX is below guideline maximum XXX %.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets is sufficient to cover required reserves $XXX .
 
120985
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
04/21/2026 Client provided missing Initial CD XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX is below guideline maximum XXX %.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets is sufficient to cover required reserves $XXX .
 
120985
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Missing initial CD acknowledged by borrowers a minimum of XXX  days prior to closing.
04/21/2026 Client provided missing Initial CD XXX .  See condition XXX  for proof CD was sent to both Title Holders.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX is below guideline maximum XXX %.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets is sufficient to cover required reserves $XXX .
 
120985
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Waived
B
B
B
B
CMPTRID5806
TRID - At least 1 CD prior to the last CD at or prior to closing was not provided to all with rescission rights.
No
** 04/21/2026 Review of CD's XXX  Duplicates of 2XXX  and XXX .  Initial CD XXX  only provides signature page for non-Borrower and not for Borrower.  The other CD's have 2 copies, one for both. Provide a copy of the XXX  CD listing the Borrower signature line on page 5 for re-review. Additional Conditions may apply.
05/14/26 Client provided an approved exception for the missing XXX  CD listing the borrower signature line on page 5.
Initial and Final Grade B.
Not Applicable
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX is below guideline maximum XXX %.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets is sufficient to cover required reserves $XXX .
 
121203
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  effective/reserves; $XXX *XXX = $XXX  reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qual score; min XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30x XXX  required.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX  years.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX; max XXX %.
 
121204
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees were able to be sourced from the sellers CD document. Consistent with the XXX  XXX XXX , we are satisfying to 1/A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score; XXX  required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX; XXX % max allowed.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX; XXX % max allowed.
 
121205
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST206
Asset Amounts Are Unsupported by Documentation in File
No
Provide sources for the following deposits, subject to asset recalc and may be subject to additional conditions upon review. a. XXX in XXX  # XXX , XXX b. XXX in XXX XXX  # XXX  , XXXc. XXX in XXX  XXX  # XXX   , XXX
4.13.2026 Client provided appears to have provided duplicate account bank statement for XXX  and XXX  however initial condition requested for large deposit to be documented/source.  Initial condition remains 4/16 Client provided supporting docs for large deposits
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  0 x 30 for XXX  months
 
121205
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC150
Income docs do not meet guidelines
No
XXX  1120s must be signed / dated, meeting requirements; please provide.
4.13.2026 Client provided signed dated pg 1 of 1120S XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  0 x 30 for XXX  months
 
121206
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Insurance
Satisfied
B
A
B
A
CRDINSR848
Missing Hazard Insurance
No
Missing hazard insurance
4.15.2026 Client provided subject HOI policy, sufficient coverage
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower at current employment XXX  years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX %
 
121207
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC191
Missing Mortgage
No
The file is missing a copy of fully executed Mortgage with, applicable, all Riders.
04/27/2026 Client provided the missing, fully executed Mortgage including PUD Rider.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX  * XXX  = $XXX  reserves required for subject. REO reserves - $XXX  * XXX  = $XXX  reserves required for other financed properties. Total required reserves $XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX .  Guidelines require XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying credit score is XXX %.  Guidelines allow up to XXX %.
 
121207
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX  due to Appraisal fee increase on LE XXX  with no valid reasons documented on COC XXX. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
04/27/2026 Client provided rebuttal stating that notification was received of the correct appraisal amount, Program change with a vendor communication of the Panel appraiser requesting $XXX and Invoice that does not provide any changes.  Condition remains. These are not valid reason for an increase. Provide the change that occurred that resulted in the increase the Appraisal fee or PCCD with cure, copy of cure check, LOE to Borrower and evidence of delivery via tracking. 05/04/26 Client provided a XXX  PCCD, check, LOE and shipping label (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX  * XXX  = $XXX  reserves required for subject. REO reserves - $XXX  * XXX  = $XXX  reserves required for other financed properties. Total required reserves $XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX .  Guidelines require XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying credit score is XXX %.  Guidelines allow up to XXX %.
 
121207
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
The file is missing evidence of the HOA dues for the departing residence.
4/27 Client provided HOA dues $XXX
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX  * XXX  = $XXX  reserves required for subject. REO reserves - $XXX  * XXX  = $XXX  reserves required for other financed properties. Total required reserves $XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX .  Guidelines require XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying credit score is XXX %.  Guidelines allow up to XXX %.
 
121207
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Re-Verifications
Satisfied
C
A
C
A
CRDRVRFC1813
Misrepresentation of borr's property ownership hist revealed through independent re-verification
No
The Data Verify reflects the borrower has ownership in XXX XXX  XXX  as of XXX  which was not disclosed in the file. If borrower still owns the property, verification of the PITIA is required and included in the XXX.
4/27 Client provided a property report showing Borrowers are not the owners
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX  * XXX  = $XXX  reserves required for subject. REO reserves - $XXX  * XXX  = $XXX  reserves required for other financed properties. Total required reserves $XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX .  Guidelines require XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying credit score is XXX %.  Guidelines allow up to XXX %.
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2906
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; is not a Qualified Mortgage Lender did not document that they considered all ATR UW factors
No
(No Data)
(No Data)
canceled
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
04/21/26 Client provided the XXX  Initial CD and Emails.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
The file contains only the Final CD XXX  signed at closing. Provide the Initial CD with confirmation of borrower receipt at least XXX business days prior to consummation. Additional conditions may apply.
04/21/26 Client provided the XXX  Initial CD and Emails.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Missing housing payment history to meet the required 0x30x XXX  guideline.
4.17.2026 Client provided some loan documents however still missing housing payment history. Condition remains 4.24.2026 Client provided copy of satisfactory VOR from XXX  - current
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
Missing Income Calculation Worksheet.
4.17.2026 Client provided Lender income calculation worksheet for both borrowers
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Credit
Insurance
Satisfied
D
A
D
A
CRDINSR848
Missing Hazard Insurance
No
Missing hazard insurance.
4.17.2026 Client provided subject HOI policy, sufficient coverage
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Credit
Title
Satisfied
D
A
D
A
CRXXXL796
Missing Title
No
Missing title report.
4.17.2026 Client provided subject Prelim Title
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR1939
Appraiser License for Incorrect State
No
Missing appraisal report to verify appraiser's license.
4.17.2026 Client provided full appraisal report dated XXX  with value of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR100
Missing Appraisal
No
Missing appraisal report.
4.17.2026 Client provided full appraisal report dated XXX  with value of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing updated third-party property valuation product supporting $XXX  appraisal value.
4.17.2026 Client provided full appraisal report dated XXX  with value of $XXX ; missing 3rd party valuation supporting appraised value. 4.21.2026 Client provided an AVM however 3rd party valuation supporting appraised value is required. Condition remains  4/21 Client provided a CU score of 2.0 supporting the appraisal
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121208
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Property Valuations
FEMA
Satisfied
C
A
C
A
PRVAFEMA217
Natural Disaster Area, no subsequent inspection (Individual)
No
Missing appraisal report to validate if any subsequent inspections are required.
4.17.2026 Client provided full appraisal report dated XXX  with value of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
121209
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.XXX  XXX  XXX : PITI per mortgage statement $XXX /month.  Letter in file states No HOA.  Final 1003 shows an additional $XXX /month under Monthly Insurance, Taxes, Association Dues.  Provide documentation for the additional $XXX month.
5.29.2026 Client provided updated DU #5 with removing other additional amount of $XXX  from REO property: XXX XXX  with file having mortgage statement verifying PITI payment includes escrows and LOX stating having no monthly HOA.
Condition satisfied
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX  months of 0x30 on current mortgage
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  credit score
 
121209
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
XXX  XXX  XXX : PITI per mortgage statement $XXX /month.  Letter in file states No HOA.  Final 1003 shows an additional $XXX /month under Monthly Insurance, Taxes, Association Dues.  Provide documentation for the additional $XXX /month.
5.29.2026 Client provided updated DU #5 with removing other additional amount of $XXX from REO property: XXX  XXX with file having mortgage statement verifying PITI payment includes escrows and LOX stating having no monthly HOA.
Condition satisfied
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX  months of 0x30 on current mortgage
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  credit score
 
121211
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score; XXX  required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX; XXX % max allowed.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX; XXX % max allowed.
 
121212
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX  years XXX months at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX .
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX % below guideline max XXX %.
 
121214
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT4372
TILA/TRID-Disclosed Amount Financed is higher than XXX's calculated Amount Financed
No
Amount Finance Disclosed $XXX  s higher than the loan amount of $XXX (difference is XXX). Condition is pending re-opening rescission to all title holders with dates allowing for delivery, LOE to the borrower, corrected PCD and proof of shipping with tracking.
04/24/26 Client provided the Mavent report and the following seller comment: XXX  is providing the final mavent as the current amount disclosed differs. The final CD along with the final mavent shows the finance charge as $XXX . XXX  is asking that this condition is reset once the investor provides the compliance report that reflects retesting. Condition remains. The exception triggered due to the Amount Financed exceeding the Original Principal Balance, not the Finance Charge testing. The Final CD reflects an Amount Financed of $XXX . The OPB is $XXX . The CD Amount Financed exceeds the OPB by $XXX. Cure via corrected PCCD/LOE, proof of delivery with Tracking and reopen rescission to all title holders within XXX  days of discovery.05/05/26 Client provided a XXX  PCCD, LOE, refund check and shipping label. Condition remains. The exception triggered due to the Amount Financed exceeding the Original Principal Balance, not the Finance Charge testing. The LOE to borrower does not explain the error and the PCCD was not corrected (Amount Financed). If Seller is unable to correct the Amount Financed, a detailed LOE is acceptable stating the error on the Final CD was due to the Amount Financed exceeding the Original Principal Balance (Loan Amount). In addition, rescission must be reopened. Provide the detailed LOE to Borrower, proof of delivery and reopen rescission to all title holders.05/18/2026 Client provided an LOE stating the amount financed was incorrect and Shipping label. Condition remains. The LOE to borrower does not explain the error and the PCCD was not corrected (Amount Financed). A detailed LOE stating the error on the Final CD was due to the Amount Financed exceeding the Original Principal Balance (Loan Amount) and rescission must be reopened. Provide the detailed LOE to Borrower, proof of delivery and reopen rescission to all title holders.05/19/2026 Client provided clarification of what is still needed. The LOE to borrower does not explain the error and the PCCD was not corrected (Amount Financed). If Seller is unable to correct the Amount Financed, a detailed LOE is acceptable stating the error on the Final CD was due to the Amount Financed exceeding the Original Principal Balance (Loan Amount). In addition, rescission must be reopened. Provide the detailed LOE to Borrower, proof of delivery and reopen rescission to all title holders.05/18/2026 Client provided an LOE stating the amount financed was incorrect and Shipping label. Condition remains. The LOE to borrower does not explain the error and the PCCD was not corrected (Amount Financed). A detailed LOE stating the error on the Final CD was due to the Amount Financed exceeding the Original Principal Balance (Loan Amount) and rescission must be reopened. Provide the detailed LOE to Borrower, proof of delivery and reopen rescission to all title holders.05/21/26 Client provided the detailed LOE to Borrower, proof of delivery on XXX and new RORs with Expiration at midnight on XXX Condition remains for the new rescission period to expire.XXX  The new rescission period is now expired.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgages
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX
 
121214
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
Per Title Commitment in file, loan originated with the same lender. Incorrect H8 ROR form was used instead of H9.
4/16/26 Client provided an approved exception for using incorrect ROR form
4/16/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgages
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX
 
121393
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX  due to Appraisal Fee increase on LE XXX without a valid COC in file. Condition pending receiving a valid Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
05/06/26 Client provided a XXX  COC for the appraisal increase.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX < program maximum of XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
121394
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Survey fee $XXX was added to revised CD XXX section B moved to section C on final CD. Fee is subject to zero tolerance as services is not listed on SPL. No COC provided listing fee or any details as to why fee was added. No cure provided on final CD. Condition pending receipt detailed COC with fee addition validated or Post CD reflecting lenders cure, LOX, Refund of $XXX  w/ Proof of Delivery.
04/13/26 Client provided a XXX  PCCD with cure, LOE, refund check and tracking (delivery confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX  Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX  or 283.27 PITIAGuidelines require XXX  months or $ XXX  X XXX = $ XXX+ XXX  Months for Additional REO or ( $ XXX  X XXX  = $ XXX  )
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121395
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fee that should be disclosed in Section H is not disclosed on Final CD XXX ; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  credit score exceed guideline minimum of XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  ERROR, MAX IS XXX %
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX  or XXX  months PITI exceed guideline requirement of XXX  months PITI or $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX is below guideline maximum of XXX %
 
120987
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX  years
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
120988
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
Missing list of homeowners counseling organizations
04/16/26 Client provided the HC List.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX %.
 
120988
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
Ten percent tolerance in the amount of $XXX due to added or increased Title fees with no COC in file to support it. Unable to identify if borrower selected title company from Service Provider's List or not as SPL is missing in file. All title fees including Recording fee are tested for 10% violation. The condition is pending receiving a valid Change of Circumstances/SPL or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
04/23/26 Client provided the missing XXX SPL. Re-testing results in no violation.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX %.
 
120988
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST206
Asset Amounts Are Unsupported by Documentation in File
No
Missing $XXX gift evidence of transfer of gift funds from the donor's account to recipient's account or from the donor's account to the closing agent.
4.13.2026 Client provided copy of wire for gift of $XXX  received
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX %.
 
120988
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Missing Equifax WVOE or XXX  year W2 form for B2.
4.13.2026 Client provided XXX  w2 for B2
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX %.
 
120989
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing
04/29/26 Client provided the affiliate disclosure signed by borrower.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX  *XXX  = $XXX  reserves required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX; max XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qual score; min XXX .
 
120989
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX  *XXX  = $XXX  reserves required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX; max XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qual score; min XXX .
 
120991
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
C
B
A
A
D
B
D
A
C
B
A
A
Credit
Terms/Guidelines
Satisfied
C
A
C
A
CRDTER3122
Loan documents do not meet guideline requirements
No
Missing page 9 of 9 of subject's purchase contract. Please provide executed copy meeting requirements.
4/30 client provided an LOX showing contract is complete with page numbering
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
120991
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
C
B
A
A
D
B
D
A
C
B
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Per final 1003 and 1008: $XXX income used for B2.Per LPA findings # 3, page 989 combined file 1040s, business returns, income calc worksheet and third party VOE are required - not in file. Please provide missing docs and / or updated findings reflecting these are not required. May be subject to additional conditions upon review.
4/30 client provided updated LPA   with business income  removed
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
120991
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
C
B
A
A
D
B
D
A
C
B
A
A
Property Valuations
Appraisal
Waived
C
B
C
B
PRVAAPPR4789
Appraisal Deficiency
No
B2 is not reflected as Borrower on page one of appraisal; appraiser to provide corrected appraisal.
5/1 Client provided an approved exception to allow the file without B2 added to appraisal
Upon review by XXX XXX  XXX ; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
120992
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
Missing List of homeowners counseling organizations
04/15/26 Client provided the HC List.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX *XXX = $XXX  reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
120992
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees listed on Seller CD but not Borrower final CD. As the fees are at least reflected there is no material issue. This exception is informational per XXX Compliance department and TRID 2.0 revisions.  Exception satisfied. Final Grade A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX *XXX = $XXX  reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX
 
120993
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
The Seller Fees on the Final CD do not match the Seller Fees from the Seller CD. Fee's added to PC-CD
(No Data)
Condition Satisfied. All Seller fees have been sourced from the Seller CD .
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX % is below guideline maximum XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX  months mortgage payment history 0x30.
 
120993
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST205
Insufficient Funds to Close
No
Missing sufficient funds to close currently have total of $XXXand loan is currently short to close $XXX.
4.27.2026 Client provided assets used for transaction XXX  and XXX  XXX  both have recent statements (dated XXX  XXX ) however XXX  #XXX  assets having XXX and XXX  XXX statement with application date of XXX  XXX; missing more recent statement for XXX  Initial condition remains4.30.2026 Client provided copy of more recent XXX bank statements for XXX  and XXX XXX with balance of $XXX ; sufficient funds to close verified/met
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX % is below guideline maximum XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX  months mortgage payment history 0x30.
 
120993
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST3078
Insufficient # of months cash reserves for PITI per guideline requirements
No
Missing sufficient assets of $XXX (Reserverequirement XXX  months * $XXX = $XXX  and XXX  months for eachadditional financed property $XXX = $XXX . And XXX  open-end account$XXX  & $XXX ) to meet reserve requirement, currently borrower has $XXX.
4.27.2026 Client provided assets used for transaction XXX  and XXX  XXX both have recent statements (dated XXX XXX  however XXX  #XXX  assets having XXX  and XXX  XXX statement with application date of XXX  XXX; missing more recent statement for XXX   Initial condition remains 4.30.2026 Client provided copy of more recent XXX bank statements for XXX  and XXX  XXX with balance of $XXX ; verified reserves are sufficient for transaction
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX % is below guideline maximum XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX  months mortgage payment history 0x30.
 
120993
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Insurance
Satisfied
A
A
A
A
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
Insurance effective date: XXX ; Disbursement date per final CD XXX
(No Data)
(No Data)
Not Applicable
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX % is below guideline maximum XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX  months mortgage payment history 0x30.
 
120993
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Insurance
Satisfied
C
A
C
A
CRDINSR289
Insufficient Hazard Insurance Coverage
No
Missing sufficient hazard insurance coverage, requiredcoverage of $XXX  per policy insurancecoverage is $XXX  plus increase dwelling of $XXX = $XXX
4/22 Client provided appraisers replacement cost estimate
Satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX % is below guideline maximum XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX  months mortgage payment history 0x30.
 
120994
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
Homeowners counseling Document is Missing.
04/21/26 Client provided the HC List.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX /XXX  months in verified reserves; XXX  *XXX  + REO $XXX *XXX  months = $XXX  reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX % is below guideline max XXX %.
 
120994
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
Ten percent tolerance in the amount of $XXX due to added title fees (such as Loan tie-in fee) with no COC in file. Written List of Providers is missing, therefore all title fees  are tested as worst case scenario for XXX% violation. Condition is pending receiving Written List of Providers or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
04/21/26 Client provided the missing SPL. Re-testing results in no violation.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX /XXX  months in verified reserves; XXX  *XXX  + REO $XXX *XXX  months = $XXX  reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX % is below guideline max XXX %.
 
120995
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX % below guideline maximum XXX %.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX % below guideline maximum XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX  exceeds guideline minimum XXX
 
121215
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX is below the maximum allowed XXX of XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX  is XXX  points above the minimum required score of XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX is XXX % below the maximum allowable XXX of XXX %.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX  months of PITIA available in reserves; XXX months required.
 
121216
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
B
B
D
A
D
B
D
B
B
B
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
The loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status; 1) Missing evidence XXX  XXX XXX  is owned free and clear along with verification of monthly tax and insurance expenses ($XXX per 1003) 2.) Missing mortgage statement confirming XXX XXX property is escrowed for taxes and insurance.
5.11.2026 Client provided copy of taxes and HOI for XXX XXX  XXX  supporting amount used and provided Mortgage statement for XXX  XXX  showing as escrowed however don't appear to include both (taxes and insurance), provide copy of tax bill and HOI for XXX  XXX  to support this is escrowed. Note: Fraud Report reflect yearly taxes of XXX  for XXX  XXX and escrowed amount on mortgage statement is $XXX5.14.2026 Client provided copy of HOI and tax bill for XXX  XXX . in which appears to be more than the escrowed amount on mtg statement, XXX need adjusting. Condition remains, provide Lender updated 1003/1008 with including the correct verified PITIA for this property.  Upon receipt and review, DD firm XXX to be adjusted, currently XXX is XXX % without including this additional verification documentation. 5.18.2026 Client provided an updated 1003/1008 with adding additional $XXX for this property: XXX XXX . however it appears with the verification (previously provided) more than $XXX should be added for this property.  Condition remains for Lender to add the updated verified PITIA for this property: XXX  XXX  (per mtg statement, taxes, insurance, etc. that was previously provided).  Upon receipt and review, DD Firm XXX to be adjusted, currently DD Firm XXX is XXX % without adding the additional verified PITIA payment.5.26.2026 Client provided another updated 1003/1008 with now adding additional $XXX  in PITIA for this property (XXX  XXX ) and previously provided updated 1003/1008 adding additional $XXX however the added additional amount for this property should be $XXX  (which is total HOI/Taxes is $XXX = $XXX monthly minus $XXX /escrow amount on mtg statement) = $XXX additional amount that need to be added in XXX.  Condition remains, Lender updated 1003/1008 to include monthly $XXX in XXX vs $XXX  and upon receipt and review, DD Firm XXX to include the additional $XXX; current XXX is XXX % without this additional. 5/29 Client provided a corrected 1003/1008
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX  =XXX months reserves > program requirement of XXX  months ($XXX ).
 
121216
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
B
B
D
A
D
B
D
B
B
B
D
A
Credit
XXX
Satisfied
B
A
B
A
CRDXXX105
Debt Ratio Exception 5% or Less
No
Condition added after receipt of updated 1003/1008 adding additional $XXX  into XXX (on XXX XXX  property) and Lender updated 1008 reflect XXX of XXX %. XXX XXX % exceed guidelines maximum of XXX %
6/4 Client provided Email on review XXX  CU excluded less than 10 pmts
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX  =XXX months reserves > program requirement of XXX  months ($XXX ).
 
