Loan Number
Seller Loan Number
Originator
Last Name
Note Date
Original Balance
State
TPR QM ATR Status
Loan Status
Exception Date
Remediation Status
Exception ID
Exception Type
Exception Category
Exceptions
Exception Rebuttal
Exception Rebuttal Date
Exception Rebuttal Response
Exception Rebuttal Response Date
Compensating Factors
Initial Overall Loan Grade
Final Overall Loan Grade
Initial Exception Grade
Final Exception Grade
Initial Credit Grade
Final Credit Grade
Initial Property Valuation Grade
Final Property Valuation Grade
Initial Compliance Grade
Final Compliance Grade
Initial Overall Grade (DBRS/Morningstar)
Initial Credit Grade (DBRS/Morningstar)
Initial Property Valuation Grade (DBRS/Morningstar)
Initial Compliance Grade (DBRS/Morningstar)
Initial Overall Grade (Fitch)
Initial Credit Grade (Fitch)
Initial Property Valuation Grade (Fitch)
Initial Compliance Grade (Fitch)
Initial Overall Grade (Kroll)
Initial Credit Grade (Kroll)
Initial Property Valuation Grade (Kroll)
Initial Compliance Grade (Kroll)
Initial Overall Grade (Moodys)
Initial Credit Grade (Moodys)
Initial Property Valuation Grade (Moodys)
Initial Compliance Grade (Moodys)
Initial Overall Grade (S&P)
Initial Credit Grade (S&P)
Initial Property Valuation Grade (S&P)
Initial Compliance Grade (S&P)
Final Overall Grade (DBRS/Morningstar)
Final Credit Grade (DBRS/Morningstar)
Final Property Grade (DBRS/Morningstar)
Final Compliance Grade (DBRS/Morningstar)
Final Overall Grade (Fitch)
Final Credit Grade (Fitch)
Final Property Grade (Fitch)
Final Compliance Grade (Fitch)
Final Overall Grade (Kroll)
Final Credit Grade (Kroll)
Final Property Grade (Kroll)
Final Compliance Grade (Kroll)
Final Overall Grade (Moodys)
Final Credit Grade (Moodys)
Final Property Grade (Moodys)
Final Compliance Grade (Moodys)
Final Overall Grade (S&P)
Final Credit Grade (S&P)
Final Property Grade (S&P)
Final Compliance Grade (S&P)
RATE202630280
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/11/2026
Resolved
FCRE5774
Credit
Borrower 1 Credit Report is Incomplete
Borrower 1 Credit Report is Partially Present. Missing supporting documentation for the PITIA payment of XXX for the property at XXX. Please provide evidence of the new monthly payment of XXX for the property at XXX.
property was refinanced. Final PITI came in lower than expected.
06/18/2026
Lender provided the final signed CD for XXX. Property was refinanced. Final PITI came in lower than expected. Condition cleared. ; Borrower 1 Credit Report is not partially present.
06/19/2026
Original LTV is Below the Guideline Maximum - Calculated LTV of XX.XX% is less than Guideline LTV of 75% Calculated LTV of XX.XX% is less than Guideline LTV of 75% | Original CLTV is Below the Guideline Maximum - Calculated CLTV of XX.XX% is less than Guideline CLTV of 75% Calculated CLTV of XX.XX% is less than Guideline CLTV of 75% | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% Calculated DTI of XXX% is less than Guideline DTI of XXX% | Borrower has stable job time - Borrower has XXX years on job. Borrower has XXX years on job.
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630280
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/11/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply. Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared; HMDA Data Tape Provided.
06/15/2026
Original LTV is Below the Guideline Maximum - Calculated LTV of XX.XX% is less than Guideline LTV of 75% Calculated LTV of XX.XX% is less than Guideline LTV of 75% | Original CLTV is Below the Guideline Maximum - Calculated CLTV of XX.XX% is less than Guideline CLTV of 75% Calculated CLTV of XX.XX% is less than Guideline CLTV of 75% | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% Calculated DTI of XXX% is less than Guideline DTI of XXX% | Borrower has stable job time - Borrower has XXX years on job. Borrower has XXX years on job.