121216
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
B
B
D
A
D
B
D
B
B
B
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
File is missing documentation to verify total property expenses for additional properties owned; 1) Missing evidence XXX  XXX  XXX  is owned free and clear along with verification of monthly tax and insurance expenses ($XXX per 1003) 2.) Missing mortgage statement confirming XXX  XXX  property is escrowed for taxes and insurance.
5.11.2026 Client provided copy of taxes and HOI for XXX  XXX XXX  supporting amount used and provided Mortgage statement for XXX  XXX showing as escrowed however don't appear to include both (taxes and insurance), provide copy of tax bill and HOI for XXX XXX  to support this is escrowed. Note: Fraud Report reflect yearly taxes of $XXX for XXX XXX. and escrowed amount on mortgage statement is $XXX5.14.2026 Client provided copy of HOI and tax bill for XXX XXX . in which appears to be more than the escrowed amount on mtg statement, XXX need adjusting. Condition remains, provide Lender updated 1003/1008 with including the correct verified PITIA for this property.  Upon receipt and review, DD firm XXX to be adjusted, currently XXX is XXX % without including this additional verification documentation. 5.18.2026 Client provided an updated 1003/1008 with adding additional $XXX  for this property: XXX  XXX  however it appears with the verification (previously provided) more than $XXX  should be added for this property.  Condition remains for Lender to add the updated verified PITIA for this property: XXX  XXX   (per mtg statement, taxes, insurance, etc. that was previously provided).  Upon receipt and review, DD Firm XXX to be adjusted, currently DD Firm XXX is XXX % without adding the additional verified PITIA payment. 5.26.2026 Client provided another updated 1003/1008 with now adding additional $XXX  in PITIA for this property (XXX XXX) and previously provided updated 1003/1008 adding additional $XXX  however the added additional amount for this property should be $XXX  (which is total HOI/Taxes is $XXX  = $XXX monthly minus $XXX /escrow amount on mtg statement) = $XXX additional amount that need to be added in XXX.  Condition remains, Lender updated 1003/1008 to include monthly $XXX  in XXX vs $XXX   and upon receipt and review, DD Firm XXX to include the additional $298.85; current XXX is XXX % without this additional. LOX in file stating having no monthly HOA for the REO property 6.1.2026 Client provided updated 1008 and 1003 adding additional $XXX  and now included in DD Firm XXX with XXX now being XXX % in which exceed guidelines maximum of XXX %; this condition is being satisfied with receipt of requested documentation and XXX condition is being added.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX  =XXX months reserves > program requirement of XXX  months ($XXX ).
 
121216
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
B
B
D
A
D
B
D
B
B
B
D
A
Credit
XXX/CXXX
Waived
B
B
B
B
CRDXXX3028
XXX Exceeds Guideline Requirement by 10% or more
No
XXX % XXX >XXX % maximum for 2nd home cashout per program guidelines.  XXX  exception not applied due to outstanding conditions.
05/05/26 Upon further review XXX  XXX  XXX  determined that the XXX % XXX > XXX% maximum for 2nd home cashout per program guidelines  is non material due to the following compensating factors: Good credit history, $XXX  or XXX  cash reserves and XXX  credit score exceeds guidelines.
Final grade of B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX  =XXX months reserves > program requirement of XXX  months ($XXX ).
 
121216
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
B
B
D
A
D
B
D
B
B
B
D
A
Property Valuations
Property
Waived
B
B
B
B
PRVAPROP177
Property Issues Indicated
No
Subject property was listed for sale within XXX  months of application date for cash-out refi. *XXX  exception approval in file allowing up to max XXX of XXX %; inherited property.  XXX exception not applied due to outstanding conditions.
05/05/26 Upon further review XXX  XXX  XXX  determined that the subject property was listed for sale within XXX  months of application date for cash-out refi is non material due to the following compensating factors: Good credit history, $XXX  or XXX  cash reserves and XXX credit score exceeds guidelines.
Final grade of B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX  =XXX months reserves > program requirement of XXX  months ($XXX ).
 
121216
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
B
B
D
A
D
B
D
B
B
B
D
A
Property Valuations
Property
Waived
B
B
B
B
PRVAPROP2674
Property Issues Indicated 2
No
Appraisal report is transferred from different lender. XXX  exception not applied due to outstanding conditions.
05/05/26 Upon further review XXX XXX  XXX  determined that the appraisal report is transferred from different lender is non material due to the following compensating factors: Good credit history, $XXX  or XXX  cash reserves and XXX  credit score exceeds guidelines.
Final grade of B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX  =XXX months reserves > program requirement of XXX  months ($XXX ).
 
121217
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITIA $XXX  =XXX  months reserves > program requirement of XXX  months (XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
121218
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of subject property tax docs
5.14.2026 Client provided copy of property tax estimator of monthly taxes used for qualifying
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121218
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC191
Missing Mortgage
No
Please provide a copy of executed Mortgage with, if applicable, Riders.
05/13/26 Client provided the fully executed DOT.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121218
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero percent tolerance of $XXX due to added 2nd appraisal fee on initial CD XXX with no COC in file. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
05/21/26 Client provided a XXX  PCCD with cure, $XXX  check, LOE and proof of delivery.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121218
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Credit
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH1805
Debts/obligations not disclosed/accounted for at origination
No
Provide sufficient documentation supporting $XXX  monthly property tax on subject, as reflected on 1008. Subject to XXX and reserves recalc and may be subject to additional conditions upon review.
5.14.2026 Client provided copy of property tax estimator of monthly taxes used for qualifying
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121218
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Credit
Terms/Guidelines
Satisfied
C
A
C
A
CRDTER3122
Loan documents do not meet guideline requirements
No
Flood cert in file is pixelated. Provide clear, complete copy.
5.5.2026 Client provided legible copy of subject Flood Certificate Document, flood zone X
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121218
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Credit
Title
Satisfied
C
A
C
A
CRXXXL875
Title Does Not Agree With Mortgage
No
Unable to test due to missing DOT
5.14.2026 Client provided executed copy of subject Mortgage, vesting matches
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% qualifying XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121219
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Insurance
Waived
B
B
B
B
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
HOI effective date XXX same as the disbursement date.
4.22.26- Hazard insurance not in effect at time of closing, however valid at time of delivery to XXX for Purchase review.
4.22.26- waived.
Not Applicable
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX .
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX % is below guideline maximum XXX %.
 
121219
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL100
Legal document incorrect or incomplete
No
Contract addendum, Notice of new purchase price is not executed.
4.27.2026 Client provided executed all pages of purchase price contract including Notice of new purchase supporting $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX .
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX % is below guideline maximum XXX %.
 
121220
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per XXX and XXX Summary in file, a revised Loan Estimate XXX was re-disclosed. LE is missing in file please provide along with any COC if applicable.
06/10/26 Client provided the XXX COC and XXX LE package.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
121220
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
The Seller Fees on the Final CD do not match the Seller Fees from the Seller CD.
(No Data)
Condition Satisfied. All Seller fees have been sourced from the Seller CD .
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
121221
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years, XXX months at current job.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
121222
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
A
A
D
B
D
A
C
B
A
A
Credit
Insurance
Satisfied
C
A
C
A
CRDINSR5353
Insurance Expiration date is prior than the transaction date
No
HOI effective dates XXX - XXX. Disbursement date XXX.
4.23.2026 Client provided updated HOI policy effective XXX - XXX
Condition satisfied
Not Applicable
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX %; guidelines allow XXX%.
 
121222
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
A
A
D
B
D
A
C
B
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
AUS has the incorrect appraisal value of $XXX. Per the appraisal, appraised value $XXX.
4.15.2026 Client provided LP submission #7 however appraised value still showing as $XXX and actual appraised value of $XXX; initial condition remains for LP with correction or provide the valuation with $XXX that is being used by Lender 4/16 Client provided an appraisal XXX for $XXX Provide a revised LPA using $XXX value with corrected 1008 4.22.2026 Client provided another appraisal with value of $XXX dated XXX and now it appears this file having 3 different appraisals with value of $XXX and $XXX and $XXX; Lender to clarify reason for three difference appraisals and appears lender is using the mid value of $XXX of the three appraisals, possibly lower should be considered. Condition remains to clarify reason for three (3) different appraisals. Note: two of these appraisals completed by same appraiser ($XXX and $XXX both completed by same appraiser) and appear value was previously updated to $XXX with the updated appraisal provided for an XXX of XXX% 4.28.2026 Client provided Lender LOX regarding 2nd appraisal with originally value of $XXX and borrower submitted an ROV for this report to the appraiser, appraiser reviewed the ROV and added an additional comp #5 which increased the value to $XXX(vs $XXX), and $XXX is what is being used for qualifying for an XXX of XXX % Response, file was LP approved with LCA Risk of 2.5 (w/value of $XXX pg 42) and LCA Risk of 2.0 (w/value of $XXXpg 40) and Lender provided LOX regarding file having two separate appraisals from the same appraiser.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX %; guidelines allow XXX%.
 
121222
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
A
A
D
B
D
A
C
B
A
A
Property Valuations
Value
Satisfied
C
A
C
B
PRVAVALU5249
Property Value Not Supported
No
2nd Full 1004 appraisal provided for subject with value of $XXX Making the XXX XXX %  MAX XXX is XXX
(No Data)
Satisfied
Not Applicable
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX %; guidelines allow XXX%.
 
121223
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Closing date XXX Initial CD issued XXX No Confirmation of Receipt of Initial CD w/ proof of delivery at least 3 Days Prior to Consummation provided.
04/24/26 Client provided the hand-signed Initial CD confirming receipt by all parties on XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
120996
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower have been in the same profession for XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
120997
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Missing Affiliate Business Disclosure.
04/02/2026 Client provided signed Affiliate Business Statement reflecting Lender has no ownership interest, direct or indirect, nor any other relationship with any settlement Service provider that would require disclosure of an Affiliates Business relationship.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%, XXX under XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX. x XXX= $XXX reserves.
 
120997
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
State Consumer Protection
Satisfied
B
A
B
A
CMPSTCP2129
MD Counseling Notice not in file
No
Missing XXX.
04/08/26 Client provided the XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%, XXX under XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX. x XXX= $XXX reserves.
 
120998
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
120998
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Appraisal fee increased from initial LE XXX $XXX to final LE XXX $XXX. COC issued XXX does not list fee increase or any details as to why fee increased. No cure provided on final CD to satisfy condition. Condition pending receipt detailed COC with fee increase validated or Post CD reflecting lenders cure, LOX, Total Refund of $XXX w/ Proof of Delivery.
05/11/2026 Client provided copies of notes reflecting the panel appraiser requesting $XXX  Condition remains. Provide a valid reason the appraiser increased the fee for re-review. Additional conditions may apply. 05/14/26 Client provided the Appraisal invoice and duplicate copy of the appraisal panel notes. Condition remains. The documentation does not provide a valid change in circumstance for increasing the fee from $XXX to $XXX. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery with tracking.05/21/2026 Client provided PCCD XXX with cure, copy of cure check, LOE to Borrower and in transit shipping label.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
120999
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121000
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Right of Rescission
Satisfied
C
B
C
B
CMPROR1911
Incorrect ROR Form Used - H9 Form Used in Refinance With Different Creditor
No
Per title commitment, property is free and clear. Incorrect ROR Form H-9 was used with this transaction. Condition is pending receiving a correct version H-8 of XXX to all entitled to rescind to re-open rescission, LOX to borrower and a proof of delivery with tracking information.
06/01/26 Client provided an LOE to borrower, tracking and corrected H-8 ROR forms. Package was delivered XXX with new rescission period ending midnight of XXX. Condition remains for the new rescission period to expire.06/08/26 The new rescission period is now expired.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below the maximum allowable XXX of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX with current business since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121001
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing executed settlement statement for sale of XXX and exclusion of PITIA.
4.24.2026 Client provided executed Final XXX from sale of XXX with payoff of existing lien and net proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121001
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
XXX - List of homeowners counseling organizations not in file
04/23/2026 Client provided missing List of homeowners counseling organizations dated XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121002
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX or $ XXX X XXX = $ XXX+ XXX for Additional REO or ( $ XXX X XXX = $ XXX )
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121002
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX tolerance in the amount of $XXX due to Survey fee added in C. section on final CD XXX with no valid COC in file. As no providers are listed on SPL for this service, fee is not a shoppable fee and is tested for XXX% violation. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
05/14/26 Client provided a XXX PCCD, LOE, refund check and proof of delivery.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX or $ XXX X XXX = $ XXX+ XXX for Additional REO or ( $ XXX X XXX = $ XXX )
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121003
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
D
A
D
B
D
B
A
A
D
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Lender paid Buydown included on final CD XXX. No Buydown Agreement provided. Missing Buydown Agreement
05/05/2026 Client provided a Buyer Disclosure, Affidavit, Certification, and Agreement for closing services.   Condition remains for the Buydown agreement per the Additional Filters and Pricing Variables, the conditional Approval and Final CD in file. 05/20/26 Client provided the fully executed Buydown Agreement.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage payment history shows zero derogatory events since account opened XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
121003
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
D
A
D
B
D
B
A
A
D
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3640
TRID - CD: Zero tolerance fee or fees increased at or prior to closing without a valid reason or the revised LE/CD was not timely disclosed; insufficient credit or refund provided
No
Diligence Delivery fee $XXX was added to initial CD XXX section B. Fee is subject to XXX tolerance. No COC provided listing fee amount or any details as to why fee was added. Cure provided on final and Post CD of $XXX for Credit Report fee increase and addition of Verification fee, insufficient to satisfy condition. Condition pending receipt detailed COC with fee addition validated or additional Post CD reflecting lenders cure, LOX, total Refund of $XXX w/ Proof of Delivery.
05/07/2026 Client provided COC XXX however, it does not explain the addition of the Diligence delivery fee added.  Condition remains. Provide the change that occurred resulting in the fee being added or PCCD with additional cure, copy of cure check, LOE to Borrower and evidence of delivery via tracking. 05/13/26 Client provided another copy of the XXX COC and CD. Upon re-review, the $XXX Diligence Delivery Fee is paid to the Client and the Lock with Client occurred on XXX. Fee addition is valid. Re-testing still results in an additional cure of $XXX for the added XXX of $XXX added to the Final XXX CD without a COC. Provide the missing COC for review, OR provide borrowers with a $XXX refund, PCCD with increased cure, LOE and proof of delivery.05/22/2026 Client provided COC XXX reflecting Property type of value change or Re-inspection required.  Condition remains.  COC does not give a valid reason for the addition of the XXX added on the Final CD.  Provide additional information/documentation for fee or PCCD with cure, copy of cure check, LOE to Borrower and evidence of delivery. 06/09/26 Client provided a XXX PCCD, LOE, $XXX check and tracking.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage payment history shows zero derogatory events since account opened XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
121003
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
D
A
D
B
D
B
A
A
D
A
D
B
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing XXX. XXX Score in file XXX, guideline requires XXX and below.
5/7 Client provided a XXX supporting the appraised value
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage payment history shows zero derogatory events since account opened XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
121004
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
The Seller Fees on the Final CD do not match the Seller Fees from the Seller CD. However, PC-CD seller fees are more then seller Cd fee (by XXX)
(No Data)
Condition Satisfied. All Seller fees have been sourced from the Seller CD .
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $9XXX * 6 = $XXX reserves required for subject.  REO reserves - $XXX * XXX (borrower has 5 financed properties) = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX. 0x30 mortgage payment history; 0x30x24 required.
 
121224
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XX at current employment.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX effective, $XXX to close, $XXX reserves; $XXX* XXX = $XXX for subject + XXX for one financed REO: XXX, = XXX reserves required; met
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX is below guideline maximum XXX%.
 
121225
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121226
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * 9 = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.   Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying credit score is XXX%. Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
121227
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
121228
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
The Seller Fees on the Final CD do not match the Seller Fees from the Seller CD.
(No Data)
Condition Satisfied. All Seller fees have been sourced from the Seller CD .
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX = XXX reserves > program requirement of XXX.
 
121228
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX tolerance $XXX due to increase in Appraisal fee on Cd XXX without a valid CoC. Requires CoC, or corrected PCCD, copy of refund check, LOX and verification of shipping
05/26/26 Client provided the following Seller response: XXX LE shows Appraisal Fee of $XXX and Appraisal Review Fee of $XXX. XXX CD shows the same amount. No increase. Condition remains. Upon re-review, the initial increase in the Appraisal fee occurred on the revised XXX LE. The XXX COC does not provide a valid reason/explanation for this increase. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery with tracking.05/28/26 Client provided an Email from Seller with screenshot of the Appraisal company notes/log from XXX explaining the total fee for the orderdue to complexities of the property and value over $XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX = XXX reserves > program requirement of XXX.
 
121228
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5111
TRID - LE delivered only via e-mail but there is no prior e-sign consent in file; by regulation, LE must be treated as not delivered
No
LE's in file is eSigned by borrower however the XXX in file shows pending and it is dated for XXX. Please provide XXX within XXX of initial LE XXX.
05/26/26 Client provided the Document Package Audit Report reflecting the XXX XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX / Subject PITI $XXX = XXX reserves > program requirement of XXX.
 
121229
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121230
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Only CD XXX found in file. Missing final CD acknowledged by the borrowers at closing on XXX ( CD in file signed by the borrowers is a title company CD, not lender's one)
05/12/26 Client provided a duplicate copy of the Initial XXX CD and Tracking. Condition remains. File contains an incomplete CD signed by the borrowers at Closing XXX. This CD cannot be tested for compliance due to several missing fields, including all of the Loan Calculations section. Lender to provide explanation for an incomplete CD being presented to the borrowers at Closing. Subject to re-review.05/26/26 Client provided a complete CD reflecting an Issue Date of XXX, however the Tracking provided indicates this CD was not delivered to the borrowers until XXX (post closing). Condition remains. Lender to provide detailed explanation of the CD timeline issues for review - Complete CD issued XXX. Incomplete CD issued XXX, yet signed XXX - at closing, and new CD issued XXX but not delivered until XXX (post close). Subject to re-review and re-testing. Additional conditions may apply.06/11/26 Client provided an LOE from Lender stating at closing, the title co. provided a company-generated CD instead of the lender-issued CD for signature. Once this discrepancy was identified, they immediately notified the title co. and they sent a correct lender CD for signature. Upon review by XXX, the condition remains. Additional clarification is needed, including a complete timeline of when the CDs were disclosed to the borrower and which CD the Lender is using for their Final CD testing. Subject to re-review.06/19/26 Client provided a CD road map, email from Title and copies of the CDs. Upon review by XXX, the XXX CD presented to borrower & signed at Closing on XXX contain blank fields that are material, therefore baseline testing will be performed on the complete XXX Initial CD. The XXX CD presented to borrower & e-signed on XXX can be part of the 130(b) cure, however we require a copy of the LOE that was provided with that CD to the Borrower.06/25/26 Client provided the Email chain that includes the XXX Email LOE to borrowers.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX > reserve requirement $XXX.
 
121230
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD/Seller Settlement in file and able to trace all fees
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX > reserve requirement $XXX.
 
121231
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
The Final Closing Disclosure does not reflect all the required Seller paid closing fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
121232
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX or $ XXX X XXX = $ XXX+ XXX for Additional REO or $ XXX X XXX = $ XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX
 
121233
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121234
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due to Appraisal Fee increase on LE XXX and addition of Appraisal Review fee on LE XXX without a valid COC in file. Condition pending receiving a valid Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
05/12/26 Client provided a duplicate copy of the Appraisal Invoice. Condition remains. An Invoice is not a valid change in circumstance for increasing the Appraisal Fee. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery that includes tracking information.05/18/2026 Client provided PCCD XXX with $XXX cure for the Appraisal review, copy of cure check, LOE and delivered shipping label.  Condition remains.  Borrower is due a refund of the addition $XXX due to the increase of the appraisal fee with no valid reason for change. Provide PCCD with additional cure, copy of cure check, LOE to Borrower and evidence of delivery via tracking. 06/01/26 Client provided a XXX PCCD, LOE, $XXX check and tracking (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX properties. Total required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
121005
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1742: Consumer credit history exceeds guidelines
- XXX Comments:  Borrower has 0x30 for XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
121006
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at present job
 
121007
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.Missing evidence of taxes and insurance for property located at XXX.Missing source of funds and payment information for bridge loan, secured by property located at XXX.
7.2.2026 Client provided copy of tax bill ($XXX mo) and HOI ($XXX mo) supporting monthly $XXX as reflect on REO of 10037.2.2026 Client provided executed CD from Bridge with cash to borrower of $XXX and appears to be a XXX Balloon payment HELOC with Lender qualifying with $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121007
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Lock Extension fee $XXX was added to initial CD XXX section A. COC issued XXX does not list fee amount or any details as to why fee was added. No Rate Lock pricing provided indicating any change in loan amount, expiration date or XXX to validate this fee. No cure provided on final CD. Condition pending receipt detailed COC with fee addition validated or Post CD reflecting lenders cure, LOX, Refund of $XXX w/ Proof of Delivery.
07/01/26 Client provided an Email from seller reflecting a screenshot of the XXX Lock extension date and pricing.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121007
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Missing source of funds and payment information for bridge loan, secured by property located at XXX.
7.2.2026 Client provided executed CD from Bridge with cash to borrower of $XXX and appears to be a XXX Balloon payment HELOC with Lender qualifying with $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121007
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing evidence of taxes and insurance for property located at XXX.
7.2.2026 Client provided copy of tax bill ($XXX mo) and HOI ($XXX mo) supporting monthly $XXX as reflect on REO of 1003
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121008
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Title
Satisfied
C
A
C
A
CRXXXL875
Title Does Not Agree With Mortgage
No
Missing title evidence with the correct loan amount of $XXX; prelim supplement reflects $XXX.
4.29.2026 Client provided updated Title with correct loan amount of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX. 0x30 rental/housing payment history; 0x30x12 required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*XXX= $XXX reserves required.
 
121235
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines require up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX  (XXX for loan less than $XXX plus XXX for XXX Borrower) = $XXX reserves required for subject.
 
121236
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Last LE XXX is not signed by the borrower and no evidence was found in file of borrower's receipt. Please provide borrower's acknowledgment of receipt min XXX prior to closing date.
04/29/26 Client provided an Email to the borrower dated XXX that includes the XXX LE. Condition remains. Provide the borrower confirmation of receipt for testing.05/12/26 Client provided XXX, XXX and XXX. Condition remains. Provide the borrower confirmation of receipt for the last LE.05/13/26 Client provided the missing XXX LE that was e-signed by borrowers on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
121236
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3640
TRID - CD: Zero tolerance fee or fees increased at or prior to closing without a valid reason or the revised LE/CD was not timely disclosed; insufficient credit or refund provided
No
XXX percent tolerance in the amount of $XXX due to increase in Credit Report fee form $XXX on initial LE XXX to $XXX on final CD XXX and increase in Doc Prep fee by $XXX on final CD XXX with no valid COC in file. Lender's credit of $XXX for tolerance cure is not sufficient to cover it. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund for $XXX and proof of delivery via shipping that includes tracking information.
04/29/26 Client provided a XXX PCCD, LOE and $XXX refund check. Condition remains for the proof of delivery (tracking required).05/05/2026 Client provided duplicates of XXX PCCD, LOE and $XXX refund check. Condition remains for the proof of delivery (tracking required).05/06/26 Client provided the Email confirmation of receipt of the refund from the Borrower.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
121236
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Credit
Application
Satisfied
D
A
D
A
CRDAPP130
Application is incomplete
No
Missing final uniform underwriting and transmittal summary (1008); required by XXX for manual underwrite.
4.29.2026 Client provided Lender 1008
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
121236
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER3490
Missing Patriot Act form
No
Missing fully executed XXX.
4.29.2026 Client provided XXX Information Disclosure however still missing executed XXX with ID verification. 5.6.2026 Client provided XXX Information Disclosure however still missing executed XXX with ID verification. Condition remains 5/13 Client provided the executed XXX
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX month > reserve requirement $XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
121237
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
C
A
A
A
C
A
C
A
C
A
A
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST206
Asset Amounts Are Unsupported by Documentation in File
No
XXX #XXX asset used to qualify.Asset is in a Trust's name that has B1's name in it and an individual who is not on the subject loan.Provide a copy of the trust to ensure B1 has full access to this account. May be subject to additional conditions upon review.
6.2.2026 Client provided copy of Trust with B1 as XXX and XXX of Trust along with other party (however other party documentation/Obituary was provided).
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  0 x 30 XXX months
 
121237
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
C
A
A
A
C
A
C
A
C
A
A
A
Credit
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH1805
Debts/obligations not disclosed/accounted for at origination
No
Provide the following for 'XXX XXX' inquiry on the XXX XXX. May be subject to additional conditions upon review.' If the credit report indicates inquiries within the most recent XXX of the credit report, the seller must confirm the borrower did not obtain additional credit that is not reflected in the credit report or mortgage application. In these instances, the borrower must explain the reason for the credit inquiry. If additional credit was obtained, a verification of that debt must be provided, and the borrower must be qualified with the monthly payment. Confirmation of no new debt may be in the form of a new credit report, pre-close credit report or gap credit report.'
5.28.2026 Client provided LOX from borrower regarding inquires on credit report stating XXX did not result in a new account or debt and XXX is on credit report with $XXX balance
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  0 x 30 XXX months
 
121237
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
C
A
A
A
C
A
C
A
C
A
A
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR171
Subject Photos Unacceptable
No
a. Sketch shows 1.0 bathroom above grade (1st and 2nd floors)b. Grid shows 2.1 bathrooms above gradec. Photos show 2.0 bathrooms above grade Appraiser to address / correct discrepancies. May be subject to additional conditions upon review
5.20.2026 Client provided updated appraisal reflecting 2.1 bathrooms above grade and .5 basement and corrected sketch and provided the applicable photos
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  0 x 30 XXX months
 
121238
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5111
TRID - LE delivered only via e-mail but there is no prior e-sign consent in file; by regulation, LE must be treated as not delivered
No
The file contains only the "pending" XXX documentation. Provide borrower's XXX for accurate testing.
05/13/26 Client provided the Audit Report containing the XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*XXX= $XXX reserves required.
 
121239
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
Missing lender's asset depletion income calculations for both borrowers including figures and accounts used.
5.18.2026 Client provided Lender income worksheet calculation supporting asset depletion income used for both borrowers.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrowers have been in their respective professions for XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX effective/reserves; $XXX required by program to use asset depletion.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX. 0x30 mortgage payment history; 0x30x24 required.
 
121240
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing income documentation
5/29 Client provided the income docs
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX exceed guideline requirement of $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower  have been in the same line of work for XXX
 
121240
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC888
Income Amount is  Unsupported by Documentation in File
No
XXX 1040 Personal Tax Returns for the borrower must be complete with all schedules (W-2 forms, K-1s etc.) and must be signed and dated. In lieu of a signature, personal tax transcripts for the corresponding year may be provided.2023/2024 Business income tax returns for XXX; XXX; XXX; and XXX must be complete with all schedules and must be signed and dated. In lieu of a signature, business transcripts for the corresponding year may be provided on or before the closing date.
5.5.2026 Client provided the following income documents: provided XXX 1065 (XXX) and provided XXX 1120S (XXX) and provided XXX 1120S (XXX, primary source of income) and provided XXX k1 (< XXX%) for XXX and XXX (all business returns provided are also signed dated) and provided duplicate (in file) w2 and 1040 Transcripts however still missing (a). XXX 1040's (including all schedules) and (b). missing XXX business returns for XXX (for additional calculation/appears to be Schedule C) and (c). primary source income from XXX. with review of XXX 1120S income declined from XXX unable to duplicate Lender income of $XXX due to declining of income from XXX (provide Lender Cash Flow analysis to support the Primary Source income of $XXX w/XXX) along with LOX from Borrower regarding declining income.  Income is still under review for missing documentation to support income being used for qualifying. 5.8.2026 Client provided Lender Cash Flow Income Analysis for XXX income used for qualifying and regarding Primary source income w/XXX. difference in income appears to be due to Lender using Section 179D deduction being added back for Year XXX in the amount of $XXX (reflected on Statement 2 and statement 8 and 9 of 1120S) however not considered by XXX. Condition remains, (a). Primary source income w/XXX. still under review and (b). missing XXX 1040 Personal returns w/all schedules (not provided with income documents) 5.21.2026 Client provided Memorandum to File regarding Section 179 depreciation. Condition remains, (a). Primary source income w/XXX. still under review and (b). missing XXX 1040 Personal returns w/all schedules (not provided with income documents) 5/29 On review by XXX XXX,  Client provided the signed and dated XXX 1040s and K1s with W2 transcripts; Section 179 add back for XXX is supported
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX exceed guideline requirement of $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower  have been in the same line of work for XXX
 
121240
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Condition added with review and receipt of XXX income documentsMissing XXX 1040 Personal tax returns with all schedules, including w2's (in addition, appear XXX income/loss is Schedule C) and 1040's needed for other XXX income being used.
5/29 Client provided signed XXX 1040s W2 transcripts and K1s supporting income
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX exceed guideline requirement of $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower  have been in the same line of work for XXX
 
121240
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3258
Missing Profit and Loss statement for one or more XXX borrowers
No
Provide signed and dated Profit and Loss Statements for XXX; XXX; XXX and XXX. Profit and Loss statements may be omitted if XXX tax returns are provided and no declining income present.
5.5.2026 Client provided end of year XXX P/L and Balance Sheet for primary source income w/XXX. and all other business is secondary and appears to be loss calculation used (per Final 1003).  Condition remains for (a). LOX from Borrower regarding declining of income from XXX for primary source income w/XXX and Primary source income still under review due to unable to duplicate Lender monthly income of $XXX using XXX 1120S business returns and (b). missing Lender Cash Flow analysis for Primary source income of $XXX 5.8.2026 Client provided Lender Cash Flow Income Analysis for XXX income used for qualifying and regarding Primary source income w/XXX. difference in income appears to be due to Lender using Section 179D deduction being added back for Year XXX in the amount of $XXX (reflected on Statement 2 and statement 8 and 9 of 1120S) however not considered by XXX. Primary income w/XXX. still under review, this condition is being satisfied with receipt of Profit/Loss and Lender Cash Flow income analysis.  See separate income condition on file for other requested outstanding income conditions.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX exceed guideline requirement of $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower  have been in the same line of work for XXX
 
121009
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
Per title commitment in file, loan originated with the same lender. Incorrect H8 ROR form was used instead of H9 form
4/14/26 Client provided an approved exception for using incorrect ROR form
4/14/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121010
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
XXX Home Equity
Satisfied
C
A
C
A
CMPTXHE119
XXX Equity - Affidavit of Fair Market Value not signed by lender
No
Affidavit of Fair Market Value is not signed by lender
05/14/2026 Client provided the missing Affidavit of Fair Market Value signed by lender.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX at same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
121010
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
XXX percent tolerance in the amount of $XXX due to increase in Recording fee from $XXX on LE XXX to $XXX on initial CD XXX with no COC in file. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund
05/21/2026 Client provided a copy of the cure check, LOE and delivered shipping label.   Condition remains for the PCCD reflecting the cure that was provided at the time of delivery. additional conditions may apply. 05/22/26 Client provided the missing XXX PCCD reflecting the $XXX cure.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX at same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
121011
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
 Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.Missing signed XXX Personal Tax ReturnsMissing signed XXX Business Returns and K1's for XXXMissing YTD 1st quarter Profit and Loss for XXX as this appears to be the main business.
6.1.2026 Client provided XXX 1040 and 1120S (and signed dated) for both XXX: XXX supporting monthly income used for qualifying with having over XXX at each XXX to allow for XXX calculation and provided YTD XXX P/L for XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
121011
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC888
Income Amount is  Unsupported by Documentation in File
No
Missing signed XXX Personal Tax ReturnsMissing signed XXX Business Returns and K1's for XXXAdditional conditions may apply.Income will be calculated once all income documents are received
6.1.2026 Client provided XXX 1040 and 1120S (and signed dated) for both XXX: XXX supporting monthly income used for qualifying with having over XXX at each XXX to allow for XXX calculation
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
121011
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Missing signed XXX Personal Tax ReturnsMissing signed XXX Business Returns and K1's for XXX and XXXAdditional conditions may apply.Income will be calculated once all income documents are received
6.1.2026 Client provided XXX 1040 and 1120S (and signed dated) for both XXX: XXX supporting monthly income used for qualifying with having over XXX at each XXX to allow for XXX calculation
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
121011
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3258
Missing Profit and Loss statement for one or more XXX borrowers
No
Missing YTD 1st quarter Profit and Loss for XXX as this appears to be the main business.
6.1.2026 Client provided YTD XXX P/L and balance sheet for both XXX businesses: XXX.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline requirements
 
121012
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of missing income and reo docs.
6.8.2026 Client provided all applicate requested documentation
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
121012
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
121012
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST206
Asset Amounts Are Unsupported by Documentation in File
No
Provide the following for all business accounts used to qualify loan. May be subject to additional conditions upon review."Cash flow analysis required using most recent XXX business bank statements to determine no negative impact to business"
6.4.2026 Client provided Cash Flow Asset Business Analysis covering the four (4) accounts: #XXX, #XXX, #XXX, #XXX covering XXX business statement assets
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
121012
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Provide the following; may be subject to additional conditions upon review.1. Complete statement for XXX XXX # XXX Business account. Not all pages are in file/2. XXX statement for XXX # XXX Business account.
6.3.2026 Client provided Lender rebuttal stating, #XXX is a personal checking account and provided a snippet from XXX regarding the XXX #XXX as being a personal account and provided full complete (all 11 pages) of print out for business #XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
121012
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Provide sufficient documentation supporting XXX amounts reflected on Final 1003, for both REOs. Tax for each was located on XXX page 505 combined file. HOA letters are in file. These do not add up to amounts on 1003. Subject to XXX recalc and may be subject to additional conditions upon review.
6.3.2026 Client provided LOX regarding documentation provided along with HOI/Taxes for each property supporting amount used on REO 1003 for both properties which supports fraud documentation (in file pg 505) per initial condition
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
121012
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Provide XXX XXX 1040 transcript for tax return. Page 136 combined file doc is a one page transaction statement. Subject to full income calc and may be subject to additional conditions upon review.
6.3.2026 Client provided Lender rebuttal stating, per guidelines if taxes were filed but not yet available then XXX response must reflect "No Record Found" (no tax return filed) which was provided and the, tax returns are to be used. No record is being shown since, they recently file per electronic confirmation on XXX Response, per guidelines 1040 Transcripts are required, Form 9325 was provided that supports your XXX federal income tax returns were filed for Year XXX and accepted on XXX and evidence of no record found was provided.  XXX do state: in the case where taxes have been file and the tax transcripts are not available from the XXX, the XXX response to the request must reflect No Record Found.  In these cases, an additional prior years tax transcripts should be obtained and provided along with evidence of filing for most recent tax year and proof taxes have been paid, if applicable.  Condition remains, file do not have XXX nor XXX 1040 full Transcripts. Income appears to have doubled from prior year (XXX) to current year (XXX) with CPA Letter in file (pg 676). Condition remains for XXX 1040 Transcripts. 6.8.2026 Client provided XXX 1040 Transcripts along with XXX no record and file having signed dated XXX 1040 and 1120S
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
121013
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of missing XXX reo mortgage payment
5.19.2026 Client provided HELOC terms agreement, disclosures etc. and subject CD (pg 232) reflect evidence of receipt of bridge loan funds of $XXX however still missing evidence of the monthly payment $XXX that is being used by Lender. 5.22.2026 Client provided HELOC Line of Credit Agreement that reflect as being a balloon payment and final entire outstanding balance in a single payment is due on XXX on departure home, XXX HELOC balloon payment
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  0x30 for XXX.
 
121013
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing XXX XXX mortgage payment for XXX monthly, Note amount XXX.
5.19.2026 Client provided HELOC terms agreement, disclosures etc. and subject CD (pg 232) reflect evidence of receipt of bridge loan funds of $XXX however still missing evidence of the monthly payment $XXX that is being used by Lender. 5.22.2026 Client provided HELOC Line of Credit Agreement that reflect as being a balloon payment and final entire outstanding balance in a single payment is due on XXX on departure home, XXX HELOC balloon payment
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  0x30 for XXX.
 
121013
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Invoice for XXX in file, provide missing XXX.
5.19.2026 Client provided 3rd party XXX valuation supporting appraised value with XXX% variance.
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  0x30 for XXX.
 
121014
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
C
A
C
B
C
B
A
A
C
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3646
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or the revised LE/CD was not timely disclosed; insufficient credit or refund provided
No
XXX percent tolerance in the amount of $XXX due to increase in Recording fee from $XXX on initial LE XXX to $XXX on final CD XXX. 10% violation is $XXX, lender's credit $XXX for tolerance cure on Funding CD XXX is not sufficient to cover it. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund for $XXX
05/22/26 Client provided a XXX PCCD with additional cure, LOE to Borrower and $XXX refund check. Condition remains for the proof of delivery.06/23/26 Client provided evidence of the cleared check in borrower's account.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121014
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
C
A
C
B
C
B
A
A
C
A
C
B
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR119
Appraisal documentation does not support occupancy
No
Owner Occ Refinance: Page 2 of appraisal report indicates property is Vacant.
5.22.2026 Client provided updated appraisal reflecting pg 2 as Owner Occupied
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121015
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/XXX > reserve requirement  $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
121016
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing complete documentation for omission of debt. Provide Final CD from sale of XXX, MA XXX signed by all parties. Evidencing payoff of XXX #XXX.
6.19.2026 Client provided executed Seller CD from sale of home: XXX (closed simultaneously) with payoff of existing lien and netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  B2 have been in the same line of work for XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121016
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2354
Asset Verification In File is Incomplete Per Requirements
No
Document borrower receipt of net proceeds of $XXX from sale of XXX, MA XXX. May require additional condition review.
6.19.2026 Client provided executed Seller CD from sale of home: XXX (closed simultaneously) with payoff of existing lien and netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  B2 have been in the same line of work for XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121016
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2550
Missing HUD-1 from sale of property
No
Provide Final CD from sale of XXX, MA XXX signed by all parties. Evidencing payoff of XXX #XXX.
6.19.2026 Client provided executed Seller CD from sale of home: XXX (closed simultaneously) with payoff of existing lien (along with discharge of mortgage) and netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  B2 have been in the same line of work for XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121016
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Provide a copy of the XXX
6.11.2026 Client provided XXX A/Eligible submission #XXX dated XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  B2 have been in the same line of work for XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121242
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC2488
Verbal verification of employment missing
No
The file is missing the verbal verification of employment dated within XXX of the Note for all employment for both borrowers.
5.6.2026 Client provided Lender VVOE loan summary however appears verification of VVOE summary is cut off on side, unable to determine info regarding B1 and B2 VVOE for both 1st employment.  Condition remains for VVOE for both borrowers 1st employment. 5/8 Client provided legible VVOEs
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  XXX * 9 = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
121242
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
The file contains an LES for the borrower's secondary XXX employment; however, the paystub is not fully legible. A legible copy of the LES is required.
5.6.2026 Client provided legible copy of 2nd employment (LES) XXX employment supporting monthly income of $XXX and file having 2025 w2 for XXX employment for B1
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  XXX * 9 = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
121244
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
B
A
D
A
D
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
List of homeowners counseling organizations not in file
05/12/2026 Client provided missing List of homeowners counseling organizations dated XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or 10.66 PITIAGuidelines require XXX or $ XXX X XXX = $ XXX+XXX for Additional REO or ( $ XXX X XXX  = $ XXX )
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
121244
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
B
A
D
A
D
A
A
A
B
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2996
Missing Trust Documents
No
The file does not contain Trust documentation.
5.13.2026 Client provided executed copy of Revocable Trust documentation, both borrowers as XXX and provided executed by Borrowers Trustee Acknowledgment.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or 10.66 PITIAGuidelines require XXX or $ XXX X XXX = $ XXX+XXX for Additional REO or ( $ XXX X XXX  = $ XXX )
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
121245
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.Document sale of property of XXX CT XXX, by providing a photocopy of the fully executed settlement statement with proceeds no less than XXX for required cash to close and reserves, and validating exclusion of housing debt.Provide documentation that the following Federal Tax Liens have been paid/satisfied.Case XXX/XXX/Filed XXX/Amount of $XXXCase XXX/XXX/Filed XXX/Amount $XXX
6.4.2026 Client provided executed Seller CD from sale of departure home with payoff of existing liens (1st & 2nd) and payment made to XXX for outstanding liens with netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
121245
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Document sale of property of XXX CT XXX, by providing a photocopy of the fully executed settlement statement with proceeds no less than XXX for required cash to close and reserves, and validating exclusion of housing debt.
6.4.2026 Client provided executed Seller CD from sale of departure home with payoff of existing liens (1st & 2nd) and payment made to XXX for outstanding liens with netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
121245
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Re-Verifications
Satisfied
C
A
C
A
CRDRVRFC1803
Debts/Obligations that were not discl at origination revealed through independent re-verification
No
Provide documentation that the following Federal Tax Liens have been paid/satisfied.Case XXX/XXX/Filed XXX/Amount of $XXXCase XXX/XXX/Filed XXX/Amount $XXX
6.4.2026 Client provided executed Seller CD from sale of departure home with payoff of existing liens (1st & 2nd) and payment made to XXX for outstanding liens with netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
121246
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has stable employment with XXX at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guidelines.
 
121247
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Only Initial CD provided. Missing final CD at consummation.
05/21/2026 Client provide, fully executed Final CD signed on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
121247
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Origination Fee $XXX was added to final LE XXX section A & Flood Cert fee increased from $XXX to $XXX on final CD. COC issued XXX does not list fee increases or give any details as to why fees increased. No cure provided on final CD. Condition pending receipt detailed COC with fees validated or Post CD reflecting lenders cure, LOX, Refund of $XXX w/ Proof of Delivery.
05/27/26 Client provided a XXX PCCD, LOE, $XXX refund check and tracking (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
121248
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX* XXX = $XXX reserves required.
 
121249
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review receipt of missing VOE and 1065s.
5.18.2026 Client provided VVOE for B2 (1st wage earner employment) and provided the XXX 1065 business returns for XXX.  This condition remains for additional requested documentation regarding the XXX condition on file. 5.22.2026 Client provided the Written VOE for B2 (adding bonus income of $XXX) and previously provided updated XXX #XXX  with now including the PITIA of $XXX for XXX (initially 1003 reflected rental income that was not used by XXX, Lender have now added bonus income and including full PITIA for XXX. property), Lender updated XXX per XXX #XXX is XXX% and XXX updated XXX is XXX% (Residual income met) and regarding XXX, no longer considering the loss, updated lender calculation supports positive when adding back depreciation.  Note: XXX #XXX is the final XXX for this transaction with now including the full PITIA for XXX ($XXX) and adding bonus income ($XXX) for B2.
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121249
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Provide valid COC / Rate Lock for increase in Loan Points by $XXX on revised LE XXX or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information
05/11/2026 Client provided COC XXX reflecting lock, increasing discount points.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121249
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5111
TRID - LE delivered only via e-mail but there is no prior e-sign consent in file; by regulation, LE must be treated as not delivered
No
Earliest XXX is dated XXX. Application date XXX. Initial LE dated XXX and e-signed by borrowers on XXX. Missing XXX in file on or prior XXX
05/11/2026 Client provided accepted consent for both on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121249
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
B
A
B
A
CRDXXX106
Debt Ratio Exception >5% and <10%
No
Max XXX XXX%. Qualifying XXX XXX% due to differing income and rental income calcs.
5.14.2026 Client provided Lender rebuttal regarding income calculation for XXX and provided updated XXX and 1008 using B1 slightly lower Schedule C income and XXX Loss to -$XXX (using XXX average) however did not provide the XXX XXX 1065 for this updated loss calculation being used, in addition appears another difference in XXX is rental income and with review of documents appears Final 1003 reflect using rental income ($XXX) for XXX property however not reflected on Schedule E of XXX and currently PITIA for this property is being included in XXX XXX.  Condition remains (a). missing 1065 XXX XXX business returns to support the updated loss calculation being used vs using XXX (due to under extension) and (b). missing all applicable documentation to support rental income for XXX. property, in addition no rental worksheet found for this property however is reflected on REO as using rental income.  Upon receipt and review, income and rental income calculation to be re-visited and maybe subject to additional conditions. 5.18.2026 Client provided full complete copy of 1065 XXX for XXX along with all Schedules (including k1's w/loss) and were signed dated by Borrower supporting the calculation used on the updated income worksheet for this business. Condition remains for additional documentation requested (in prior update) regarding XXX property, for (a). missing all applicable documentation to support rental income for XXX. property, in addition no rental worksheet found for this property and not reflected on Schedule E of 1040 returns, however is reflected on REO as using rental income. Upon receipt and review, income (XXX, etc) and rental income calculation to be re-visited and maybe subject to additional conditions. 5.20.2026 Client provided an LOE stating we removed the rental for the property, got a WVOE for co-borrower and used bonus income.  Response, received updated 1003/1008 with adding bonus income for B2 of $XXX (however missing the WVOE to support) and received updated XXX #XXX with removing the rental income and adding the bonus income and appears to be removing the loss from XXX (due to with including depreciation would be positive vs loss) however Lender updated XXX is XXX% and XXX initial XXX of XXX% with including the PITIA payment (Lender now including the PITIA for XXX of XXX% with adding bonus for B2) however when consider removing of loss and adding bonus income for B2 DD Firm XXX would appear to be still over XXX%. Condition remains for (a). Written VOE supporting the added bonus income used for B2 of $XXX and (b) updated XXX XXX% with adding B2 bonus income of $XXX which exceed guidelines maximum.  5.22.2026 Client provided the Written VOE for B2 (adding bonus income of $XXX) and previously provided updated XXX #XXX with now including the PITIA of $XXX for XXX (initially 1003 reflected rental income that was not used by XXX, Lender have now added bonus income and including full PITIA for XXX . property), Lender updated XXX per XXX #XXX is XXX% and XXX updated XXX is XXX% and regarding XXX, no longer considering the loss, updated lender calculation supports positive when adding back depreciation.  Note: XXX #XXX is the final XXX for this transaction with now including the full PITIA for XXX and adding bonus income for B2.
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121249
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC2488
Verbal verification of employment missing
No
Provide missing VOE for B2 wage earner job meeting requirements. May be subject to additional conditions upon review.
5.18.2026 Client provided VVOE for B2 wage earning employment w/XXX dated XXX (post close), Note date XXX; XXX approved.
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121249
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
XXX and XXX 1040s are in file. XXX is on extensionXXX and XXX 1065's for XXX in file; unable to use XXX due to XXX 1040 on extension. Please provide XXX 1065. Subject to income recalc and may be subject to additional conditions upon review.
5.14.2026 Client provided Lender rebuttal regarding income calculation for XXX and provided updated XXX and 1008 using B1 slightly lower Schedule C income and XXX Loss to -$XXX (using XXX average) however did not provide the XXX XXX 1065 for this updated loss calculation being used. 5.18.2026 Client provided full complete copy of 1065 XXX for XXX along with all Schedules (including k1's w/loss) and were signed dated by Borrower supporting the calculation used on the updated income worksheet for this business.  This condition is being satisfied with receipt of the signed dated full complete copy of XXX 1065 for XXX.
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  At job since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121250
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing
04/24/2026 Client provided a sign letter reflecting no affiliated relationships or direct or beneficial ownership interest more that XXX% in a provider of settlement services.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121251
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX. 0x30 mortgage payment history; 0x30x24 required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * 6 = $XXX reserves required for subject.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
121252
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121253
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * 6 = $XXX reserves required for subject.  REO reserves - $XXX * 3 = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX. 0x30 mortgage payment history; 0x30x24 required.
 