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630281
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/12/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared; HMDA Data Tape Provided.
06/17/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% | Borrower has stable job time - Borrower has XXX years on job.
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630282
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/17/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared; HMDA Data Tape Provided.
06/22/2026
Borrower has stable job time - Borrower has XXX years on job. | Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX%
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630283
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/18/2026
Resolved
FCRE1491
Credit
Asset Qualification Does Not Meet Guideline Requirements
Asset Qualification Does Not Meet Guideline Requirements. Lender to provide source of XXX to escrow of XXX and XXX Lender also to provide source of additional deposit to escrow in the amount of XXX were provided. Additional conditions may apply.
XXX
06/22/2026
Lender provided the source of the gift funds to escrow of XXX and XXX and the source of additional deposit to escrow in the amount of XXX Condition cleared. ; Asset Qualification Meets Guideline Requirements.
06/23/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Borrower has stable job time - Borrower has XXX years on job. | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX%
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630283
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/18/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared; HMDA Data Tape Provided.
06/22/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Borrower has stable job time - Borrower has XXX years on job. | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX%
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630284
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/19/2026
Resolved
FVAL9739
Property
Property/Appraisal General
Property/Appraisal guideline violation: Missing CDA. Please provide CDA.
Please see CDA attached
06/26/2026
CDA provided within tolerance. Condition cleared.
06/29/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% Calculated DTI of XXX% is less than Guideline DTI of XXX% | Borrower has stable job time - Borrower has XXX years on job. Borrower has XXX years on job.
C
A
C
A
C
A
C
A
A
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630284
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/19/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply. Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA review completed, no Level XXX findings noted, condition cleared.; HMDA Data Tape Provided.
06/24/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% Calculated DTI of XXX% is less than Guideline DTI of XXX% | Borrower has stable job time - Borrower has XXX years on job. Borrower has XXX years on job.
C
A
C
A
C
A
C
A
A
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630285
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/23/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply. Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared; HMDA Data Tape Provided.
06/29/2026
Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% Calculated DTI of XXX% is less than Guideline DTI of XXX% | Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630286
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/23/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared; HMDA Data Tape Provided.
06/29/2026
Borrower has stable job time - Borrower has XXX years on job. | Original LTV is Below the Guideline Maximum - Calculated LTV of XX.XX% is less than Guideline LTV of 80% | Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Original CLTV is Below the Guideline Maximum - Calculated CLTV of XX.XX% is less than Guideline CLTV of 80%
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630287
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/26/2026
Cured
finding-3634
Compliance
Charges That Cannot Increase Test
This loan failed the charges that cannot increase test. (12 CFR §1026.19(e)(3)(i))The loan contains charges that exceed the good faith determination according to §1026.19(e)(3)(i) ne or more of the final charges exceed the comparable amount. Your total tolerance violation is $XXX lease see the Tolerance Comparison Table that displays the Charges That Cannot Increase for a comparison of the data between the provided disclosures n estimated closing cost disclosed pursuant to §1026.19(e) is in good faith if the charge paid by or imposed on the consumer does not exceed the amount originally disclosed under §1026.19(e)(1)(i). TILA 130b Cure Required.  Refund in the amount of $XXX; cure package requires a PCCD, LOE, Copy of Refund Check, and Proof of Delivery or Valid COC. The zero tolerance violation in the amount of XXX is due to increase from XXX to XXX for the Appraisal Fee on CD XX/XX/XXXX without a COC.
PCCD/LOE/Check/UPS for XXX cure
07/06/2026
Cure package provided to the borrower; exception downgraded to a 2/B; Cure package provided to the borrower; exception downgraded to a 2/B
07/07/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% | Borrower has stable job time - Borrower has XXX years on job.
C
B
C
B
C
A
A
A
C
B
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
B
A
A
B
B
A
A
B
B
A
A
B
B
A
A
B
B
A
A
B
RATE202630287
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
06/29/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared ; HMDA Data Tape Provided.
07/01/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% | Borrower has stable job time - Borrower has XXX years on job.