121446
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per disclosure tracking XXX and XXX doc in file, a revised LE and COC were issued on XXX but both are missing.
05/27/26 Client provided the missing XXX COC and XXX LE package with tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for  XXX.
 
121447
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per XXX in file, a revised Loan Estimate was delivered on XXX, LE is missing please provide along with any COC and tracking information if applicable.
06/05/2026 Client provided a duplicate of LE XXX with e-sign summary, LE XXX with COC, an e-sign summary reflecting CD  disclosed on XXX and e-sign summary reflecting CD disclosed on XXX, with the missing CD XXX and COC.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
121447
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
121447
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX Tolerance Fee of $XXX due to addition of Discount Points in the amount of $XXX on CD XXX. Missing a valid Change of Circumstance, or Post Close CD, LOX and copy of refund check to borrower with proof of delivery that includes tracking information.
06/05/2026 Client provided a duplicate of LE XXX with e-sign summary, LE XXX with COC, an e-sign summary reflecting CD  disclosed on XXX and e-sign summary reflecting CD disclosed on XXX, with the missing CD XXX and COC.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX for XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
121448
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Credit
Insurance
Waived
B
B
B
B
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
HOI effective date XXX with disbursement date XXX.
5.21.26- Hazard insurance not in effect at time of closing, however valid at time of delivery to XXX for Purchase review.
5.21.26- waived.
Not Applicable
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with the same employer for XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*XXX= $XXX reserves required.
 
121449
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX of PITI available in reserves; XXX required.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has owned the subject property for XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
121451
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.Provide the Settlement/Closing Disclosure Statement for bridge loan for property located at  XXX with monthly payment
6.5.2026 Client provided executed copy of XXX settlement statement for bridge loan: XXX receipt in the amount of $XXX however still missing evidence of monthly payment of $XXX6.8.2026 Client provided LOX stating, PAYMENTS I will pay principal and interest by making payments each month of XXX. $XXX. this is on the note that was attached and uploaded on XXX. Response, copy of Note provided to support this monthly payment of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121451
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT106
Finance charge understated by more than $100 (Pmt Stream)
No
Finance charge is understated by $XXX due to Title Service fee $XXX and XXX fee $XXX not being included in the calculation. Condition is pending receiving a copy of refund to borrower, LOE, corrected PCD and proof of shipping with tracking information.
06/05/26 Client provided a XXX report and Shipping Label. Condition remains. Lender excluded the XXX and Title Services Fees from their finance charge testing. These fees have been included for internal testing. Borrower is due a refund check for $XXX, LOE, corrected PCCD and proof of delivery that includes tracking information.06/08/26 Client provided a duplicate copy of the XXX report and Initial XXX LE. Condition remains. The Final CD testing results in understated Finance Charges of $XXX due to the Lender excluding the XXX Fee and Title Services Fee from their Finance Charges. These fees are included in internal testing. There has been no supporting documentation or explanation from the Lender as to why they excluded these 2 charges. Cure via refund check to Borrower for $XXX, corrected PCCD, LOE and proof of delivery that includes tracking information.06/17/26 Client provided a XXX PCCD with cure, $XXX check, LOE and shipping label (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121451
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT4372
TILA/TRID-Disclosed Amount Financed is higher than XXX's calculated Amount Financed
No
Finance charge is understated by $XXX due to Title Service fee $XXX and XXX fee $XXX not being included in the calculation. Condition is pending receiving a copy of refund to borrower, LOE, corrected PCD and proof of shipping with tracking information.
06/05/26 Client provided a XXX report and Shipping Label. Condition remains. Lender excluded the XXX and Title Services Fees from their finance charge testing. These fees have been included for internal testing. Borrower is due a refund check for $XXX, LOE, corrected PCCD and proof of delivery that includes tracking information.06/08/26 Client provided a duplicate copy of the XXX report and Initial XXX LE. Condition remains. The Final CD testing results in understated Finance Charges of $XXX due to the Lender excluding the XXX Fee and Title Services Fee from their Finance Charges (resulting in an overstated Amount Financed). These fees are included in internal testing. There has been no supporting documentation or explanation from the Lender as to why they excluded these 2 charges. Cure via refund check to Borrower for $XXX, corrected PCCD, LOE and proof of delivery that includes tracking information.06/17/26 Client provided a XXX PCCD with cure, $XXX check, LOE and shipping label (shipment confirmed).
Condition Satisfied.
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121451
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Provide the Settlement/Closing Disclosure Statement for bridge loan for property located at  XXX with monthly payment
6.5.2026 Client provided executed copy of XXX settlement statement for bridge loan: XXX receipt in the amount of $XXX however still missing evidence of monthly payment of $XXX6.8.2026 Client provided LOX stating, PAYMENTS I will pay principal and interest by making payments each month of XXX. $XXX. this is on the note that was attached and uploaded on XXX. Response, copy of Note provided to support this monthly payment of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121451
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER146
Missing lender's loan approval/underwriting form
No
Missing 1008
6.5.2026 Client provided Lender 1008
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121452
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
C
A
C
A
CRDTER4643
Borrower does not meet guideline requirements
No
Per page 84 combined file for B2:'XXX Verification Summary:Response SummaryXXX Verified Identity: FAILXXX Verified Deceased: NO" Provide sufficient documentation to clear above 'Fail'. May be subject to additional conditions upon review.
6.11.2026 Client provided Lender rebuttal stating, XXX# needs to be validated by transcripts and transcripts are provided. Response, due to Fraud Message on credit report (pg 253) with red * asterisk condition remains for validation of B2 XXX, currently showing as Fail (pg 84) 6/16 Client asked for review; Provide evidence the XXX # belongs to Borrower #26.18.2026 Client provided appears to be duplicate (in file) documentation, still missing verification of B2 XXX issued to B2. 6.24.2026 Client provided copy of B2 XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX PITI
 
CFCFS1742: Consumer credit history exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121453
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of missing REO docs
5/27 satisfied with XXX search
Satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX
 
121453
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX
 
121453
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Credit
XXX
Satisfied
B
A
B
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing mortgage statement for XXX to support PITI of $XXX and sales contract for XXX to close on XXX
5.22.2026 Client provided an executed copy of Purchase Sale Agreement for XXX reflecting closing of XXX and provided copy of Mtg statement for XXX. with PITI of $XXX however (a). missing evidence of the additional $XXX (used on REO of 1003 for this property), in addition if this additional of $XXX is verified as HOA than will also need copy of tax bill for this property, appears taxes for this property is more than what is showing as being escrowed on mtg statement. Condition remains to provide copy of tax bill, HOI and HOA (if applicable) to support the full PITIA payment for XXX. property.  Mtg statement have been provided. 5.27.2026 Client provided copy of tax bill and copy of HOI policy for property: XXX. and appears the $XXX (on REO of 1003) is for the taxes which supports the amount on the tax bill.  Condition remains to verify if having any monthly HOA for this property: XXX. and to be included in XXX, if applicable. 5/27 Client provided an Email that REO is an SFR so no HOA ; Response independent XXX search of property shows HOA dues of $XXX added to PITIA
Satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX
 
121453
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Credit
Legal Documents
Waived
D
B
D
B
CRDLGL2550
Missing HUD-1 from sale of property
No
Not including departing residence PITI as is to close on XXX, > XXX after subject's closing / no available XXX
Client approved exception not yet applied due to open conditions 5/27 Exception applied
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs, XXX below MAX
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX
 
121453
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Property Valuations
Property
Satisfied
D
A
D
A
PRVAPROP111
Legal Nonconforming w/out Rebuild Letter
No
Provide Rebuild Letter
5.27.2026 Client provided updated appraisal with appraiser commenting on will allow rebuilding the property to its original condition or size, if it is ever partially or fully destroyed.
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX
 
121454
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
 Not all required seller-paid fees were disclosed on the CD
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX at current residence.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves$XXX.
 
121454
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Unable to test a loan product due to missing initial CD in file.
04/28/26 Client provided the full Disclosure Tracking Summary and Details. Condition remains. Per the tracking, the Initial CD was issued on XXX. There is no CD in file with an "Issue Date" of XXX, however there is a CD with a print date of XXX that reflects an "Issue Date" of XXX. It's unclear if this CD was the Initial CD delivered on XXX or not, as it's not signed and there is not a document ID on it to tie it back to the XXX XXX in file. Lender to provide clarification. Additional conditions may apply.05/06/26 Client provided an LOE from the Lender with screenshot of the Disclosure History. The CD reflecting Issue Date was a clerical error and the CD was issued on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX at current residence.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves$XXX.
 
121454
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Missing initial CD sent to borrowers XXX.
04/28/26 Client provided the full Disclosure Tracking Summary and Details. Condition remains. Per the tracking, the Initial CD was issued on XXX. There is no CD in file with an "Issue Date" of XXX, however there is a CD with a print date of XXX that reflects an "Issue Date" of XXX. It's unclear if this CD was the Initial CD delivered on XXX or not, as it's not signed and there is not a document ID on it to tie it back to the XXX XXX in file. Lender to provide clarification. Additional conditions may apply.05/06/26 Client provided an LOE from the Lender with screenshot of the Disclosure History. The CD reflecting Issue Date was a clerical error and the CD was issued on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX at current residence.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves$XXX.
 
121454
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing verification of HOA on XXX supporting the monthly payment of $XXX.
5.1.2026 Client provided evidence of monthly HOA of $XXX for requested property
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX at current residence.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves$XXX.
 
121475
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX at current job.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  Borrower income not used for qualifying purposes.
 
121476
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX ofXXX% is below guideline max XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Max XXX is XXX, XXX verified at XXX.
 
121477
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
Missing one year K-1s reflecting ownership percentage and 1120s.
5.12.2026 Client provided XXX 1120S business returns for Primary Source income (XXX% ownership/B1) and file have XXX 1120S Business Transcripts, file also having XXX 1040 Transcripts
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
121478
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has owned his primary residence for XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
121479
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or 21.11 PITIAGuidelines require XXX or $ XXX X XXX = $ XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121479
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing updated valuation to support $ XXX Appraised Value
7/2 Client provided a XXX supporting the value
Satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or 21.11 PITIAGuidelines require XXX or $ XXX X XXX = $ XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121480
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX tolerance in the amount of $XXX due to added Discount Points on final CD XXX/ with no valid COC or updated Rate Lock with decreased rate in file. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
05/06/2026 Client provided an undated COC reflecting rate relocked with discount points added.  Condition remains.  Provide the Rate lock agreement confirming the date and the points. 05/11/2026 Client provided 420 Lock agreement reflecting points charged.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX in same line of work.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX* XXX + REO $XXX*3= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121504
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is 801.  Guidelines require 660.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.  REO reserves - $XXX * 3 = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  52 mo. 0x30 mortgage payment history; 0x30x24 required.
 
121504
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX tolerance in the amount of $XXX due to following increase: Appraisal $XXX to $XXX on LE XXX to LE XXX with no valid COC. Condition is pending receiving a valid Change of Circumstances/ Rate Lock extension orPCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
05/14/2026 Client provided LOE for change reflecting increase of appraisal fee known XXX due to complexity/unique property characteristics.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is 801.  Guidelines require 660.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.  REO reserves - $XXX * 3 = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  52 mo. 0x30 mortgage payment history; 0x30x24 required.
 
121505
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX PITI; $XXX or XXX required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121506
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qual score; min XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX; max XXX %.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX *XXX = $XXX  reserves required.
 
121507
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Provide lender's Final CD signed by borrower at closing on XXX .  File only includes title company's CD.
05/07/2026 Client provided a duplicate of the CD dated XXX.  Condition remains.  CD is incomplete/missing information.  Provide the fully discloses CD signed at closing for re-review. Additional conditions may apply. 05/11/26 Client provided duplicate copies of the XXX  CDs hand-signed XXX and the following per seller: The CDs in the package uploaded were preliminaries that were sent to attorney prior to closing and the borrower went in and esigned so they uploaded to our efolder automatically. That final CD is that correct wet signed one I have uploaded. Condition remains. The CD indicated as Final that was hand-signed is incomplete and did not provide borrowers with material information. The CD cannot be tested. Upon review by internal Compliance counsel, file contains a duplicate CD issued on XXX  (e-signed) that contains complete information for testing. Seller to provide a signed Attestation explaining the situation and verifying the XXX  CDs were duplicates.05/22/26 Client provided a duplicate copy of the complete XXX CD. Condition remains. Upon review by internal Compliance counsel, file contains a duplicate CD issued on XXX (e-signed) that contains complete information for testing. Seller to provide a signed Attestation explaining the situation and verifying the XXX CDs were duplicates.05/28/26 Client provided a signed LOE from Lender confirming the ink signed CD was issued by the Settlement Agent and was incomplete, therefore the Lender prepared an accurate CD delivered and signed electronically on XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX  or XXX PITIAGuidelines require XXX  months or $ XXX  X XXX = $XXX+ XXX Months for Additional REO or ( $ XXX  X XXX  = $ XXX )
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121507
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
B
A
B
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
05/11/26 Client provided duplicate copies of the XXX  CDs hand-signed XXX and the following per seller: The CDs in the package uploaded were preliminaries that were sent to attorney prior to closing and the borrower went in and esigned so they uploaded to our efolder automatically. That final CD is that correct wet signed one I have uploaded. Per review by internal Compliance counsel, the file contains a duplicate CD issued on XXX  (e-signed) that contains complete information for testing. Upon re-testing, a XXX Percent tolerance violation triggered for $XXX . The borrower chose the settlement agent from the SPL, therefore all settlement fees are included in the XXX % testing. The Title Settlement Fee increased at closing without a valid change reason documented in file. Borrower is due a refund of $XXX , PCCD with cure, LOE and proof of delivery that includes tracking information.
05/22/26 Client provided a duplicate copy of the complete XXX CD. Condition remains. The XXX Percent tolerance testing failed by $XXX. Borrower is due a refund of $XXX , PCCD with cure, LOE and proof of delivery that includes tracking information.05/28/26 Client provided the completed XXX  CD, rebuttal from Lender and Fee Variance Worksheet. Lender stated the Mavent compliance tool and Fee Variance Worksheet do not indicate that there is a cure due for violations. Condition remains. Internal testing results in a XXX % violation of $XXX due mostly to the Title Settlement Fee increase on the Final XXX  CD without a valid change in circumstance reason/explanation in file. Provide the missing change documentation for review, OR provide Borrower with a $XXX refund, PCCD with cure, LOE and proof of delivery that includes tracking information.05/29/2026 Client provided COC XXX however it does not provide the actual change that occurred to increase Settlement fees.  Condition remains.  Provide what information particular to the loan changed resulting in higher fees for review or PCCD with cure, copy of cure check, LOE to Borrower and evidence of delivery via tracking information. 06/02/26 Client provided another version of the XXX  COC. Condition remains. The reason stated on the COC is not valid for increasing the Title fees (reason stated: updated title fees received from settlement agent). Without a valid change reason, Borrower is due a refund of $XXX  PCCD with cure, LOE and proof of delivery with tracking.06/05/26 Client provided a XXX  PCCD, LOE, $XXX  check and tracking (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX  or XXX PITIAGuidelines require XXX  months or $ XXX  X XXX = $XXX+ XXX Months for Additional REO or ( $ XXX  X XXX  = $ XXX )
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121508
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing verification of PITI for departure residence. No mortgage statement, tax or HOI documentation in file.
4.30.2026 Client provided Mtg statement verifying $XXX  is the PITI and verifying no monthly HOA for departure
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX  total reserves required XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121508
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
State Consumer Protection
Satisfied
B
A
B
A
CMPSTCP1770
OH CSPA; Required Closing Disclosure not provided to borrower
No
Required OH Closing Disclosure signed by the borrower at closing is missing in file.
04/29/26 Client provided a duplicate copy of the Final CD. Condition remains. The OH CSPA required closing disclosure is the Ohio Disclosure of Right Not to Close form. Provide the fully executed Disclosure of Right Not to Close.04/29/2026 Client Provided the fully executed Oh CSPA Disclosure of Right Not to Close.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX  total reserves required XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121508
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing verification of PITI for departure residence. No mortgage statement, tax or HOI documentation in file.
4.30.2026 Client provided Mtg statement verifying $XXX  is the PITI and verifying no monthly HOA for departure
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX  total reserves required XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121509
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per XXX in file, a revised Loan Estimate was Deliver on XXX. LE is missing in file please provide along with any tracking information and COC if applicable.
06/29/2026 Client provided missing LE XXX with COC XXX  and Interest Rate lock.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX < program maximum of XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
121509
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Need evidence of change of circumstances letter for Zero tolerance, Appraisal Fees increase, or a copy of a refund check in the amount of $XXX, Zero percent tolerance due to increase in Appraisal Fees  from $XXX  to $XXX and $XXX  on CD:XXX  without valid COC.  Requires COC, or corrected PCCD, copy of refund check, LOX and verification of shipping.
06/29/2026 Client provided missing LE XXX with COC XXX  and Interest rate lock. Re testing results in not violation.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX < program maximum of XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  fico > program minimum of XXX
 
121397
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX  Guidelines allow XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX  Months
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX  or 16.71 PITIAGuidelines require XXX  months or $ XXX X XXX  = $ XXX
 
121398
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX /XXX month > reserve requirement $XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX  months mortgage payment history 0x30.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX  is below guideline maximum XXX %.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  mid score > min required of XXX.
 
121399
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX   XXX  months PITI
 
121400
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
A
A
A
B
B
C
B
C
A
A
A
B
B
Compliance
Right of Rescission
Waived
B
B
B
B
CMPROR1909
Incorrect ROR Form Used - H8 Form Used in Refinance With Original Creditor
No
Per Title Commitment in file, loan originated with the same lender. Incorrect H8 ROR form instead of H9 form
4/28/26 Client provided an approved exception for using incorrect ROR form
4/28/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject; no additional REO
 
121400
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
A
A
A
B
B
C
B
C
A
A
A
B
B
Credit
XXX
Satisfied
B
A
B
A
CRDXXX105
Debt Ratio Exception 5% or Less
No
Max XXX: XXX %Qualifying XXX: XXX %; difference in income calc and consumer debts from Lender
4/30 Client provided an Email; on review debts and income adjusted XXX XXX
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject; no additional REO
 
121400
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
A
A
A
B
B
C
B
C
A
A
A
B
B
Credit
Title
Satisfied
C
A
C
A
CRXXXL875
Title Does Not Agree With Mortgage
No
Title: B1, Trustee of The XXX  N. XXX Revocable Living Trust dated XXX XXX , XXXDOT: B1, an unmarried womanProvide updated matching documents. May be subject to additional conditions upon review.
5.14.2026 Client provided copy of Grant Deed reflecting vesting matching DOT, B1 an unmarried woman
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject; no additional REO
 
121401
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment for XXX  years
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co Borrower at current employment XXX  years
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
121401
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2996
Missing Trust Documents
No
Provide Trust Documentation.
6.2.2026 Client provided executed copy of Trust Certification
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment for XXX  years
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co Borrower at current employment XXX  years
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
121402
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qual score; min XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX; max XXX %.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30x XXX  required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX; max XXX %.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX  years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX *XXX  + REO $XXX *XXX= $XXX reserves required.
 
121017
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C, E, & H are not disclosed on Final CD XXX ; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX  or 192.30 PITIAGuidelines require XXX months or $ XXX  X XXX = $ XXX+ XXX  Months for Additional REO or ( $ XXX  X XXX  = $ XXX  )
 
CFCFS2854: Significant time in profession
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX  Guidelines allow XXX
 
121018
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  reserves; $XXX *XXX  = $XXX  reserves required.
 
121019
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC191
Missing Mortgage
No
Missing Mortgage
06/09/26 Client provided the recorded DOT and Riders.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score; XXX  required.
 
121019
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Final CD XXX  is the only CD in file. Product not disclosed at least three days prior to closing date of XXX
06/09/26 Client provided the missing XXX  Initial CD and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score; XXX  required.
 
121019
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
CD XXX  is the only CD in file. Provide initial CD given to borrower at least XXX  days prior to closing date of XXX
06/09/26 Client provided the missing XXX  Initial CD and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score; XXX  required.
 
121019
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX  due to Discount Points were added to CD XXX. The fee was not timely disclosed. A COC is in file; however, the corresponding disclosure is missing. Condition pending receiving missing disclosures or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
06/09/26 Client provided a duplicate copy of the XXX  COC and the missing XXX Initial CD (Points included on this CD). Condition remains. Per the COC, there is a re-disclosure dated XXX, however the file does not contain an LE or CD dated XXX . Provide the missing LE/CD corresponding to the XXX  COC. Additional conditions may apply.06/11/26 Client provided the missing XXX  CD package. Points added due to the XXX  Lock event.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score; XXX  required.
 
121020
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX  or 13.86 PITIAGuidelines require XXX  months or $ XXX  X XXX  = $ XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX  Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX  Guidelines allow XXX
 
121022
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX is below guideline maximum of XXX %
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX is below guideline maximum of XXX %
 
121022
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing DU AUS Findings
6.9.2026 Client provided DU A/Eligible submission #4 dated XX  Casefile ID XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX is below guideline maximum of XXX %
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX is below guideline maximum of XXX %
 
121023
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX %; guidelines allow XXX %.
 
CFCFS1742: Consumer credit history exceeds guidelines
- XXX Comments:  Borrower has 0x30 for XXX  months.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX  years.
 
121024
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX  qualifying score
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX
 
121026
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX  Months
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX  Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX  or XXX PITIAGuidelines require XXX  months or $ XXX  X XXX  = $ XXX
 
121027
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees were able to be sourced from the sellers CD document. Consistent with the XXX  XXX XXX , we are satisfying to 1/A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgage
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX  or XXX  months PITI
 
121027
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER146
Missing lender's loan approval/underwriting form
No
1008 shows Manual Underwriting.  This is an AUS loan.  Provide 1008 with AUS (DU) Risk Assessment
6.23.2026 Client provided Lender 1008 with DU being used for underwriting.
Condition satisfied
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have 0x30 on current and previous mortgage
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX  or XXX  months PITI
 
121028
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
C
A
D
A
D
B
B
B
C
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of B1 XXX  month VOE
5/4 client provided an exception for the prior VVOE
Satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121028
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
C
A
D
A
D
B
B
B
C
A
D
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Missing Affiliate Business Disclosure
05/21/2026 Client provided signed confirmation letter from Lender of no Affiliated business.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121028
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
C
A
D
A
D
B
B
B
C
A
D
A
Credit
Income/Employment
Waived
B
B
B
B
CRDINC2496
Verbal verification of employment completed outside the stated requirements and/or after closing/funding
No
Note date XXX , B1 started current job XXX  Provide prior VOE(S) from XXX  - XXX  to complete required XXX  month employment verification. May be subject to additional conditions upon review.
5/4 client provided an approved exception to allow the file without the prior VOE
XXX final grade is B
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121028
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
C
A
D
A
D
B
B
B
C
A
D
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR4789
Appraisal Deficiency
No
Provide updated appraisal reflecting page one: 'Is the subject property currently offered for sale or has it been offered for sale in the XXX  months prior to the effective date of this appraisal?' changed from No, to Yes.Note date is XXX , and subject sold XXX  per page 2 of appraisal, Hud-1 and Title docs.
5.20.2026 Client provided updated appraisal with requested changes
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 XXX years same line of work
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121029
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121030
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
The file does not contain a copy of the Affiliate Business Disclosure.
05/21/26 Client provided a signed LOE from Lender stating they do not have any affiliated business relationships.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower XXX at current employment
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX
 
121030
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5111
TRID - LE delivered only via e-mail but there is no prior e-sign consent in file; by regulation, LE must be treated as not delivered
No
The file does not contain XXX documentation prior to XXX. Application date XXX.
05/21/26 Client provided the missing initial XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower XXX at current employment
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX
 
121031
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Right of Rescission
Satisfied
C
B
C
B
CMPROR114
ROR - Right of Rescission not executed by all title holders
No
Missing ROR form executed by XXX or additional title holder. Right of Rescission not executed by all title holders.
05/14/26 Client provided a rebuttal email from the Seller stating the condition is invalid, as the subject property is considered a 2nd home for B2 (B2 was added as a co-signer/not married) therefore the XXX is not required due to the occupancy type of being 2nd home. Screenshot attached showing XXX 1003 as 2nd home with difference current address. Condition remains. B2 has an ownership interest in the property (on Title and Mortgage), in addition his current address is the same as the subject property on all credit documentation. Reopen Right of Rescission and have all necessary parties execute.05/20/2026 Client provided H8 ROR forms for both with LOE and shipping label showing the delivery was not until XXX.  XXX rescission would be midnight of the XXX. Forms reflect the XXX.  Rescission will need to be reopened  for a full XXX from the date of delivery, new LOE and evidence of the delivery via tracking. 05/22/26 Client provided a new LOE, RORs and Tracking. Delivery confirmed XXX with ROR Expiration midnight of XXX. Condition remains for the new rescission period to expire.05/28/26 The new rescission period is now expired.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
121031
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID3600
TRID - CD delivered only via e-mail but there is no prior e-sign consent in file; by regulation, CD must be treated as not delivered
No
Initial CD method of receipt E signed. Evidence of XXX provided in pending status for Primary. Missing XXX.
05/13/26 Client provided the Audit Report reflecting the XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
121031
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5111
TRID - LE delivered only via e-mail but there is no prior e-sign consent in file; by regulation, LE must be treated as not delivered
No
LE's method of receipt E signed. Evidence of XXX provided in pending status for Primary. Missing XXX.
05/13/26 Client provided the Audit Report reflecting the XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
121254
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX at current residence.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit XXX exceeds guideline minimum XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
121254
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Missing XXX of XXX account XXX for both #XXX supporting a balance $XXX and #XXX supporting a balance $XXX.
6.2.2026 Client provided LOX stating documents uploaded however no documents found, please re-send. 6/2 Client provided the asset statements
Satisfied
(No Data)
Not Applicable
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX at current residence.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit XXX exceeds guideline minimum XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
121254
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing verification of property taxes and insurance and HOA for both XXX, XXX, XXX.
6/2 Client provided PITI for XXX
Satisfied
(No Data)
Not Applicable
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX at current residence.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit XXX exceeds guideline minimum XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
121255
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status. Missing evidence from employer and borrower regarding B1 short term XXX pay, including either verification borrower has returned to work or expected return date, along with all other requirements in accordance with FNMA  B3-3.3-09 Temporary Leave Income guidance; pay stub dated XXX reflects XXX Leave Pay.
5/29 Client provided post close VVOE showing Bwr is active
satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is 4XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
121255
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is 4XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
121255
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
Missing evidence from employer and borrower regarding B1 short term XXX pay, including either verification borrower has returned to work or expected return date, along with all other requirements in accordance with XXX B3-3.3-09 Temporary Leave Income guidance; pay stub dated XXX reflects XXX Leave Pay.
5/29 Client provided post close VVOE showing Bwr is active
Satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is 4XXX%.  Guidelines allow up to XXX%.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
121256
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
1) File is missing current pay stub and most recent W2 (or standard VOE/1005) for Borrower 2 to support monthly income of $XXX per DU findings.2) File is missing evidence to either verify the primary residence PITIA payments (including statement from borrower that the property is not in an HOA if applicable), or evidence the T/I is escrowed into the mortgage payment.  3) File is missing documentation to verify the XXX debt with $XXX monthly payment per 1003 and XXX.
5.28.2026 Client provided YTD XXX paystub and prior XXX XXX w2's for B2 supporting base income used for qualifying and provided evidence of PITI payment and provided evidence of monthly payment new debt.
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX> program minimum of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121256
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH1805
Debts/obligations not disclosed/accounted for at origination
No
File is missing documentation to verify the XXX debt with $XXX monthly payment per 1003 and XXX. Debt is not accounted for on credit, but was included in XXX.
5.28.2026 Client provided documentation supporting XXX debt with $XXX monthly payment and balance of $XXX (XXX% of balance was used for monthly payment)
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX> program minimum of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121256
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
File is missing evidence to either verify the primary residence PITIA payments (including statement from borrower that the property is not in an HOA if applicable), or evidence the T/I is escrowed into the mortgage payment.
5.28.2026 Client provided copy of XXX mtg statement verifying PITI payment of $XXX is escrowed and LOX stating having no monthly HOA, along with copy of tax bill and HOI.
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX> program minimum of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121256
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2302
Missing Required Income Documentation
No
File is missing current pay stub and most recent W2 (or standard VOE/1005) for Borrower 2 to support monthly income of $XXX per XXX findings.
5.28.2026 Client provided YTD 2026 paystub and prior two years XXX w2's for B2 supporting base income used for qualifying
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX> program minimum of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121257
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX with current business since XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is 109 points above the minimum required score of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX of PITI available in reserves; XXX reserves.
 
121258
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require 6 months or $ XXX X XXX = $ XXX+ XXX for Additional REO or ( $ XXX X XXX = $ XXX )
 
121259
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees listed on Seller CD but not Borrower final CD. As the fees are at least reflected there is no material issue. This exception is informational per XXX Compliance department and TRID 2.0 revisions.  Exception satisfied. Final Grade A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline of XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has XXX at current job.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets for reserves is sufficient to cover required $XXX.
 
121259
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2277
Note Not Executed
No
Provide executed Note.
6.18.2026 Client provided executed copy of subject Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline of XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has XXX at current job.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets for reserves is sufficient to cover required $XXX.
 
121260
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2900
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; XXX's status determination places loan in a riskier status than the Lender's status determination.
No
Non-QM status/Exception fired due to missing Note data.
06/11/26 Client provided the fully executed Note.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121260
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC195
Missing Note
No
Missing a copy of executed Note in file.
06/11/26 Client provided the fully executed Note.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121260
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121260
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3618
TRID - Corrected CD should have been provided; Change of Product or Product Feature not disclosed at least 3 business days prior to closing
No
Condition triggered due to missing Note in file.
06/11/26 Client provided the fully executed Note.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121261
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
2nd Appraisal fee added to initial CD XXX $XXX. No COC provided listing fee amount or any details as to why fee was added. No cure provided on final CD. Condition pending receipt detailed COC with addition of fee validated or Post CD reflecting lenders cure, LOX, Total Refund of $XXX w/ Proof of Delivery.
06/11/26 Client provided a missing XXX COC and XXX LE package. Condition remains. The $XXX Second Appraisal Fee was added on the XXX LE without a valid change reason/explanation listed on the COC. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery with tracking information.06/24/2026 Client provided an invoice XXX and LOE reflecting rental schedule.  Condition remains, Provide additional documentation/information for the reason the fee was added after the initial disclosure for re-review or PCCD with cure, copy of the cure check, LOE to Borrower and evidence of delivery via tracking information.07/06/26 Client provided a XXX PCCD with cure, LOE, $XXX check, shipping label and tracking information that confirms shipment.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX  PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
121261
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing XXX as required for XXX XXX XXX XXX
6.11.2026 Client provided XXX XXX submission #XXX A/Ineligible
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX  PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
121262
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX 0x30 on current mortgage
 
121263
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of documentation supporting 1120s Mortgage, notes, bonds payable in less than XXX renew XXX
5/27 Client provided evidence of liquidity
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
121263
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
121263
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
Mortgage, notes, bonds payable in less than XXX of $XXX on Schedule L was excluded from the income calculation; however, the file is missing documentation to verify the exclusion reason. If included in the income calculation, the Borrower's income would result in a monthly loss of $XXX. In addition, the K-1 reflects the Shareholder is the Borrower's Family Trust. The file is missing the Family Trust to confirm ownership.
5.27.2026 Client provided snippet of Schedule L stating, please waive Cash covers it.  Response, initial condition remains5/27 Client asked for a review; upon review of schedule L Business has sufficient liquidity to cover MTG due in XXX
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
121264
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or 16.52 PITIAGuidelines require XXX or $ XXX X XXX  = $ XXX
 
121032
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX at present job
 
121033
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Property at XXX is listed as Pending sale on application. Missing evidence of pending sale status, settlement statement to exclude from ratios, or verification of PITIA.
6.11.2026 Client provided executed Final XXX settlement statement for sale of home: XXX. with no existing lien and netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX PITIA > min required of $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121033
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Property at XXX is listed as Pending sale on application. Provide verification of PITIA.
6.11.2026 Client provided executed Final XXX settlement statement for sale of home: XXX. with no existing lien and netting proceeds of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX PITIA > min required of $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121034
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing ATR/QM Worksheet
5/27 Client provided QM SH determination
Satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves for $XXX exceed guideline requirement of $XXX (subject PITI $XXX x XXX + REO: $XXX x3).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121034
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C, E, & H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves for $XXX exceed guideline requirement of $XXX (subject PITI $XXX x XXX + REO: $XXX x3).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121034
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX Tolerance Fee of $XXX due to Inspection Fee increased from $XXX on Last LE XXX to $XXX on Initial CD XXX with no COC in file. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/03/2026 Client provided PCCD XXX with cure, copy of cure check, LOE and In transit shipping label.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves for $XXX exceed guideline requirement of $XXX (subject PITI $XXX x XXX + REO: $XXX x3).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121035
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX or XXX PITI
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
121036
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX at current job.
 
121037
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX PITI; $XXX or XXX required.
 
121038
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*9 + REO $XXX*3= $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
121039
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of updated XXX doc(s)
6.22.2026 Client provided XXX supporting monthly benefit of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
121039
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Right of Rescission
Satisfied
C
A
C
A
CMPROR2330
ROR - Disbursement date is before end of statutory rescission period
No
Transaction date XXX. ROR expires on XXX and the disbursement date is XXX. Disbursement date is before end of statutory rescission period. Condition pending LOX, TIL or CD, proof of delivery, and New XXX to all entitled to rescind to  re-open rescission (2 for each recipient). Within XXX of discovery.
06/15/26 Client provided corrected XXX PCCDs and the Final Refinance Statement reflecting Disbursement on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
121039
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC888
Income Amount is  Unsupported by Documentation in File
No
$XXX XXX used to qualify - deposit located on joint bank statement for XXX, page 105 combined file; however, the deposit does not state who is the recipient of the XXX is - and it is a joint account statement w/non-signing spouse. Provide XXX document meeting guidelines. Subject to income recalc and may be subject to additional conditions upon review.
6.22.2026 Client provided XXX supporting monthly benefit of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
121039
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Title
Satisfied
D
A
D
A
CRXXXL865
Title incomplete
No
Loan Amount: $XXXTitle reflects: Loan Amount: $XXXProvide updated Title
6.15.2026 Client provided Title supplemental Report with loan amount $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
121040
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX tolerance in the amount of $XXX due to Appraisal fee increase on LE XXX with no valid reasons documented on COC XXX. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/01/26 Client provided a duplicate copy of the XXX COC. Condition remains. The COC does not reflect a valid change in circumstance reason/explanation for increasing the Appraisal Fee. Borrower is due a refund of $XXX, PCCD, LOE and proof of delivery with tracking.06/02/26 Client provided the following per seller, Please see the attached notes from the appraisal company for the fee increase and supporting the revised fee amount. Screenshot dated XXX shows the XXX notes regarding the reason for the increase.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121041
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC2488
Verbal verification of employment missing
No
The file is missing the Verbal Verification of Employment for the borrower dated within XXX before the note date.
5.8.2026 Client provided Employer email VVOE dated XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * 9 = $XXX reserves required for subject. REO reserves - $XXX * 3 = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  The guidelines allow up to XXX%.
 
121042
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
121043
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:XXX PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one financed REO
 
121044
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*6= $XXX reserves required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
121045
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
121046
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX mid XXX score, minimum required is XXX.
 
121265
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XX
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX
 
121266
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines of XXX.
 
121267
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
121268
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing XXX findings.
6.11.2026 Client provided XXX XXX submission #XXX A/Ineligible
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines of XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has stable employment with XXX at current job.
 
121269
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing bridge loan agreement
5.26.2026 Client provided executed CD from bridge loan supporting payment of $XXX and provided executed copy of HELOC Note supporting the same, file have 1st mtg statement supporting PITI of $XXX for total of $XXX (per initial condition)
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of work for XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed minimum guideline requirement of XXX
 
121269
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees were able to be sourced from the sellers CD document. Consistent with the XXX, we are satisfying to 1/A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of work for XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed minimum guideline requirement of XXX
 
121269
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL988
Loan File is Missing or Contains Insufficient Documentation for Basic Review
No
Provide a copy of the XXX bridge loan agreement to support monthly payment of $XXX for a loan amount of $XXX.
5.26.2026 Client provided executed CD from bridge loan supporting payment of $XXX and provided executed copy of HELOC Note supporting the same, file have 1st mtg statement supporting PITI of $XXX for total of $XXX (per initial condition)
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of work for XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed minimum guideline requirement of XXX
 
121269
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Credit
Terms/Guidelines
Waived
D
B
D
B
CRDTER2548
Missing AUS or AUS errors present
No
Missing XXX Findings
5.27.2026 Client provided XXX XXX submission #XXX with first submission date XXX (post close dated first submission), Note date XXX. In addition, 1008 shows as Manual underwriting. 5/28 Client provided an approved exception to allow the file with the post dated XXX approval
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of work for XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed minimum guideline requirement of XXX
 
121270
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX with current employer, XXX in the same field.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXXrequired reserves are $XXX.
 
121271
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
121272
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Per XXX and COC in file, a revised Loan Estimate was issued on XXX, LE missing. Pending receiving the disclosure for further testing, please provide along with any tracking information if applicable.
06/05/2026 Client provided the missing lock LE XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX >  program requirement of $XXX.
 
121272
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX XXX > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX >  program requirement of $XXX.
 
121273
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX XXX, max XXX per guidelines is XXX.
 
121274
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
B
A
A
A
C
A
C
A
B
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX percent tolerance in the amount of $XXX due to added Appraisal review $XXX on CD XXX with no valid reasons documented on COC XXX in file. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/05/2026 Client provided Funding CD XXX with stamped and signed matching Final ALTA/Settlement State reflecting lowered fee, however the $XXX Lender Credit has not reflected that it was for exceeding legal limits at any time.  Condition remains. Provide further information/documentation that the Lender Credit is being used to cover the Appraisal review fee for re-review or PCCD with cure, copy of the cure check, LOE to Borrower and evidence of delivery via tracking.06/08/26 Client provided the XXX Invoice and Email rebuttal stating the XXX was not required for this loan, as the XXX scores for both XXX and XXX were within program requirements. Condition remains. The XXX fee was added on the Revised XXX CD without a valid reason/explanation on the XXX COC. The fee was collected from the Borrower per the Final CD and the Post (Funding) CD. Cure via refund to Borrower for $XXX, PCCD, LOE and proof of shipment with tracking.06/10/26 Client provided an Email from Seller stating the lender credit for $XXX in J reflects a cure; this was used to cure the underdisclosed $XXX XXX fee, along with a corrected XXX PCCD that includes the $XXX cure verbiage. Reviewed by internal Compliance counsel and accepted.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide lines maximum of XXX%.
 
121274
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
B
A
A
A
C
A
C
A
B
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
XXX percent tolerance in the amount of $XXX due to following increases: Lenders title from $XXX to $XXX & Recording fee from $XXX to $XXX LE XXX to CD XXX with no valid COC in file. All title fees in B. section along with Recording fee are tested for XXX% violation. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/05/2026 Client provided Funding CD XXX with stamped and signed matching Final ALTA/Settlement State reflecting lowered fee.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide lines maximum of XXX%.
 
121274
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
B
A
A
A
C
A
C
A
B
A
A
A
C
A
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Missing VOR reflecting  0X30 for last XXX.
6.2.2026 Client provided rental payment history from XXX for current rental payment history
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide lines maximum of XXX%.
 
121275
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX , Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years, XXX months at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX months reported 0x30; XXX months required.
 
121276
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Only a Listing Agreement in file for REO.  Sales Contract is required to omit departing residence. Provide fully executed sales contract with cleared contingencies dated prior to closing to omit departing primary PITI.
6/1 Client changed the program to XXX 30y; listing agreements meets GLs
satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Previous mortgage history 0x30xXXX
 
121276
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Additional Appraisal fee $XXX was added to initial CD XXX section B. COC issued XXX does not list fee addition or any details as to why fee was added. No cure provided on final CD. Condition pending receipt detailed COC with fee addition validated or Post CD reflecting lenders cure, LOX, Refund of $XXX w/ Proof of Delivery.
06/08/26 Client provided a XXX PCCD, LOE, $XXX check and tracking (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Previous mortgage history 0x30xXXX
 
121276
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Terms/Guidelines
Satisfied
C
A
C
A
CRDTER3122
Loan documents do not meet guideline requirements
No
Only a Listing Agreement in file for REO.  Sales Contract is required to omit departing residence. Provide fully executed sales contract with cleared contingencies dated prior to closing to omit departing primary PITI.
6/1 Client changed the program to XXX 30y; listing agreements meets GLs
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Previous mortgage history 0x30xXXX
 
121276
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER146
Missing lender's loan approval/underwriting form
No
Provide 1008 showing which AUS was used to close loan.  1008 in file shows manual UW.  Loan closed as an AUS
6/1 Client changed loan to XXX 30Y
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Previous mortgage history 0x30xXXX
 
121277
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero Tolerance Fee of $XXX due to HOA Dues added in B. section on initial CD XXX with no valid COC in file. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/08/26 Client provided an LOE to borrower, tracking and corrected XXX PCCD moving the HOA dues to the correct Section H.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months mortgage payment history 0x30.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years in same line of work.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121278
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance of $XXX due to increase in Discount pt  from $XXX to $XXX on  LE XXX  without a valid CoC.Requires CoC, or corrected PCCD, copy of refund check, LOX and verification of shipping.
06/16/26 Client provided a missing XXX COC and LE package with tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXXin reserves required.
 
121278
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
File is missing verification of the new 2nd mortgage P&I payment for the departing residence.  Used $XXX from final 1003 for recalculations.
6.17.2026 Client provided an unsigned HELOC agreement however still missing evidence of monthly payment used of $XXX; condition remains 6.19.2026 Client provided their calculation of using monthly payment of $XXX (interest only payment during draw period)
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXXin reserves required.
 