C
B
C
A
C
A
A
A
C
B
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
B
A
A
B
B
A
A
B
B
A
A
B
B
A
A
B
B
A
A
B
RATE202630288
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Curative
06/30/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared ; HMDA Data Tape Provided.
07/06/2026
Borrower has stable job time - Borrower has XXX years on job. | Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX%
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630289
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
07/01/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA received - no level XXX discrepancies - condition cleared ; HMDA Data Tape Provided.
07/06/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Original CLTV is Below the Guideline Maximum - Calculated CLTV of XX.XX% is less than Guideline CLTV of 75% | Original LTV is Below the Guideline Maximum - Calculated LTV of XX.XX% is less than Guideline LTV of 75% | Borrower has stable job time - Borrower has XXX years on job.
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630290
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
07/02/2026
Resolved
finding-3532
Compliance
Initial Closing Disclosure Delivery Date Test
This loan failed the initial closing disclosure delivery date test due to one of the following findings:(12 CFR §1026.19(f)(1)(ii) he initial closing disclosure delivery date is provided and the initial closing disclosure method of delivery is marked as either:"USPS First Class Mail" or "Electronic Delivery" or blank, and the initial closing disclosure delivery date is less than six business days (counting all calendar days except Sunday and specified legal public holidays) before the consummation date, or closing / settlement date if no consummation date is provided, of the transaction; or"In Person" and the initial closing disclosure delivery date is less than three business days (counting all calendar days except Sunday and specified legal public holidays) before the consummation date, or closing / settlement date if no consummation date is provided, of the transaction; orThe initial closing disclosure receipt date is provided and the initial closing disclosure receipt date is less than three business days (counting all calendar days except Sunday and specified legal public holidays) before the consummation date, or closing / settlement date if no consummation date is provided, of the transactionThe creditor shall ensure that the consumer receives the disclosures required under paragraph §1026.19(f)(1)(i) no later than three business days before consummation. Documentation required. The initial CD is missing from the loan file. The earliest CD in the file is dated XX/XX/XXXX. The violation can be cured by providing the initial CD was well as evidence showing that it was received by the consumer XXX business days prior to consummation XX/XX/XXXX
Initial CD
07/07/2026
Initial CD provided - exception resolved; Initial CD provided - exception resolved
07/08/2026
Borrower has stable job time - Borrower has XXX years on job. Borrower has XXX years on job. | Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX
C
A
C
A
C
A
A
A
C
A
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630290
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
07/02/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply. Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA review completed, no Level XXX findings noted, condition cleared. ; HMDA Data Tape Provided.
07/08/2026
Borrower has stable job time - Borrower has XXX years on job. Borrower has XXX years on job. | Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX
C
A
C
A
C
A
A
A
C
A
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
C
C
A
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630291
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
07/06/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA review completed, no Level XXX findings noted, condition cleared. ; HMDA Data Tape Provided.
07/08/2026
Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Borrower has stable job time - Borrower has XXX years on job.
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
RATE202630292
 
XXX
XXXXX
XX/XX/XXXX
$XXXXXX
XXX
QM: Safe Harbor APOR (APOR SH)
Loan Review Complete
07/08/2026
Resolved
FCRE3606
Credit
HMDA Data Tape Not Provided
Loan is pending HMDA data review. Additional conditions may apply.
   
HMDA review completed, no Level XXX findings noted, condition cleared.; HMDA Data Tape Provided.
07/13/2026
Qualifying DTI below max allowed. - Calculated DTI of XXX% is less than Guideline DTI of XXX% | Original CLTV is Below the Guideline Maximum - Calculated CLTV of XX.XX% is less than Guideline CLTV of 80% | Qualifying FICO is Greater than the Guideline Minimum - Qualifying FICO of XXX is greater than Guideline minimum FICO of XXX | Original LTV is Below the Guideline Maximum - Calculated LTV of XX.XX% is less than Guideline LTV of 80% | Borrower has stable job time - Borrower has XXX years on job.
C
A
C
A
C
A
A
A
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
C
C
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A