121278
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC2488
Verbal verification of employment missing
No
File is missing a Verbal Verification of Employment (VVOE) performed no more than XXX(XXX) business days prior to the Note date for B1.
6.17.2026 Client provided VVOE for B1 dated XXX same as note date
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXXin reserves required.
 
121047
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline minimum credit score is XXX, qualifying credit score XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has XXX years with current employer, B2 has XXX years.
 
121048
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $ XXX + XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
121049
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC125
Disposable/residual income does not meet guidelines
No
Missing lender residual income calculation.
5.20.2026 Client provided lender residual income calculation meeting guidelines requirement
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX below guideline max XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline min XXX.
 
121051
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
XXX percent tolerance in the amount of $XXX due to increase in Appraisal fee from $XXX to $XXX with no COC in file. Condition is pending receiving a valid Change of Circumstances or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/08/26 Client provided the XXX LE, Tracking and missing COC for the Appraisal increase.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
121051
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Title
Satisfied
D
A
D
A
CRXXXL865
Title incomplete
No
Title commitment was searched in B1's and NSS's former names, page 128 combined file. Provide updated Title reflecting search done on current legal names, changed as of 2021 per docs page 490+ combined file. May be subject to additional conditions upon review.
6.8.2026 Client provided LOX stating, looks like they already did the search on the NPS former and current, both XXX and XXX  Response, search was done on prior former names, no search was completed on current name XXX and XXX, per initial condition (pg 492 new name: XXX from XXX, XXX). Initial condition remains 6.11.2026 Client provided updated Title commitment with judgement search completed with current legal changed name
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
121052
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX months PITI; $XXX or XXX months required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121053
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX years at current job.
 
121054
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing.
06/09/26 Client provided an LOE from the Lender stating they do not have any affiliated businesses.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121055
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualified credit score XXX
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower at current employment XXX years
 
121056
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX months PITI; $XXX or XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
121057
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees listed on Seller CD but not Borrower final CD. As the fees are at least reflected there is no material issue. This exception is informational per XXX Compliance department and TRID 2.0 revisions.  Exception satisfied. Final Grade A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  Additional $XXX (2025/2024 average) per month bonus income was not used in qualifying.
 
121057
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due to Appraisal fee increased from $XXX on initial LE XXX to $XXX on last LE XXX with no valid reasons documented on COC XXX. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/04/2026 Client provided PCCD XXX with cure, copy of cure check, LOE and XXX envelope.  Condition remains for evidence of receipt by Borrower. 06/12/26 Client provided a duplicate copy of the XXX  cure package and the following per seller - Good morning, this was sent via XXX on XXX, which you can see from the envelope stamp on page 1 of the PCCD document. Normally with the XXX it is assumed delivered within XXX business days, can we clear this now since it has been longer than XXX business days? Condition remains. Cures over $XXX require proof of delivery via a method with tracking. If the $XXX refund was sent XXX without a tracking number, then borrower confirmation of receipt is required.06/19/2026 Client provided a copy of a XXX shipping label. Package was already sent via XXX per previous documents received and Seller explanation.  Condition remains.  Provide a signed attestation for review that the previous documents provided were included with the package sent out via XXX or provide something from the Borrower that they have received the cure check and on what date.06/23/26 Client provided the XXX tracking details showing delivery on 6/19. Condition remains. Seller previously provided the XXX regular mail envelope and they stated the cure was sent via XXX on 6/2. Seller to address the shipment discrepancy and attest to which method the cure was sent. Subject to re-review.06/25/26 Client provided an Email from Borrower confirming receipt of the check and the following response from the Seller:  I apologize for the confusion. We ended up getting this back in the mail as the borrower is still in the process of moving and hadn't updated their address with XXX yet. I went ahead and sent it right back out via XXX so that it could be tracked and we received the attached email from the borrower stating that they had in fact received the check.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  Additional $XXX (2025/2024 average) per month bonus income was not used in qualifying.
 
121057
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Credit
Insurance
Satisfied
A
A
A
A
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
Effective date of insurance policy provided is XXX, disbursement date on the final CD is XXX
Client provided exception approval for Insurance Effective date is greater than the transaction date
XXX final grade B
Not Applicable
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  Additional $XXX (2025/2024 average) per month bonus income was not used in qualifying.
 
121279
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees were able to be sourced from Alta Settlement Statement on Page 670. Consistent with the XXX, we are satisfying to 1/A.
(No Data)
Exception Satisfied, seller fees have been sourced on Alta Settlement Statement on Page 670 final Grade A.
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $XXX + XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying score XXX Guidelines allow XXX
 
121280
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
121513
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
TILA/RESPA Integrated Disclosure
Waived
B
B
B
B
CMPTRID5806
TRID - At least 1 CD prior to the last CD at or prior to closing was not provided to all with rescission rights.
No
Initial CD XXX in file was only provided to the borrower, missing initial CD provided to non-borrowing spouse and received min XXX days prior to closing date.
05/29/2026 Client provided duplicates of CD's XXX and XXX with tracking for these CD's. Condition remains for evidence of receipt by Non-Borrower of Initial CD XXX.06/02/26 Client provided an approved exception for the missing NBS receipt of the Initial XXX CD.
Initial and Final Grade B.
Not Applicable
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX years in the industry
 
121514
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX below guideline of XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX FICO exceeds guideline of XXX.
 
121515
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121516
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
C
B
C
A
D
B
D
B
C
B
C
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2900
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; XXX's status determination places loan in a riskier status than the Lender's status determination.
No
Lender determination is Rebuttable Presumption while XXX Review finds Non-QM; lender documented all ATR UW Factors due to $XXX adjusted charges results in XXX% total charges exceeding the threshold of XXX% (max charges $XXX).
06/17/26 Client provided an updated XXX XXX reflecting QM Safe Harbor. Condition remains. Internal review finds Non-QM due to Points/Fees exceed client's max XXX% guideline. Internal review includes a $XXX Tax Service paid to the Lender per the Final CD, however the XXX is excluding this fee (shows paid to Provider, not Lender). 06/19/26 Client provided a duplicate copy of the updated XXX XXX. Condition remains. The Points/Fees exceed client's max XXX% guideline. Internal review includes a $XXX Tax Service paid to the Lender per the Final CD, however the XXX is excluding this fee (shows paid to Provider, not Lender).
(No Data)
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/ XXXmonths PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121516
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
C
B
C
A
D
B
D
B
C
B
C
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2970
TILA - Loan is a non-QM loan with documented ATR UW factors; points and fees exceed client's 3% guideline.
No
$XXX adjusted charges results in XXX% total charges exceeding the threshold of XXX% (max charges $XXX).
06/17/26 Client provided an updated XX XXX reflecting QM Safe Harbor. Condition remains. Internal review finds Non-QM due to Points/Fees exceed client's max XXX% guideline. Internal review includes a $XXX Tax Service paid to the Lender per the Final CD, however the XXX is excluding this fee (shows paid to Provider, not Lender). 06/19/26 Client provided a duplicate copy of the updated XXX XXX. Condition remains. The Points/Fees exceed client's max XXX% guideline. Internal review includes a $XXX Tax Service paid to the Lender per the Final CD, however the XXX is excluding this fee (shows paid to Provider, not Lender). 07/07/26 Client provided copy of XXX with Seller rebuttal stating the Tax Service Fee paid to Lender on the Final CD is remitted to a 3rd party tax service provider and not retained this fee as compensation. Reviewed by internal Compliance counsel and accepted for re-testing (fee excluded from QM fees/points).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/ XXXmonths PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121516
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
C
B
C
A
D
B
D
B
C
B
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C & H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/ XXXmonths PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121516
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
C
B
C
A
D
B
D
B
C
B
C
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing evidence to either verify the tax/insurance payments are escrowed into the departure residence mortgage payment, or provide evidence of tax/hoi payments.
7.3.2026 Client provided copy of HOI $XXX mo and taxes $XXX mo for departure home and provided evidence of payment being escrowed
Condition satisfied
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/ XXXmonths PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121516
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
C
B
C
A
D
B
D
B
C
B
C
A
Credit
XXX/CXXX
Waived
C
B
C
B
CRDXXX3026
XXX Exceeds Guideline Requirement by at least 5%, but less than 10%
No
XXX XXX% exceeds the XXX% max per XXX Program when XXX is XXX%; XXX exception request approved XXX requires all guidelines met with verification of all data (XXX). SR XXX review determines that missing evidence to either verify the tax/insurance payments are escrowed into the departure residence mortgage payment or provide evidence of tax/hoi payments required in calculating the net rental loss of the departure, violates the program guides and therefor the request cannot be deemed valid.
7/8 Client provided an approved exception for the XXX over XXX
Upon review by XXX XXX Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/ XXXmonths PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121516
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
C
B
C
A
D
B
D
B
C
B
C
A
Property Valuations
Property
Waived
C
B
C
B
PRVAPROP2556
Acreage exceeds property eligibility guidelines
No
Subject property is XX.XX acres exceeding the 40 acre max; XXX exception request approved XXX requires all guidelines met with verification of all data (XXX). SR XXX review determines that missing evidence to either verify the tax/insurance payments are escrowed into the departure residence mortgage payment or provide evidence of tax/hoi payments required in calculating the net rental loss of the departure, violates the program guides and therefor the request cannot be deemed valid.
7/8 Client provided an approved exception to allow the file with 42.87 Acres
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/ XXXmonths PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
121517
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require 9 months or $ XXX X XXX = $ XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121058
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
RESPA
Waived
B
B
B
B
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing.
05/28/26 Client provided an approved exception for the missing Affiliate Business Disclosure.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX  X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX  X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
121058
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX  X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX  X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
121059
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months of 0x30 on current mortgage
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
121059
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL2996
Missing Trust Documents
No
No Trust Cert or Trust Agreement provided. Missing Trust Documents
6.5.2026 Client provided executed copy of Trust Agreement
Condition satisfied
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months of 0x30 on current mortgage
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
121060
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Appraisal fee increase from initial LE XXX $XXX to revised LE XXX $XXX. No COC provided listing fee increase or any details as to why fee increased. No cure provided on final CD. Condition pending receipt detailed COC with fee increase validated or Post CD reflecting lenders cure, LOX, Refund of $XXX and Proof of Delivery.
06/10/26 Client provided the missing XXX COC with the XXX LE and Tracking. Condition remains. The COC indicates the reason for the increased Appraisal Fee was due to "Limited Appraisers". Provide supporting documentation for this "reason" (Appraisal Log Notes, etc.), as the property is located in an Urban area of XXX. Subject to re-review.06/12/2026 Client provided PCCD XXX with cure, copy of cure check, LOE and in transit shipping label.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B2 have been in the same line of work for XXX years
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
121061
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
B
A
A
A
D
A
D
A
B
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing 3rd party verification of XXX for XXX
6.26.2026 Client provided B2 SOS for business: XXX however documents is not dated to verify when business was verified, Lender VVOE was provided however documented when printed is not reflected on document.  Condition remains for post close dated SOS (with SOS reflecting printed pull date) verifying existence of business. 6.30.2026 Client provided 3rd party SOS dated XXX for XXX XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121061
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
B
A
A
A
D
A
D
A
B
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C, E, & H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121061
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
B
A
A
A
D
A
D
A
B
A
A
A
D
A
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC2488
Verbal verification of employment missing
No
Missing 3rd party verification of self employment for XXX
6.26.2026 Client provided B2 SOS for business: XXX however documents is not dated to verify when business was verified, Lender VVOE was provided however documented when printed is not reflected on document.  Condition remains for post close dated SOS (with SOS reflecting printed pull date) verifying existence of business. 6.30.2026 Client provided 3rd party SOS dated XXX for XXX XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121062
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
121063
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX due to Appraisal Inspection fee was added to CD XXX without a COC in file. Condition pending receipt of a Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery via shipping that includes tracking information.
05/28/26 Client provided the missing XXX  COC for the Re-Inspection and XXX screenshot for the UW appraisal review date. Re-testing still results in a Zero Tolerance violation of $XXXdue to the "increased" Re-Inspection fee on the revised XXX CD without a COC in file. Provide the missing COC for the Re-Inspection fee increase on CD XXX for review. Additional conditions may apply.06/03/2026 Client provided PCCD XXX with cure, copy of cure check, LOE and in transit shipping label.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject.
 
CFCFS2854: Significant time in profession
- XXX Comments:  The Borrower has been in the same profession for XXX years. The Co-Borrower has been in the same profession for XXX years.
 
121064
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
The file is missing the required appraisal report for the departing residence located on XXX in order to verify equity in the property to exclude the PITIA from the XXX.
6.9.2026 Client provided departure home exterior appraisal dated XXX with value of $XXX and this property having a 1st and 2nd lien (totaling $XXX) for an XXX of XXX%; sufficient equity met.
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX = $XXX reserves required for subject. REO reserves - XXX * XXX  = $XXX reserves required for other financed properties. REO reserves for departing residence using XXX months due to missing appraisal report and cannot determine if marketing time is less than XXX months - $XXX * XXX = $XXX . Total required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX.  Guidelines require XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
121065
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
121066
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
121067
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
121067
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing proof of homeowners association dues for the following properties: XXX and XXX
6.18.2026 Client provided evidence of monthly HOA for both requested properties
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
121068
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX is XXX, max program XXX is XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX employed for XXX years.
 
121281
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing.
05/20/26 Client provided an LOE from Lender stating they have no affiliated businesses associated with this loan.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*XXX+ REO $XXX*XXX= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
121282
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing AUS used to qualify the borrower; subject loan locked with XXX under XXX AUS Program.
7.6.2026 Client provided DU A/Ineligible submission #8
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
121283
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing final DU with A/I #XXX
6.19.2026 Client provided DU A/Ineligible submission #7 with input for B2 working for XXX (B1 XXX) file is documented with all applicable documentation for B2 working for XXX(however 1003 is not marked as such)
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has XXX years XXX months at current job.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years XXX months at current job.
 
121284
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C & H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX + XXX Months for Additional REO or ( $ XXX X  XX = $ XXX)
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX Years at Current Residence
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
121285
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
121404
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121405
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX exceed guideline requirement of $XXX for subject PITIA $XXX x XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121406
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121406
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
File is missing evidence of satisfactory XXX month housing payment history.
6.4.2026 Client provided executed VOR with satisfactory payment history from XXX - XXX; current rental
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121407
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of work for XXX years
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121408
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score of XXX exceeds guideline minimum credit score of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
121409
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121410
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
B
A
B
A
CRDTER3490
Missing Patriot Act form
No
File is missing Patriot Act forms fully executed by all parties.
6.24.2026 Client provided executed copy of Patriot Act
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX % XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX with current business since XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITIA available in reserves; XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121293
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing AUS
6.5.2026 Client provided DU AUS submission #5 dated XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Good mortgage history 0x30xXXX
 
121294
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years at current job.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has XXX years XXX month at current job.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline max XXX%.
 
121295
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
XXX% tolerance in the amount of $XXX due to increase in Lenders Title Insurance without a valid COC in file. Condition pending receiving a valid Change of Circumstances or Post CD reflecting lenders cure, LOX, a copy of refund and proof of delivery including shipping details and tracking information.
07/02/26 Client provided an LOE to borrower and corrected XXX  PCCD that matches the Final ALTA in file (pg. 168). Title - Lender's Title Insurance Fee reduced to $XXX with the adjustment portion corrected to Seller-paid.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITI > min required reserves of XXX months.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrower has 0x30 for XXX months.
 
121296
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing
06/11/26 Client provided a signed LOE from Lender stating they do not have any affiliated businesses.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX  reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX
 
121296
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX  reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX
 
121297
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing income documentation
7/3 Income documented
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  ERROR. Missing additional income documentation.
 
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been int the same line of work for XXX years
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121298
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX + XXX Months for Additional REO or ( $ XXX X  XXX = $ XXX)
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121299
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2354
Asset Verification In File is Incomplete Per Requirements
No
Missing: Evidence of transfer for gift funds totaling $XXX from the donors account to the recipients account or the closing agent.
6/5 Client provided transfer of funds from Donor to Title
Satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
121078
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX below guideline max XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
121079
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITI > min required reserves of $XXX
 
121080
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing verification of  hazard insurance for XXX supporting a monthly premium of $XXX
5.21.2026 Client provided evidence of HOA of $XXX for XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% below guideline max of XXX%.
 
121081
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
121082
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121083
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Required Reserves: $XXX.  Verified $XXX Subject: $XXX x XXXXXX: $XXX x XXX = $XXX
 
121084
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline required credit score is XXX, qualifying credit score is XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Guideline max XXX is XXX%, loan file XXX is XXX%.
 
121085
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Closing date XXX. Initial CD not provided. Condition pending receipt initial CD w/ proof of delivery at least XXX days prior to consummation.
07/06/26 Client provided the missing XXX3 Initial CD package
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121085
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Unable to complete accurate testing of fee tolerance or allocation due to missing initial CD. Second Appraisal fee $XXX was included on final CD XXX section B. No COC provided listing fee amount or any details as to why fee was added. No cure provided on final or Post CD. Condition pending receipt initial CD w/ or applicable COC form validating addition of fee, or additional Post CD reflecting lenders cure, LOX, Total Refund of $XXX w/ Proof of Delivery.
07/06/26 Client provided the missing XXX  Initial CD package, including the XXX COC for the 2nd Appraisal Fee.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121085
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Credit
Insurance
Satisfied
D
A
D
A
CRDINSR2400
Missing Flood Certification Document
No
Missing legible copy of Flood Certification.
6/22 Client provided the Flood Cert.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121301
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC2496
Verbal verification of employment completed outside the stated requirements and/or after closing/funding
No
Provide printout for 3rd party VOE for XXX showing date when pulled.
6.29.2026 Client provided some SOS documentation regarding business however it appears there is a CA location and a DE location, condition remains for current XXX XXX with active status, other XXX with loss name is: XXXProvide post close dated SOS for 1st XXX in CA (currently appears to show as Converted out status).  7.1.2026 Client provided XXX website for B2 1st XXX w/XXX showing location address same as listed on 1003 as being an opened location
(No Data)
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX Credit Score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
121301
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC888
Income Amount is  Unsupported by Documentation in File
No
Provide documentation that Mortgage, Notes Payable are renewable for XXXProvide Future Vesting Schedule for XXX.
6.29.2026 Client provided Lender LOX stating, Please find attached revised 1008/1003/AUS/Income Calculations. The revised Income Calculations, including the Notes due and payable in <1 yr, the XXX is XXX%. The 2025 returns were revised, the other changes to the K1 and addition of the Notes payable were missed. Response, Lender provided updated 1003/1008 Cash flow worksheet (B2) and updated DU #5 considering notes due less than 1 year for updated XXX of XXX%.  Condition remains, still missing Future vesting Schedule for XXX(B1 RSU employment/income) 7.1.2026 Client provided duplicate (in file pg 841) Notice of Grant commencement date XXX  and RSU income used is from 2024/2025 however still missing future vesting schedule.  Condition remains for future vesting schedule for B1 RSU income. 7.3.2026 Client provided duplicate (in file) Notice of Grant for 2022 - 2025 however future vesting schedule is what initial condition is requesting to support continuance future vesting of RSU stocks. Lender to provide their future continuance RSU income calculation, currently only current RSU income calculation is in file, for review provide their future vesting continuance calculation to support what is being used for qualifying. 7/6 Client asked for a review; on review the Borrower has recurring awards, future vesting not required by FNMA
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX Credit Score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
121301
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3258
Missing Profit and Loss statement for one or more XXX borrowers
No
Either provide YTD Profit and Loss for XXX  or documentation that 2025 Taxes have been filed. If 2025 Taxes have not been file then provide 2025 ExtensionPer AUS Guidelines: If Note date is after XXX, P&L may only be omitted if most recent tax year return is filed. If extension is filed, then YTD P&L for prior year is required and depending on Note date, current YTD P&L may also be required.
6.29.2026 Client provided copy of evidence IRS tax payment of $XXX being paid from XXX #XXX in which reflect same amount as reflected on 2025 1040 tax returns in file.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX Credit Score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
121301
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing DU AUS.
6.29.2026 Client provided DU A/Ineligible submission #5 (with including less than XXX year notes payable)
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX Credit Score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX months PITI
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review receipt of missing CBR and updated VOES
6/23 Client provided the credit bureau with mortgage history still need VOEsXXX Client provided full complete copy of Written VOE (including all 6 pages) in which includes current employment VVOE being completed on XXX (within XXX days of Note) and regarding other initial conditions, file having an LOE from Lender (pg 819) breakdown employment dates stating verified with Employer XXX and file having XXX Written VOE (pg 846) stating original hire date of XXX and being inactive as of XXX (this XXX appears to cover the prior employment in question along with LOX from Lender pg 819 w/breakdown of VVOE dates with this prior employer along with 2025/2024 w2's in file from this prior employment) and current employment started XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Please provide a missing copy of Initial Loan Estimate dated on XXX as per the Mavent document.
06/25/26 Client provided the missing XXX Initial LE and SPL.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
RESPA
Waived
B
B
B
B
CMPRESPA2700
RESPA - List of homeowners counseling organizations not provided w/in 3 days of application
No
Please provide a updated HCO document within XXX days from application date (XXX).
6/22/26 Client provided an approved exception for HOCL not provided timely to borrower.
6/22/26 Initial and final grade 2/B
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3670
TRID - Zero tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation
No
Zero tolerance in the amount of $XXX  due to added Tract Search fee in B. section on LE XXX with no valid reasons documented on COC XXX. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
06/25/26 Client provided a duplicate copy of the XXX COC and LE. Condition remains. The COC only states that the Tract Search Fee was added. It does not provide any valid change in circumstance reason/explanation. Borrower is due a refund of $XXX, PCCD with cure, LOE and proof of delivery that includes tracking information.07/01/26 Client provided an LOE from Seller with a copy of the XXX Tract Search Report and Invoice. Per the LOE, the tract search was required for another property (second home) to show it was owned free & clear.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Unable to test due to missing CBR
6/23 Client provided the credit bureau with mortgage history
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH3000
# of Tradelines Does Not Meet Guideline Requirements
No
Unable to test due to missing CBR
6/23 Client provided the credit bureau with mortgage history
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Credit/Mtg History
Satisfied
D
A
D
A
CRDCRMH189
Missing credit report
No
Provide missing CBR, meeting guidelines. Subject to XXX recalc and may be subject to additional conditions upon review
6/23 Client provided the credit bureau with mortgage history
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121302
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC2496
Verbal verification of employment completed outside the stated requirements and/or after closing/funding
No
For B1, may be subject to additional conditions upon review.1. 10 day VOE, page 596 combined file, date XXX- shows page 3 of 6. Other pages are missing and page 3 does not show company that completed the VOE. Provide XXX day VOE meeting guidelines. 2. Current job started XXX. Docs in file for prior job to complete XXX month employment history do not meet requirements:a.XXX  WVOE page 846 combined file, states most recent start date XXX, Original Hire date XXX, end date XXX for XXX.b. 6/3/26 VVOE page 265 states start date  XXX and activec. 6/3/26 processor cert page 819 states employment dates:XXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX-present** to address above discrepancies, Provide VOE directly from XXX with all employment dates from XXX -XXX - including any gaps, and end date if applicable.
6.26.2026 Client provided full complete copy of Written VOE (including all 6 pages) in which includes current employment VVOE being completed on XXX(within XXX days of Note) and regarding other initial conditions, file having an LOE from Lender (pg 819) breakdown employment dates stating verified with Employer XXX and file having XXX Written VOE (pg 846) stating original hire date of XXX and being inactive as of XXX(this XXX appears to cover the prior employment in question along with LOX from Lender pg 819 w/breakdown of VVOE dates with this prior employer along with 2025/2024 w2's in file from this prior employment) and current employment started XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
121303
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX years.
 
121304
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX% for FTHB with at least XXX months reserves with XXX below XXX%. Verified reserves are XXX months and XXX is XXX%
 
121305
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX years at current job.
 
121306
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
File is missing evidence of total PITIA payment for 2nd newly purchased property located at XXX. ($XXX per 1003)
6.19.2026 Client provided executed final CD from newly purchased property: XXX (closed simultaneously) supporting PITI payment used for qualifying
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX verified reserves > program requirement of $XXX(Subject PITIA $XXX X X =$XXX + OREO PITIA $XXX=$XXX).
 
121306
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
File is missing evidence of total PITIA payment for 2nd newly purchased property located at XXX ($XXXper 1003)
6.19.2026 Client provided executed final CD from newly purchased property: XXX (closed simultaneously) supporting PITI payment used for qualifying
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX verified reserves > program requirement of $XXX(Subject PITIA $XXX X X =$XXX + OREO PITIA $XXX=$XXX).
 
121307
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C & H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITI > min required reserves of XXX months.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrower's XXX XXX% is below guideline maximum XXX%.
 
121308
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
121309
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years XXX months at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline min XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% is below guideline max XXX%.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has XXX years XXX months at current job.
 
121086
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3552
TRID - Loan Estimate not timely
No
Application date XXX Earliest LE provided issued XXX. Missing initial LE.
06/29/26 Client provided the Initial XXX LE and SPL.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121086
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Incomplete initial CD provided. Missing page 2 of disclosure. Initial CD incomplete.
06/29/26 Client provided pages 1-3 of the Initial 6/4 CD (pages 4 and 5 are blank, however the original file contains pages 4 and 5).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
121087
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Provide XXX VOI with #XXX as stated and required on DU Approval.
6.18.2026 Client provided duplicate (in file) paystub however (a). still missing the VOI/VOE from XXX that DU is referring to being used for income and (b). per DU #4 stating: this is an Early assessment from soft inquiries with fewer than three credit reporting bureaus.  To be eligible for delivery as a DU loan, the lender must request a three in-file merged credit report and re-submit the casefile to DU. File do have a tri merge credit report with three scores dated XXX however was not used in DU; credit report used in DU is dated XXX reflecting two scores. Condition remains (a). provide updated DU with using credit report XXX with three fico scores (in which should removed the #4 message) and (b). if updated DU still requesting for VOI that was used to validate income, please provide this VOI for loan file. 6.22.2026 Client provided DU submission #7 however #4 message still on this DU and prior DU (appears requested changes were not completed in DU), DU #26 and #29 (reflected credit report dated XXX with two fico scores), however credit report being used is dated XXX with three fico scores.  No changes appear to have been made in this updated DU. Condition remains requested changes for DU was not completed on this updated DU and still missing the XXX VOI that was used in DU. 6.29.2026 Client provided updated DU submission #11 with requested changes: using credit report dated XXX and DU now reflecting three fico scores and the XXX /VOI is no longer being requested as being used for income by DU.  Income is supported with YTD paystub and w2 as required by DU.
Condition satisfied
(No Data)
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrower has XXX months 0x30 on current mortgage
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX  or XXX months PITI.  6 months required
 
121088
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITI > min required reserves of XXX months
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX is below guideline maximum XXX%.
 
121089
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX + XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
121090
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX Is below guideline maximum of XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower have been in the same line of work for XXX years
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121091
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX % is below guideline max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX verified assets is sufficient to cover required reserves $XXX.
 
121092
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years XXX months at current job.
 
121312
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Missing evidence to verify the $XXX funds being used for deposit were transferred directly to closing from the borrower's ex-spouse from proceeds of refinance of property at XXX; property has been verified as no longer being the borrower's liability.
6.9.2026 Client provided executed Final HUD-1 for subject property reflecting the proceeds deposit of $XXX from ex-spouse.
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX in the medical field for XXX years.
 
121313
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC3258
Missing Profit and Loss statement for one or more XXX borrowers
No
Missing 2026 YTD Profit and loss for XXX
6/22 Client provided YTD P&L
Satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower XXX years at current employment
 
121313
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL100
Legal document incorrect or incomplete
No
Mortgage is missing Notary Acknowledgement Date
6.24.2026 Client provided full complete executed (including notary) copy of subject Mortgage/Deed of Trust
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower XXX years at current employment
 
121314
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
121314
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Missing taxes, hoi and hoa dues proof for each REO property.
6/9 Client provided supporting docs for XXX with HOA and PITI; Still missing PITIA for XXX and XXX REOs; XXX is not finalized6.24.2026 Client provided Mtg statement, taxes, HOI, HOA for two remaining properties: XXX supporting monthly amount as reflected on REO of 1003
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
121098
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX years at current job.
 
121099
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
Right of Rescission
Satisfied
C
A
C
A
CMPROR2330
ROR - Disbursement date is before end of statutory rescission period
No
ROR signed on XXX with end of rescission date XXX. Final CD XXX with disbursement date of XXX. Disbursement date is before end of statutory rescission period. Per final ALTA in file, Disbursement was on XXX Condition is pending receiving corrected Disbursement date on PCD, LOE and proof of shipping.
06/30/26 Client provided an LOE, corrected XXX PCCD, check for a tolerance violation, shipping label, Loan Assessment Summary and UCD Findings Report. Loan disbursed on XXX
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121099
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
06/30/26 Client provided an LOE, XXX PCCD, $XXX check for a new tolerance violation, shipping label, Loan Assessment Summary and UCD Findings Report. The PCCD was provided for an ROR Disbursement Date violation. Corrections were made to match the Final Settlement Statement in file, however the Recording Fee increased at funding without a refund. PCCD provided included the $XXX tolerance cure credit along with the refund check to borrower.
(No Data)
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121100
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  B2 has been XXX with current business since XXX.
 
121101
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  mortgage history 0x30xXXX
 
121315
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
121316
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX/ XXX months PITIA > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX years at present job
 
121317
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX, minimum required score XXX
 
121318
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  B1 have been in the same line of work for XXX years
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121102
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Credit
Income/Employment
Waived
B
B
B
B
CRDINC150
Income docs do not meet guidelines
No
Exception for use of target bonus and use of retirement funds in asset depletion.
6/30/26 Lender approved exception for use of target bonus. UW determined that is non-material due to the following compensation factors: fico score XXX, cash reserves exceed $XXX, XXX XXX%.
Final grade B.
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
121103
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing.
06/01/26 Client provided a duplicate copy of an Affiliate Business Disclosure for XXX(agent). Condition remains. Provide the missing ABD for the Lender (XXX).06/09/26 Client provided the Lender ABD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower at current employment XXX years
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
121103
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower at current employment XXX years
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
121104
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX years at current residence.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% is below guideline max of XXX%.
 
121105
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post-closing assets $XXX/ Subject PITIA $XXX = XXX months verified reserves > program requirement of XXX months.
 
121106
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $XXX or XXX PITIAGuidelines require 6 months or $ XXX X XXX = $XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
121107
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121108
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC2496
Verbal verification of employment completed outside the stated requirements and/or after closing/funding
No
Note date XXXWVOE page 448 combined file dated XXX and VOE page 137 is dated XXX - but not completed: active / not active employment status is not selected.Provide VOE meeting guidelines. May be subject to additional conditions upon review.
6/18 Client provided an Email; on review VVOEs in file are acceptable
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXRequired: XXX months PITIA; met
 
121109
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one financed REO
 
121110
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Credit
XXX
Waived
C
B
C
B
CRDXXX134
Debt Ratio Exception =>10%
No
Max XXX for qualifying XXX is XXX%Qualifying XXX is XXX%.Approved Client exception in file for max XXX% and allowing for No escrows, not yet applied due to open conditions
6/29 exception applied
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement
 
121110
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Credit
Income/Employment
Waived
C
B
C
B
CRDINC150
Income docs do not meet guidelines
No
IRA Distribution income 1st receipt of income is XXX; Note date is XXX.Per guidelines:"Existing distribution of assets from an IRA, 401(k) or similar retirement asset must be sufficient to continue for a minimum of XXX(XXX) years.- Distributions cannot be set up or changed solely for loan qualification purposes."
6/25 Client provided Asset statement; Condition remains 6/29 Client provided an approved exception to allow the distribution set up for qualification
Upon review by XXX XXX Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement
 
121110
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Credit
Terms/Guidelines
Waived
C
B
C
B
CRDTER3122
Loan documents do not meet guideline requirements
No
Subject is XXX% XXX.HOI escrowed, tax is not.Per guides: "The following requirements apply for transactions with XXXs greater than XXX%: Escrow/impound accounts required for XXXs greater than XXX% unless prohibited by applicable laws"
6/25 Client provided an approved exception to allow the file without tax escrows (exception pending open conditions)6/29 exception applied
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement
 
121111
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX months PITIAGuidelines require 9 months or $ XXX X XXX = $ XXX+XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
121112
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3626
TRID - CD: Loan consummated before end of waiting period
No
Initial CD dated XXX is not signed and there is no evidence in file of when it was delivered to borrower. Provide proof of borrowers receipt of initial CD.
06/05/26 Client provided the Initial XXX CD Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Good mortgage history 0x30xXXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
121113
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
121113
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
1) File is missing verification of HOA dues for an additional property owned located at XXX Tax and insurance documentation provided in the file verified total monthly amount of $XXX.  Lender used total monthly tax, insurance, HOA dues of $XXX to qualify.  Used lender amount of $XXX per month for HOA dues for recalculations.2) A mortgage statement for the borrower's retained departure residence provided in the file verified taxes and insurance are escrowed.  Lender used additional monthly expenses of $XXX to qualify.  File is missing documentation verifying these additional expenses.
6.15.2026 Client provided Lender LOX stating additional $XXX was added erroneously and can be removed and lender provided evidence of monthly HOA of $XXX for XXX property.
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
121113
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
C
A
C
A
CRDINC150
Income docs do not meet guidelines
No
1) File is missing an offer letter for B1 fully executed by all parties.  Offer letter provided in the file is not signed by the borrower.2) File is missing a copy of the signed 2025 tax returns.  Tax returns provided in the file are not signed.
6.15.2026 Client provided employer email stating there are no contingencies as XXX has already completed all her new hire documents and background check is now complete. Cleared to start XXX and provided 2025 1040 transcripts and w2 transcript. Condition remains, tax returns (2025/2024) reflect some alimony being paid however none included in XXX and none listed as a debt for either borrower. Verify no longer having this alimony obligation. 6.23.2026 Client provided copy of Marital Settlement and states as consideration for this alimony agreement, there shall be a deposit of $XXX into the Savings plan on an annual basis for seven consecutive years, beginning 2019 for the minor child.  Response, B1 2025/2024 tax returns do support this amount of $XXX and appears 2025 was the seventh consecutive year.
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
121113
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
File is missing most recent year W2 for B1 as required by DU findings.
6.12.2026 Client provided 2025 w2 for B1
Condition satisfied
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
121114
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Low XXX XXX% Max XXX allowed is XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121115
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has $XXX available in reserves; $XXX in reserves required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has owned the subject property for XXX years XXX months.
 
121319
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
Final 1003 shows lender included additional monthly insurance, taxes, association dues, etc. of $XXX in the total monthly payment for borrower's departure residence.  A mortgage statement shows taxes and insurance are escrowed.  File is missing documentation verifying this additional expense.
6.26.2026 Client provided HOA monthly invoice supporting $XXX for departure home used on REO of 1003
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XX points above the minimum required score of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has $XXX available in reserves; $XXX in reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
121327
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
121328
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX months PITI; $XXX or XXX months required.
 
121329
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX exceed guideline requirement pf $XXX for subject PITI $XXX x XXX + REO: $XXX x XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum XXX
 
121329
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Provide a copy of the DU AUS Findings
6/22 Client provided DUAI 4
Satisfied
(No Data)
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX exceed guideline requirement pf $XXX for subject PITI $XXX x XXX + REO: $XXX x XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum XXX
 
121330
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline required credit score is XXX, qualifying credit score is XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
121119
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the CD
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
121120
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121121
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Determine status upon review / receipt of missing income docs.
6.23.2026 Client provided B1 complete copy of 2024 1120S and signed dated, along with 2024 1040 however did not provide B1 complete 2025 1040 (including all schedules) for review and calculation of B1 XXX income. 6/26 Client provided an LOX that 25 return is in file and has no schedules ; On review 25 1040 in file is complete
satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX months PITI; met.
 
121121
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC2408
Income verification does not meet guidelines
No
Provide the following; may be subject to additional conditions upon review:1. B1 complete 2025 1040, all pages, schedules, including missing federal statements2. B1 complete 2024 1120s, all pages, schedules, and statements including missing Form1125-E / Compensation of Officers
6.23.2026 Client provided B1 complete copy of 2024 1120S and signed dated, along with 2024 1040 however did not provide B1 complete 2025 1040 (including all schedules) for review and calculation of B1 XXX income. 6/26 Client provided an LOX that 25 return is in file and has no schedules ; On review 25 1040 in file is complete
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX months PITI; met.
 
121121
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Title
Satisfied
C
A
C
A
CRXXXL100
Potential title issue
No
SCHEDULE B, PART II - Exceptions"A 8. Right(s) of first refusal as created by XXX and known asTenant Opportunity to Purchase Program.B 9. Relative to the exception on Schedule B, Part Il regarding a right of first refusal under XXX, the Company may, upon submission of full proof of exemption or compliance,and adequate indemnification, issue an endorsement relative thereto.D 10. For each policy to be issued as identified in Schedule A, Item 2; the Company shall not be liable under thiscommitment until it receives a designation for a Proposed Insured, acceptable to the Company. Asprovided in Commitment Condition 4, the Company may amend this commitment to add, among otherthings, additional exceptions or requirements after the designation of the Proposed Insured"Provide sufficient document this does not affect Title coverage / lien position etc.May be subject to additional conditions upon review.
6.23.2026 Client provided duplicate (in file) Title commitment dated XXX with no corrections.  Initial condition remains 6/26 Client asked for a review; on review exemptions do not apply to SFR purchase Owner occ
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX months PITI; met.
 
121122
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide lines maximum of XXX%.
 
121123
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
File is missing evidence of updated XXX XXX HELOC payment attached to property located at XXX
6.22.2026 Client provided evidence of monthly interest only payment of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX verified reserves > program requirement of $XXX (Subject PITI $XXX x XXX=$XXX+ OREO PITI $XXX x XXX=$XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121123
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
File is missing evidence of updated XXX XXX HELOC payment attached to property located at XXX. (1003 indicates payment of $XXX based on XXX updated balance of $XXX following the $XXX disbursement)
6.22.2026 Client provided evidence of monthly interest only payment of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX verified reserves > program requirement of $XXX (Subject PITI $XXX x XXX=$XXX+ OREO PITI $XXX x XXX=$XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121344
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C, E, F, & H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower XXX years at current employment
 
121345
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified mid FICO score is XXX, minimum required XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX of XXX% is below guideline max XXX of XXX%.
 
121127
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
121127
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2354
Asset Verification In File is Incomplete Per Requirements
No
Missing proof gift of funds from the donor's account, $XXX and $XXX.
6.2.2026 Client provided evidence of gift wire of $XXX and is now reflected on PCCD in file and provided copy of XXX #XXX verifying other gift of $XXX was deposited on XXX and appears have been since moved out of #XXX into #XXX ; gift of $XXX have been added in assets due to giving at closing and is now reflected on PCCD
Condition satisfied
(No Data)
Not Applicable
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
121128
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121128
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Credit
Insurance
Waived
B
B
B
B
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
HOI Effective date XXX with disbursement date XXX
6.26.26- Hazard insurance not in effect at time of closing, however valid at time of delivery to XXX for Purchase review.
6.26.26- waived.
Not Applicable
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121129
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX exceed guideline requirement of $XXX for subject PITI $XXX x XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
121130
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-Paid fees indicated on Seller CD are not disclosed on page 2 of the Borrowers Final CD.
(No Data)
Condition satisfied. File contains the Seller CD and Final Settlement Statement reflecting the Seller paid fees. Charges were included in the fee testing with no violation.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower have been in the same line of work for XXX years
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
121131
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower have been in the same line of work for XXX years
 
121352
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has been with current employer since XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXX in reserves required.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX with current business since XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121353
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121354
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-Paid fees indicated on Seller CD are not disclosed on page 2 of the Borrowers Final CD.
(No Data)
Condition satisfied. File contains the Seller CD and Final Settlement Statement reflecting the Seller paid fees. Charges were included in the fee testing with no violation.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX, guideline minimum score is XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
121355
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Missing ATR/QM documentation.
6.22.2026 Client provided asset statement however still missing Lender QM status determination.06/25/26 Client provided the Compliance Summary reflecting Lender status QM Safe Harbor.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
121355
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
121355
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2354
Asset Verification In File is Incomplete Per Requirements
No
Missing transaction history from  XXX through XXX for XXX #XXX to complete a full most recent XX months consecutive transaction history.
6.22.2026 Client provided XXX #XXX statement from XXX-XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
121356
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
D
A
D
A
CMPTRID5107
TRID - Seller CD not in file; need in order to complete fee entry
No
No fees paid by seller are present on final CD XXX. Please provide Seller's CD to complete a fee entry.
06/23/26 Client provided a duplicate copy of the Final ALTA from the sale of the borrower's current residence. Condition remains. Provide the missing Seller CD or ALTA for the subject transaction.06/26/26 Client provided the missing Seller CD.
Condition Satisfied.
Not Applicable
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
121357
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verifying XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX  in reserves; $XXX  * XXX = $XXX  reserves required for subject.  REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  Qualifying XXX is XXX%.  Guidelines allow up to XXX%.
 
121358
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITIA > min required of $XXX.
 
121461
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121462
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years in Current Profession
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX  PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
121463
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Verified XXX is XXX%.  Guidelines allow up to XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in reserves; $XXX * XXX  = $XXX reserves required for subject. REO reserves - $XXX * XXX = $XXX reserves required for other financed properties. Total required reserves XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score is XXX.  Guidelines require XXX.
 
121464
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX % XXX; XXX% max allowed.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX months PITI; $XXX or XXX months required.
 
121465
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has XXX years XXX months at current job.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX% is below guideline maximum XXX%.
 
121466
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower ha stable employment with XXX years at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
121467
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
121468
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX months of PITI available in reserves; XXX months required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is XXX% below the maximum allowable XXX of XXX%.
 
121469
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower XXX year at current employment
 
121470
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status. File is missing the credit report.  Additional review required upon receipt.
7.7.2026 Client provided Credit report dated 3.30.2026 and file having satisfactory VOR housing payment history
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITI available in reserves; XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121470
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees listed on Seller CD but not Borrower final CD. As the fees are at least reflected there is no material issue. This exception is informational per XXX Compliance department and TRID 2.0 revisions.  Exception satisfied. Final Grade A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITI available in reserves; XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121470
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Credit/Mtg History
Satisfied
B
A
B
A
CRDCRMH3000
# of Tradelines Does Not Meet Guideline Requirements
No
File is missing the credit report.  Unable to determine if credit depth meets the guideline requirements.  Additional review required upon receipt of the credit report.
7.7.2026 Client provided Credit report dated 3.30.2026 and file having satisfactory VOR housing payment history, tradelines met
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITI available in reserves; XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121470
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
Credit/Mtg History
Satisfied
D
A
D
A
CRDCRMH189
Missing credit report
No
File is missing the credit report.  Additional review required upon receipt.
7.7.2026 Client provided Credit report dated 3.30.2026 and file having satisfactory VOR housing payment history
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITI available in reserves; XXX months required.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
121132
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has >XXX years at current job
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  CXXX XXX% below guideline requirements XXX%
 
121133
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX months PITI; $XXX or XXX months required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; XXX% max allowed.
 
121134
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  B1 shows additional bonus income of $XXX per month that was not used in qualifying.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is at XXX%, guideline max XXX is XXX%.
 
121135
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX; max XXX%.
 
121136
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets for reserves is sufficient to cover required $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years XXX months at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
121137
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH1805
Debts/obligations not disclosed/accounted for at origination
No
Missing signed letter of intent from borrower indicating they intend to list the departure residence for sale within XXX(XXX) days of closing on subject transaction.
6.24.2026 Client provided Borrowers LOX of intent to list/sell current home within XXX days of close of subject home.
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
121138
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrower's XXX XXX is below guideline maximum XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITI > min required reserves of XXX months
 
121359
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees were able to be sourced from the sellers CD document. Consistent with the XXX, we are satisfying to 1/A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years XXX months at current job.
 
121360
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
121361
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX  years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
121362
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees were able to be sourced from the sellers CD document. Consistent with the XXX, we are satisfying to 1/A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
121363
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with the same employer for XXX years
 
121364
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees listed on Seller CD but not Borrower final CD. As the fees are at least reflected there is no material issue. This exception is informational per XXX Compliance department and TRID 2.0 revisions.  Exception satisfied. Final Grade A.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX < program maximum of XXX%.
 
121139
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
RESPA
Waived
B
B
B
B
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure is missing from the file.
07/07/26 Client provided an approved exception for the missing Affiliate Business Disclosure.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has been owning the departed residence for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves  XXX exceed guidelines XXX.
 
121139
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has been owning the departed residence for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified cash reserves  XXX exceed guidelines XXX.
 
121140
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Credit
Income/Employment
Waived
B
B
B
B
CRDINC150
Income docs do not meet guidelines
No
B1 using sign on Bonus to qualify
XXX Exception Approved XXX requesting to use sign on bonus to qualify (already received. Averaged over XXX months). Borrower has a history of bonus with previous employer and will be receiving bonus with current employer going forward
XXX initial & final grade of B
(No Data)
Not Applicable
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX + XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
121141
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees listed on Seller CD but not Borrower final CD. As the fees are at least reflected there is no material issue. This exception is informational per XXX Compliance department and TRID 2.0 revisions.  Exception satisfied. Final Grade A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX < XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121141
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Assets
Satisfied
B
A
B
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
Only page 1 of XXX - XXX XXX. 401(K) PLAN statement is in file. Provide full statement, all pages. May be subject to additional conditions upon review.
6/24 Client again provided 1 page; Condition remains for complete statement 6/25 Client provided Email that statement appears to be 1 page; on review the page provided has sufficient balance information
Satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX < XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121141
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Title
Satisfied
C
A
C
A
CRXXXL875
Title Does Not Agree With Mortgage
No
DOT reflects B2's middle name, Warranty Deed does not. Provide updated matching documents.
6/24 Client provided Wd and DOT with both matching B2 middle name
Satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Qualifying XXX < XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121365
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments >XXX Months
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX + XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
121157
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
A
A
D
A
D
A
B
A
A
A
Credit
Income/Employment
Satisfied
B
A
B
A
CRDINC2496
Verbal verification of employment completed outside the stated requirements and/or after closing/funding
No
1. B1 employment info:a. 1003, W2, paystubs: XXX, XXX. 4/30/26 WVOE: XXXProvide sufficient documentation reflecting these are the same company2. Provide missing XXX day VOE--May be subject to additional conditions upon review
7.2.2026 Client provided employment website verifying employment is a brand owned by XXX  and Written VOE showing the same (company code info) and provided VVOE dated XXX (within XXX business days of Note)
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXX Exceeds requirement for subjectAll additional REOs are lien free
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121157
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
A
A
D
A
D
A
B
A
A
A
Credit
Title
Satisfied
D
A
D
A
CRXXXL796
Missing Title
No
Subject loan is delayed financing.Title in file incorrectly reflects Borrowers as buyer, pages 1148  and 1130 combined file. Provide corrected Title for subject transaction. Subject to full review and may be subject to additional conditions upon review.
6.29.2026 Client provided appears to be duplicate (in file) Title with supplement reflecting our Borrowers as Buyer name with no Seller name, with all other documentation supporting our Borrowers are reflecting as being on Title, data verify now reflecting the same our borrowers as the current owner.
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXX Exceeds requirement for subjectAll additional REOs are lien free
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121157
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
B
A
A
A
D
A
D
A
B
A
A
A
Property Valuations
Appraisal
Satisfied
B
A
B
A
PRVAAPPR4789
Appraisal Deficiency
No
Subject is a refi. Owner of Public Record on page one of appraisal does not match either Borrower. Appraisal to correct / address discrepancy. May be subject to additional conditions upon review.
6.29.2026 Client provided updated appraisal with corrected owner name: as our borrower names
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXX Exceeds requirement for subjectAll additional REOs are lien free
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
121158
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX score exceeds XXX min
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets verified for reserves  $XXX or XXX months PITI and required is XXX months PITI
 
121375
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves $XXX or XXX months
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Current and previous mortgage payment 0x30xXXX
 
121376
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX of XXX is below guideline max XXX of XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX, minimum score allowed 680.
 
120936
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have $XXX available in reserves; $XXXin reserves required.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have owned the subject property for XXX years XXX months.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below the maximum allowed XXX of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
120938
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
120939
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not included on Borrower Final CD.
(No Data)
Conclusion-Exception Satisfied. Seller fees have been sourced on the Seller CD.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
120939
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Insurance
Waived
B
B
B
B
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
Hazard Insurance Policy effective date XXX; disbursement XXX
6.11.26- Hazard insurance not in effect at time of closing, however valid at time of delivery to XXX for Purchase review.
6.11.26- waived.
Not Applicable
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
120939
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Legal Documents
Satisfied
D
A
D
A
CRDLGL988
Loan File is Missing or Contains Insufficient Documentation for Basic Review
No
1) Provide a copy of the leasehold agreement for the subject property to verify lease term runs for at least XXX years beyond the maturity date of the subject mortgage. 2) A mortgage that is subject to a leasehold estate must have an ALTA Endorsement 13.1, per FNMA guidelines.May require additional conditions upon review.
6.16.2026 Client provided copy of Leasehold agreement for subject with term at least XXX years beyond the maturity date of the subject mortgage, condition remains for evidence Title reflecting Leasehold estate ALTA Endorsement 13.1 (per initial condition) 6.23.2026 Client provided copy of Final Title with 13.1 Leasehold estate ALTA Endorsement
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX% XXX is below guideline maximum of XXX%
 
121378
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years at current job.
 
121379
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
121380
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
B
B
A
A
C
A
C
B
B
B
A
A
C
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
A
C
A
CMPTRID3676
TRID - CD: Ten percent tolerance fee or fees increased at or prior to closing without a valid reason or not timely disclosed; refund required within 60 days of consummation.
No
Recording fee increase from initial CD XXX $XXX to final CD XXX $XXX. Exceeds allowable  XXX% variation or $XXX. COC issued XXX does not list fee increase or any details as to why fee increased. No cure provided on final CD. Condition pending receipt detailed COC with increase validated or Post CD reflecting lenders cure, LOX, Refund of $XXX w/ Proof of Delivery.
07/07/26 Client provided a missing XXX COC validating the Recording Fee increase for the POA added.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX months PITI; $XXX or XXX months required.
 
121380
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
B
B
A
A
C
A
C
B
B
B
A
A
C
A
Credit
Income/Employment
Waived
B
B
B
B
CRDINC150
Income docs do not meet guidelines
No
RSU income used with less than XXX years history of receipt. B1 has received RSU income since start of current job on XXX.
7.1.26-Client provided an approved exception request to allow RSU income with less than XXX years receipt of non-new hire RSU income for XXX employee.
7.1.26- Upon further review XXX XXX XXX determined that the guideline violation is non-material due to meeting all exception conditions and the following compensating factors: XXX Fico; XXX min, XXX mo. 0x30 mortgage payment history and over XXX years in profession.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX or XXX months PITI; $XXX or XXX months required.
 
120941
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
120942
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees listed on Seller CD but not Borrower final CD. As the fees are at least reflected there is no material issue. This exception is informational per XXX Compliance department and TRID 2.0 revisions.  Exception satisfied. Final Grade A.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
120943
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Credit
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CRDATRQM3124
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; Lender did not provide an ATR/QM status determination.
No
Missing lender's ATR/QM status determination.
5/27 Client provided an Email that the initial LE has the lock"; Condition remains for lenders QM determination 5/29 Client provided XXX.
05/09 Condition satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX FICO exceeds guideline of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX below guideline of XXX.
 
120944
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage payment history of XXX months exceeds guidelines of XXX months.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX at XXX% below guideline requirement of XXX%
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Significant time at current residence of XXX years
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX at 42.86% below guideline requirements of 80%
 
CFCFS2854: Significant time in profession
- XXX Comments:  Significant time in profession of XXX years and XXX years respectively
 
121381
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Compliance
Ability to Repay/Qualified Mortgage
Satisfied
D
A
D
A
CMPATRQM3220
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; the loan file is missing documents to complete the ATR/QM review and render an accurate ATR/QM status.
No
1. Missing evidence to verify PITIA payments (including evidence of hoi/tax if those payments are not escrowed) for 1. XXX 2. XXX with HOA pmt 3. XXX 4. XXX 5. XXX with HOA pmt.  2. Missing evidence to verify tax payment for Lots at 1. XXX XXX 2. XXX 3. XXX 4. XXX
7.2.2026 Client provided documentation supporting PITI(A) on all requested properties including LOX from borrower on properties that do not have any HOA, amounts as reflected on REO of 1003 supported for each.
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at employment XXX years per 1120S
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets $XXX or XXX months
 
121381
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Credit
XXX
Satisfied
D
A
D
A
CRDXXX2540
Missing verification of some or all components of non-subject PITI
No
1. Missing evidence to verify PITIA payments (including evidence of hoi/tax if those payments are not escrowed) for 1. XXX 2. XXX with HOA pmt 3. XXX 4. XXX 5. XXX with HOA pmt.  2. Missing evidence to verify tax payment for Lots at 1. XXX XXX 2. XXX 3. XXX 4. XXX
7.2.2026 Client provided documentation supporting PITI(A) on all requested properties including LOX from borrower on properties that do not have any HOA
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at employment XXX years per 1120S
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets $XXX or XXX months
 
120955
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller fees reflected on Seller CD but not all fees included on Borrower Final CD XXX, Seller fees have been sourced on the Seller CD, Condition Satisfied.
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITIA > min required of $XXX.
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX is XXX%; guidelines allow XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
120956
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees, exception is satisfied
(No Data)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-borrower has stable employment with XXX years at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines of XXX.
 
121382
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX%
 
CFCFS1737: XXX below guideline requirements
- XXX Comments:  XXX XXX%
 
121445
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX months or $ XXX X XXX  = $ XXX+ 3 Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX Years at Current Residence
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX Years at Current Residence
 
120971
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline minimum credit score XXX, qualifying score XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer for XXX years.
 
120972
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Section C are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide lines maximum of XXX%.
 
120972
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Credit
Income/Employment
Waived
D
B
D
B
CRDINC2302
Missing Required Income Documentation
No
Missing offer letter/employment agreement for borrower 2.
7.8.2026 Client provided executed Letter from new employment however signature area states: A formal Employment agreement will be prepared upon the acceptance of this offer and your employment with XXX will be contingent upon you signing the formal employment agreement.  Condition remains for B2 fully executed copy of this formal Employment Agreement. 7/9 Client provided an exception to allow the file without the updated agreement
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  XXX XXX% is below lender's guide lines maximum of XXX%.
 
121527
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX; total reserves required $XXX.
 
121528
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Low XXX XXX% Max XXX allowed is XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
120986
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Seller-paid fees that should be disclosed in Sections C, F, & H are not disclosed on Final CD XXX; Seller's CD in file & able to test; Condition Satisfied.
(No Data)
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline minimum credit score XXX, qualifying credit score XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  0x30x24 mortgage payment history required, credit shows 0x30 since XXX
 
121392
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
A
A
A
A
CMPTRID5293
TRID  Not all required seller-paid fees were disclosed on the CD
No
Not all required seller-paid fees were disclosed on the final CD. Seller's CD in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
121160
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
                             
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: XXX below guideline requirement
- XXX Comments:  Borrowers XXX XXX% is below guideline maximum XXX%.
 


Client Name:
                                     
Client Project Name:
SEMT 2026-10
                                 
Start - End Dates:
3/2/2026 - 7/9/2026
                                 
Deal Loan Count:
418
                                   
                                       
Conditions Report 2.0
                               
                                       
Loans in Report:
418
                                   
Loans with Conditions:  
289
                                   
                                       
Loan Number
Lender Application Date
Broker Application Date
Initial Securitization Overall Loan Grade
Final Securitization Overall Loan Grade
Initial Securitization Credit Loan Grade
Final Securitization Credit Loan Grade
Initial Securitization Property Valuations Loan Grade
Final Securitization Property Valuations Loan Grade
Initial Securitization Compliance Loan Grade
Final Securitization Compliance Loan Grade
Initial S&P Overall Loan Grade
Final S&P Overall Loan Grade
Initial S&P Credit Loan Grade
Final S&P Credit Loan Grade
Initial S&P Property Valuations Loan Grade
Final S&P Property Valuations Loan Grade
Initial S&P Compliance Loan Grade
Final S&P Compliance Loan Grade
Did Lender Acknowledge Exception at Origination
120945
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121159
XXXXXX
XXXXXX
D
A
D
A
B
A
D
A
D
A
D
A
B
A
D
A
No
121384
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121385
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121386
XXXXXX
XXXXXX
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
Not Applicable
120946
XXXXXX
XXXXXX
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Not Applicable
120947
XXXXXX
XXXXXX
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Not Applicable
120948
XXXXXX
XXXXXX
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Not Applicable
120949
XXXXXX
XXXXXX
C
B
B
B
A
A
C
B
C
B
B
B
A
A
C
B
Not Applicable
120950
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120951
XXXXXX
XXXXXX
D
B
D
A
D
A
D
B
D
B
D
A
D
A
D
B
No
120952
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
120953
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
120954
XXXXXX
XXXXXX
D
A
A
A
D
A
C
A
D
A
A
A
D
A
C
A
Not Applicable
121161
XXXXXX
XXXXXX
B
A
B
A
A
A
B
A
B
A
B
A
A
A
B
A
No
121162
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Not Applicable
121163
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121164
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121165
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
121166
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121167
XXXXXX
XXXXXX
C
A
C
A
A
A
C
A
C
A
C
A
A
A
C
A
Not Applicable
121168
XXXXXX
XXXXXX
C
A
B
A
C
A
A
A
C
A
B
A
C
A
A
A
Yes
121169
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
121170
XXXXXX
XXXXXX
D
B
D
A
A
A
B
B
D
B
D
A
A
A
B
B
Not Applicable
121171
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
No
121387
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121388
XXXXXX
XXXXXX
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
No
121389
XXXXXX
XXXXXX
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Not Applicable
121390
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121391
XXXXXX
XXXXXX
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Not Applicable
121172
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121173
XXXXXX
XXXXXX
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
No
121174
XXXXXX
XXXXXX
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Not Applicable
121175
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121176
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
No
121177
XXXXXX
XXXXXX
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Not Applicable
120957
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
120958
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120959
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
120960
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120961
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
120962
XXXXXX
XXXXXX
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Not Applicable
120963
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
No
121178
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121179
XXXXXX
XXXXXX
D
B
B
B
D
A
C
B
D
B
B
B
D
A
C
B
Not Applicable
121180
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121181
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
No
121182
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
121183
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121184
XXXXXX
XXXXXX
C
B
C
A
A
A
C
B
C
B
C
A
A
A
C
B
Not Applicable
120964
XXXXXX
XXXXXX
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
Not Applicable
120965
XXXXXX
XXXXXX
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Not Applicable
120966
XXXXXX
XXXXXX
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Not Applicable
120967
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Not Applicable
120968
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
120969
XXXXXX
XXXXXX
D
B
C
B
D
A
A
A
D
B
C
B
D
A
A
A
Not Applicable
120970
XXXXXX
XXXXXX
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Not Applicable
121185
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121186
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Not Applicable
121187
XXXXXX
XXXXXX
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
No
121188
XXXXXX
XXXXXX
D
A
D
A
D
A
A
A
D
A
D
A
D
A
A
A
Not Applicable
121189
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121190
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121191
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
No
121192
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
121194
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121195
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121196
XXXXXX
XXXXXX
C
A
A
A
C
A
A
A
C
A
A
A
C
A
A
A
Not Applicable
121197
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121198
XXXXXX
XXXXXX
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
No
121199
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
No
121200
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121201
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121202
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
120973
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120974
XXXXXX
XXXXXX
B
B
B
B
A
A
B
B
B
B
B
B
A
A
B
B
Not Applicable
120975
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
120976
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Not Applicable
120977
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120978
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
120979
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
120980
XXXXXX
XXXXXX
C
B
C
A
A
A
C
B
C
B
C
A
A
A
C
B
Not Applicable
120981
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
120982
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
120983
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
120984
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120985
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121203
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121204
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121205
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
No
121206
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
No
121207
XXXXXX
XXXXXX
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Not Applicable
121208
XXXXXX
XXXXXX
D
A
D
A
D
A
C
A
D
A
D
A
D
A
C
A
Not Applicable
121209
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121211
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121212
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121214
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121393
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
121394
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121395
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120987
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
120988
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Not Applicable
120989
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
120991
XXXXXX
XXXXXX
D
B
D
A
C
B
A
A
D
B
D
A
C
B
A
A
No
120992
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
120993
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
120994
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
120995
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121215
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121216
XXXXXX
XXXXXX
D
B
D
B
B
B
D
A
D
B
D
B
B
B
D
A
Yes
121217
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121218
XXXXXX
XXXXXX
D
B
C
A
A
A
D
B
D
B
C
A
A
A
D
B
No
121219
XXXXXX
XXXXXX
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Not Applicable
121220
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
No
121221
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121222
XXXXXX
XXXXXX
D
A
D
A
C
A
A
A
D
B
D
A
C
B
A
A
Not Applicable
121223
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
120996
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120997
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
120998
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
No
120999
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121000
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121001
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
No
121002
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121003
XXXXXX
XXXXXX
D
B
A
A
D
A
D
B
D
B
A
A
D
A
D
B
No
121004
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121224
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121225
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121226
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121227
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121228
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121229
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121230
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121231
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121232
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121233
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121234
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121005
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121006
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121007
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121008
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
121235
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121236
XXXXXX
XXXXXX
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Not Applicable
121237
XXXXXX
XXXXXX
C
A
C
A
C
A
A
A
C
A
C
A
C
A
A
A
No
121238
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121239
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121240
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121009
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
121010
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121011
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
121012
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
121013
XXXXXX
XXXXXX
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
No
121014
XXXXXX
XXXXXX
C
B
A
A
C
A
C
B
C
B
A
A
C
A
C
B
Not Applicable
121015
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121016
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121242
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121244
XXXXXX
XXXXXX
D
A
D
A
A
A
B
A
D
A
D
A
A
A
B
A
Yes
121245
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
121246
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121247
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Not Applicable
121248
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121249
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
121250
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
121251
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121252
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121253
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121446
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121447
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
No
121448
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Not Applicable
121449
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121451
XXXXXX
XXXXXX
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Not Applicable
121452
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
No
121453
XXXXXX
XXXXXX
D
B
D
B
D
A
D
A
D
B
D
B
D
A
D
A
Yes
121454
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
No
121475
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121476
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121477
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121478
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121479
XXXXXX
XXXXXX
D
A
A
A
D
A
A
A
D
A
A
A
D
A
A
A
Not Applicable
121480
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
121504
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
121505
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121506
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121507
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Not Applicable
121508
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121509
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121397
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121398
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121399
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121400
XXXXXX
XXXXXX
C
B
C
A
A
A
B
B
C
B
C
A
A
A
B
B
No
121401
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121402
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121017
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121018
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121019
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121020
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121022
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121023
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121024
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121026
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121027
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
121028
XXXXXX
XXXXXX
D
B
B
B
C
A
D
A
D
B
B
B
C
A
D
A
No
121029
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121030
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121031
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Not Applicable
121254
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121255
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121256
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121257
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121258
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121259
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121260
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121261
XXXXXX
XXXXXX
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Not Applicable
121262
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121263
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121264
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Yes
121032
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121033
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121034
XXXXXX
XXXXXX
D
B
A
A
A
A
D
B
D
B
A
A
A
A
D
B
Not Applicable
121035
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121036
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121037
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121038
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121039
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
121040
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
121041
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
121042
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121043
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121044
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121045
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121046
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121265
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121266
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121267
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121268
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121269
XXXXXX
XXXXXX
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Not Applicable
121270
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121271
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121272
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121273
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121274
XXXXXX
XXXXXX
C
A
B
A
A
A
C
A
C
A
B
A
A
A
C
A
Not Applicable
121275
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121276
XXXXXX
XXXXXX
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
No
121277
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121278
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Not Applicable
121047
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121048
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121049
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
No
121051
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Not Applicable
121052
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Yes
121053
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121054
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
121055
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121056
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121057
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
No
121279
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121280
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121513
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
121514
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121515
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121516
XXXXXX
XXXXXX
D
B
D
B
C
B
C
A
D
B
D
B
C
B
C
A
Yes
121517
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121058
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
121059
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121060
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121061
XXXXXX
XXXXXX
D
A
B
A
A
A
D
A
D
A
B
A
A
A
D
A
No
121062
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121063
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121064
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121065
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121066
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121067
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121068
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121281
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
121282
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121283
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121284
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121285
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121404
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121405
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121406
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
121407
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121408
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121409
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121410
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
121293
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121294
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121295
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
121296
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
121297
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121298
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121299
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121078
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121079
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121080
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121081
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121082
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121083
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121084
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121085
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Not Applicable
121301
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121302
XXXXXX
XXXXXX
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
No
121303
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121304
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121305
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121306
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121307
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121308
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121309
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121086
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
121087
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121088
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121089
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121090
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121091
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121092
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121312
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121313
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
121314
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121098
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121099
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
121100
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121101
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121315
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121316
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121317
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121318
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121102
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Yes
121103
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
No
121104
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121105
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121106
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121107
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121108
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
No
121109
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121110
XXXXXX
XXXXXX
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Yes
121111
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121112
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
121113
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121114
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121115
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121319
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121327
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121328
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121329
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121330
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121119
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121120
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121121
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
121122
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121123
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121344
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121345
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121127
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
121128
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Not Applicable
121129
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121130
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121131
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121352
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121353
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121354
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121355
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
121356
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
121357
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121358
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121461
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121462
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121463
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121464
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121465
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121466
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121467
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121468
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121469
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121470
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
121132
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121133
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121134
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121135
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121136
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121137
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
121138
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121359
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121360
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121361
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121362
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121363
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121364
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121139
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
121140
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Not Applicable
121141
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
No
121365
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121157
XXXXXX
XXXXXX
D
A
D
A
B
A
A
A
D
A
D
A
B
A
A
A
No
121158
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121375
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121376
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
120936
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120938
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120939
XXXXXX
XXXXXX
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Not Applicable
121378
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121379
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121380
XXXXXX
XXXXXX
C
B
B
B
A
A
C
A
C
B
B
B
A
A
C
A
Not Applicable
120941
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
120942
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120943
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
No
120944
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121381
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
120955
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120956
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121382
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
121445
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120971
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
120972
XXXXXX
XXXXXX
D
B
D
B
A
A
A
A
D
B
D
B
A
A
A
A
Not Applicable
121527
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121528
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
120986
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121392
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
121160
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable