Client Name:
           
Client Project Name:
SEMT 2026-11_AssetCo
     
Start - End Dates:
 
4/16/2026 - 8/21/2026
     
Deal Loan Count:
 
246
       
             
Conditions Report 2.0
         
             
Loans in Report:
 
246
       
Loans with Conditions:
154
       
             
0 - Total Active Conditions
       
             
             
             
286 - Total Satisfied Conditions
       
             
     
103 - Credit Review Scope
   
       
5 - Category: Ability to Repay/Qualified Mortgage
   
       
2 - Category: Application
   
       
14 - Category: Assets
   
       
21 - Category: Credit/Mtg History
   
       
7 - Category: DTI
   
       
14 - Category: Income/Employment
   
       
8 - Category: Insurance
   
       
9 - Category: Legal Documents
   
       
18 - Category: Terms/Guidelines
   
       
5 - Category: Title
   
     
15 - Property Valuations Review Scope
   
       
13 - Category: Appraisal
   
       
1 - Category: FEMA
   
       
1 - Category: Value
   
     
168 - Compliance Review Scope
   
       
15 - Category: Ability to Repay/Qualified Mortgage
   
       
8 - Category: Compliance Manual
   
       
5 - Category: Documentation
   
       
6 - Category: Finance Charge Tolerance
   
       
9 - Category: RESPA
   
       
4 - Category: Right of Rescission
   
       
1 - Category: State Consumer Protection
   
       
120 - Category: TILA/RESPA Integrated Disclosure
   
22 - Total Waived Conditions
         
             
     
11 - Credit Review Scope
   
       
1 - Category: Assets
   
       
5 - Category: Credit/Mtg History
   
       
3 - Category: Income/Employment
   
       
2 - Category: Terms/Guidelines
   
     
2 - Property Valuations Review Scope
   
       
2 - Category: Property
   
     
9 - Compliance Review Scope
   
       
8 - Category: RESPA
   
       
1 - Category: Right of Rescission
   
             
 
 
 
 
 
©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 2026-11_AssetCo
     
Start - End Dates:
4/16/2026 - 8/21/2026
     
Deal Loan Count:
246
     
         
Conditions Report 2.0
       
         
Loans in Report:
246
     
Loans with Conditions:
154
     

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
409052595
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
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV of XXX% is below guideline max LTV 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 XXX years with current employer.
 
409053063
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
Documentation
Satisfied
C
A
C
A
CMPDOC3076
Legal document was not executed or is incomplete
No
**Replacing Exception XXX. Mortgage/Deed of Trust is missing from the File. Pending receipt of copy of fully executed mortgage.
08/05/2026 Client provided a fully executed Loan Security Agreement for Co-op.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*12= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
409053063
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
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Missing Affiliate Business Disclosure
08/10/2026 Client provided LOE stating This is a correspondent loan that xxx purchased from the originator XXX. Review of their website shows they do not have affiliated relationships.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*12= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
409053063
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
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*12= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
409053063
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
Legal Documents
Satisfied
D
A
D
A
CRDLGL2147
Cooperative Security Agreement is missing
No
Missing the executed and notarized Co-Op Security Agreement.
8.5.2026 Client provided executed and notarized copy of Loan Security Agreement
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*12= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
409053063
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
Legal Documents
Satisfied
D
A
D
A
CRDLGL2159
Cooperative State UCC Filing is missing
No
Missing the State UCC Filing for the subject transaction; filing provided is XXX not for the subject.
8.5.2026 Client provided executed and notarized copy of Loan Security Agreement, automatically satisfied when chose received copy of Loan Security Agreement
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*12= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
409053063
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
Legal Documents
Satisfied
D
A
D
A
CRDLGL2167
Cooperative County UCC Filing is missing
No
Missing the County UCC Filing for the subject transaction; filing provided is not for the subject.
8.19.2026 Client provided County UCC Filing for subject
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX*12= $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qual score; min XXX.
 
409057276
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.
 
409057368
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
CRDCRMH124
Collections, Liens, etc. not paid as required by guidelines
No
Provide documentation that the past due amount of $XXX for XXX 4 was paid as required per DU
8.12.2026 Client provided copy of XXX statement with showing no longer being past due
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves$XXX or XXX PITI.  XXX required
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV
 
409057390
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:  Borrower has XXX months of PITI available in reserves; XXX months required.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
409057401
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 mo's
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409057532
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
Right of Rescission
Satisfied
C
B
C
B
CMPROR1911
Incorrect ROR Form Used - H9 Form Used in Refinance With Different Creditor
No
Incorrect ROR Form Used - H9 Form Used in Refinance With Different Creditor. H8 Form is required, please provide.
08/13/2026 Client provided a rebuttal stating Lender acquired the originating Lender on the  Mortgages listed on title and the H9 is the correct form to use. Verified by lookup.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX,
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX > min required of $XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409057532
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
CRDINC2302
Missing Required Income Documentation
No
Missing signed business tax return for the most recent year to perform cash flow analysis. Two years personal tax returns show business income declined from 2024 to 2025 and per AUS is not eligible to be waived.
8.13.2026 Client provided 2025/2024 1120S signed dated business tax returns for B2 (including all pages) and income used for qualifying for B2 is supported, don't appear to be declining however k1 income for both years is a loss, loss increase from 2024 to 2025 however w2 income increased from 2024 to 2025. File having 2025/2024 w2's, 2025/2024 1040 Personal tax returns and now having two years business returns.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX,
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX > min required of $XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409057532
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
Legal Documents
Satisfied
D
A
D
A
CRDLGL2642
Missing proof that HELOC has been paid and closed to future draws
No
Missing authorization to close HELOC to future draws.
8.13.2026 Client provided executed by Borrower requesting closure of HELOC
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX,
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX > min required of $XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409057570
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
Appraisal
Satisfied
C
A
C
A
PRVAAPPR4789
Appraisal Deficiency
No
Page 1 of appraisal incorrectly states the Borrower is XXX XXX Mortgage, Appraiser to provide updated appraisal with correct Borrower.
8.14.2026 Client provided updated appraisal with pg 1 correcting Borrower name correctly
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 months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX+ 3 Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
409057570
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
Appraisal
Satisfied
C
A
C
A
PRVAAPPR4791
Appraisal Deficiency #2
No
Appraisal reflects Lender / Client as: XXX XXX MortgageProvide below for Transferred Appraisal, may be subject to additional conditions upon review:Guides: ' Transferred Appraisals are allowed with the following requirements: Copy of appraisers license Copy of appraisers E&O insurance declaration page AIR Certification from the appraisal management company who facilitated the order Assignment letter from previous lender Transferred appraisals must be dated less than 120 days from subject note date.'
8.14.2026 Client provided copy of Assignment letter from previous lender for transferred appraisal, still missing AIR Certification from the appraisal management company who facilitated the order (per guidelines). 8.18.2026 Client provided copy of AIR Certification
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 months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX+ 3 Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
409057599
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 XXX Late Payments > XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $ XXX or XXX PITIAGuidelines require XXX or $ XXX X 12 = $ XXX
 
409057621
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
Missing Lenders QM designation
8/11 Client provided a determination of Qm SH APOR
Satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage history 0x30xXXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
409057621
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
C
A
C
A
CRDINSR289
Insufficient Hazard Insurance Coverage
No
Provide Reconstruction Cost from Insurance company or coverage for $XXX. Current coverage $XXX
8/11 Client provided an RCE showing sufficient coverage exists
Satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage history 0x30xXXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
409057621
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
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Missing AUS/DU per 1008 and program
Client provided DUAI 3
Satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage history 0x30xXXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
409057621
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 valuation to support the original appraised value
8/11 Client provided a CDA supporting the value
Satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Mortgage history 0x30xXXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qualifying credit score XXX
 
409057639
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 months PITI reserves, the guidelines require XXX months PITI reserves.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409057668
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
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX 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.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX years XXX months at current residence.
 
409057694
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 XX exceeds guideline XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
409057708
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: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum 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.
 
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.
 
409057710
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.
 
409057711
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
Affiliate Business Disclosure is missing in file
08/05/26 Client provided an LOE from Lender with an Announcement attached dated XXX showing the sale of the affiliated title companies and the XXX would be removed from the disclosure packages. However, the announcement also states that a separate NC XXX is still required for North Carolina and would continue to be provided. Condition remains. The subject property is located in North Carolina. Provide the missing NC XXX.08/06/26 Client provided an updated announcement dated XXX showing the removal of the required NC 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:  Post closing assets $XXX / XXX PITIA, meeting min required reserves of XXX subject and XXX REO
 
409057722
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
Insurance
Satisfied
D
A
D
A
CRDINSR3278
Hazard Insurance documentation in file is incomplete
No
HOI policy in file = XXX month.Provide policy for $XXX monthly as shown on 1008.May be subject to additional conditions upon review.
8.19.2026 Client provided updated 1008 reflecting HOI premium of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX months; met.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409057722
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
CRDLGL2167
Cooperative County UCC Filing is missing
No
Provide all required UCCs, including below. May be subject to additional conditions upon review. 1. Original executed copy of the UCC Financing statement (UCC-1) bearing the stamp of the relevant filing office(s)2. Original assignment of the UCC Financing statement (UCC-1) to Fannie Mae, in a form suitable for filing (but not filed)3. Original executed copy of each intervening assignment of the UCC financing statement (UCC-3) of the co-op share loan baring the file stamp of the relevant office(s), if the assignments occurred after the share loan was originated, but before it was delivered to Fannie Mae.
8/21 Client provided executed UCC 1 and UCC 3
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX months; met.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409057722
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
Title
Satisfied
D
A
D
A
CRDTIL865
Title incomplete
No
XXX title commitment in file states:"The estate or interest in the Land at the Commitment Date is:Fee simple"and"12. According to the application submitted to the Company, the estate or interest to be insuredhereunder is a Co-Op Leasehold Estate. In order to insure title to this estate, we should be furnishedwith the following items:i. The proprietary lease and all assignments, or a memorandum thereof, in recordableform.ii. Acceptance of the assignment by the lessee, the proposed insurediii. Consent to the assignment by the lessoriv. Recordable Leasehold Mortgage"1. Provide Final Title for subject, meeting Co-Op guidelines.May be subject to additional conditions upon review.
8.19.2026 Client provided copy of Co-Op questionnaire, Balance Sheet, Budget, etc. along with Co-Op Lease
condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX months; met.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409057729
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 closing assets $XXX > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409057735
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
File is missing pre-closing verification of employment for each borrower.
7.31.2026 Client provided VVOE dated XXX for both borrowers (within 10 business days of Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
409057735
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
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
409057735
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
CRDINC2488
Verbal verification of employment missing
No
File is missing pre-closing verification of employment for each borrower.
7.31.2026 Client provided VVOE dated XXX for both borrowers (within 10 business days of Note
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
409057746
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 added Transaction fee on final CD XXX with no valid COC in file. This type of service is not a shoppable service as per SPL and fee 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.
08/11/26 Client provided an XXX PCCD and COC indicating an increased Recording Fee and moving the $XXX Transaction Fee to Section C. Condition remains. There was no shopping provider/service listed on the SPL for the "Transaction Fee" of $XXX paid to XXX. It's unclear what exactly this fee was for OR who XXX is. Lender to provide explanation, and if applicable, a new LOE and PCCD moving that fee to Section H. Subject to re-review.08/17/26 Client provided an Invoice for the $XXX fee to XXX. Fee was for labor costs to install 2 floor heat controllers. Condition remains. This is not a "Loan Cost" and does not belong in Section C of Services Borrower Did Shop For. Condition remains for an LOE to Borrower and corrected PCCD moving fee to Section H Other.08/21/26 Client provided an LOE/COC and corrected XXX PCCD moving the fee to Section H.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
409058069
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 from file, facts sheet disclosed no info and Lender's affiliate status is not included on the Affiliated Lender List.
08/17/26 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:  XXX mid score > min required of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409058069
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 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 close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409058152
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: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409058160
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 a VOR reflecting 0X30 in the last XXX(XXX) months.  If the landlord is a party to the transaction or relative of the borrower, cancelled checks or bank statements to verify satisfactory rent history is required; otherwise, if not related or a party to the transaction a satisfactory VOR can be provided.
8.12.2026 Client provided credit supplement verifying current housing rental payment history for most recent XXX months, satisfactory payment history.
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX months of PITI available in reserves; XXX months required.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
409058161
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.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years at present job.
 
409058182
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.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
409058205
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has been with current employer XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409058215
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
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
LE XXX is the only LE in file. Per XXX doc in file, initial LE was issued on XXX and final/ last LE on XXX. Both disclosures, with COC, are missing. Condition is pending receiving disclosures for further testing. Additional exceptions may apply.
08/14/2026 Client provided missing Initial LE XXX with disclosure tracking and missing last LE XXX with COC for Appraisal fee changes.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% below guideline requirement
 
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, XXX
 
409058215
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
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% below guideline requirement
 
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, XXX
 
409058215
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
XXX Tolerance in the amount of $XXX due to added Inspection fee $XXX and increased Appraisal fee by $XXX on initial 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.
0814/2026 Client provided COC XXX reflecting appraisal increase due to complexity (XXX). Retesting results in tolerance of $XXX for inspection fee. Provide a COC reflecting a valid reason for the fee addition or PCCD with additional cure, copy of cure check, LOE to Borrower and evidence of delivery via tracking.  08/19/2026 Client provided COC XXX reflecting Inspection fee due to Appraisal subject to repairs requiring Inspection, missing 2nd XXX CD and tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% below guideline requirement
 
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, XXX
 
409058215
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
Missing LP AUS Per 1008 LP and LCA score XXX used to support value
8.14.2026 Client provided LP AUS Submission #XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% below guideline requirement
 
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, XXX
 
409058219
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
As per the XXX disclosure in file, initial LE was issued on XXX.  LE is missing.
08/20/26 Client provided the XXX LE and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
409058223
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
A
A
D
A
D
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 sufficient documentation supporting XXX REO, on XXX's Drive report, being excluded from DTI calc. May be subject to additional conditions upon review.
8/3 Client provided a fraud repost showing Borrower does not own XXX
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:  B1 at job since XXX
 
409058223
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
A
A
D
A
D
A
C
A
A
A
Credit
Income/Employment
Satisfied
D
A
D
A
CRDINC3204
Income Documentation Missing
No
Annual bonus declined >XXX% from 2025 to 2026. Per guidelines, please provide the following. May be subject to additional conditions upon review.'In all cases, the decline in income must be analyzed to determine if the rate of decline would have a negative impact on the continuance of income and the borrowers ability to repay.The employer or the borrower should provide an explanation for the decline and the underwriter should provide a written justification for including the declining income in qualifying.'
8/3 Client provided an LOX that that due to fiscal year changes the bonus was prorated, upon review bonus calculation is supported
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:  B1 at job since XXX
 
409058223
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
A
A
D
A
D
A
C
A
A
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR4789
Appraisal Deficiency
No
Per appraisal : Estimated remaining effective life is XXX years on page 11 but estimated life on cost approach is XXX years.Subject loan term is XXX years.
8.17.2026 Client provided updated appraisal w/appraiser commenting on requested items
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:  B1 at job since XXX
 
409058241
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%; max XXX%.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%; max XXX%.
 
409058250
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
File is missing verification of the final loan terms for bridge loan attached to XXX, verifying monthly payment of $XXX and supporting $XXXX proceeds.
8/5 Client provided the HELOC agreement with terms
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 XXX + OREO PITIA $XXX x XXX).
 
409058250
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
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing
07/30/2026 Client provided an approved exception request for missing Affiliate Business Disclosure.
Initial and Final Grade 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:  $XXX Verified reserves > program requirement of $XXX (Subject PITIA $XXX x XXX + OREO PITIA $XXX x XXX).
 
409058250
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
0% tolerance in the amount of $XXX due to added CDA fee 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
08/07/26 Client provided an XXX PCCD, LOE, refund check and tracking (shipment confirmed).
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 XXX + OREO PITIA $XXX x XXX).
 
409058250
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
DTI
Satisfied
D
A
D
A
CRDDTI2540
Missing verification of some or all components of non-subject PITI
No
File is missing verification of the final loan terms for bridge loan attached to XXX, verifying monthly payment of $XXX and supporting $XXX proceeds.
8/5 Client provided HELOC agreement with terms and supporting payment calc
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 XXX + OREO PITIA $XXX x XXX).
 
409058259
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
Compliance Manual
Satisfied
A
A
A
A
CMPMAN4641
TILA -Loan secured by investment property, cannot determine if TILA is applicable b/c cannot verify if primary use of funds was personal or business
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
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% is below lender's guide line maximum of XXX%.
 
409058259
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
Missing Affiliate Business Disclosure
08/19/26 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:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% is below lender's guide line maximum of XXX%.
 
409058274
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 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 PITIA > min required of $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
409058274
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
Inspection Fee $ XXX was added to revised LE XXX section B. COC issued XXX does not list amount of fee increase or any details as to why fee was added. 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.
08/12/26 Client provided duplicate copies of the LEs. Condition remains. The Appraisal was made "subject to repairs" with a XXX Effective Date and XXX Signature/Report Date. Using the XXX date, disclosure of the Inspection Fee on XXX does not meet the XXX timing rule for re-disclosure. Provide evidence of exactly when the Seller received the Appraisal report. Subject to re-review.08/13/2026 Client provided COC with date of change XXX reflecting Added final inspection, and supported by the subject to appraisal.
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 / XXX PITIA > min required of $XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX mortgage payment history 0x30.
 
409058275
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: Post close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves and XXX  months PITIA for one financed REO
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years same line of work
 
409058276
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 added CDA fee 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.
07/20/26 Client provided a duplicate copy of the XXX LE. Condition remains. The XXX COC in file does not provide a valid reason/explanation for why the $XXX CDA fee was added (reduced to $XXX at closing). Provide valid change documentation from XXX for review, OR provide borrower with a $XXX refund, PCCD with cure, LOE and proof of delivery that includes tracking.07/30/2026 Client provided PCCD XXX with Principle Reduction listed on Payoffs and payments and a receipt for the cure amount as a loan payment.  Condition remains, provide a copy of the Loan Transaction History showing the payment applied to principle on Borrower's loan and the full loan # for verification. 08/05/2026 Client provided a copy of Loan History reflecting the $XXX principle payment applied.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% is below lender's guide line maximum of XXX%.
 
409058279
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 mid score > min required of XXX
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX years at present job
 
409058287
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 PITI reserves, the guidelines require XXX PITI reserves.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409058297
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
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
409058299
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)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXXin verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
409058299
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
C
A
C
A
CRDAST3036
Assets reflect unsourced deposits
No
Missing documentation for the large deposit into XXX XXX on XXX in the amount of $XXX.
8/20 Client provided LOX that the deposit was a transfer from XXX via XXX
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXXin verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
409058299
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 months of the XXX #XXX statements supporting a $XXX balance.
8/20 Client provided XXX statements with sufficient funds
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXXin verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum XXX.
 
409058305
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: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX, Per the guidelines the required post close assets are $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409058327
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:  Good mortgage history 0x30x62
 
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
 
409058328
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
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT106
Finance charge understated by more than $100 (Pmt Stream)
No
Finance charge understated by $XXX. Condition is pending receiving cure via refund of the amount of the under-disclosure, LOX, corrected PCCD reflecting cure.
08/12/26 Client provided an XXX PCCD with cure, $XXX refund check and shipping label (tracking confirms package In-Transit). Condition remains for the LOE to borrower.08/14/26 Client provided the missing LOE.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; max XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min XXX.
 
409058328
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
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 understated by $XXX. Condition is pending receiving cure via refund of the amount of the under-disclosure, LOX, corrected PCCD reflecting cure.
08/12/26 Client provided an XXX PCCD with cure, $XXX refund check and shipping label (tracking confirms package In-Transit). Condition remains for the LOE to borrower.08/14/26 Client provided the missing LOE.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; max XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min XXX.
 
409058328
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
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI; max XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min XXX.
 
409058328
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
Assets
Satisfied
C
A
C
A
CRDAST205
Insufficient Funds to Close
No
Missing documentation verifying bridge loan in the amount of $XXX. Loan file contains purchase agreement for departing residence and no contingency financing. In the absence of the bridge funds, borrower is short to close and reserves (XXX).
8.11.2026 Client provided executed copy of Bridge loan Note in the amount of $XXX with monthly payment of $XXX and provided copy of CD from Bridge loan transaction with Borrower receiving funds of $XXX; sufficient funds to close verified.
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; max XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min XXX.
 
409058328
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
Assets
Satisfied
C
A
C
A
CRDAST3078
Insufficient # of months cash reserves for PITI per guideline requirements
No
Missing documentation verifying bridge loan in the amount of $XXX. Loan file contains purchase agreement for departing residence and no contingency financing. In the absence of the bridge funds, borrower is short to close and reserves (XXX).
8.11.2026 Client provided executed copy of Bridge loan Note in the amount of $XXX with monthly payment of $XXX and provided copy of CD from Bridge loan transaction with Borrower receiving funds of $XXX; verified reserves are XXX, however appears Lender is not including this Bridge loan payment in DTI or DTI would be XXX%; condition remains for all applicable documentation supporting omission of departure home Bridge loan payment of $XXX8/13 Client provided an Email that the Bridge loan payments do not need to be included in the DTI due to Balloon payment due in XXX; On review GLs require the payment included in the qualifying DTI bridge loans are considered contingent liabilities which must be included in qualifying ratios; Condition remains payment must be included,  DTi updated to XXX, Provide a revised AUS approval  with corrected 1003/1008 including bridge loan payment $XXX8/18 Client provided revised AUS 1003/1008  including payments and adding additional Bonus income; However DD DTI revised to XXX and AUS approval is XXX; Provide a corrected AUS 1003/1008 with DTI XXX8/18 Client provided WVOe using base of $XXX DTI updated to XXX8/19 Client asked for a review; on review REO income adjusted DTI updated to XXX
Satisfied
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; max XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min XXX.
 
409058341
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 a revised Loan Estimate was provided to borrowers on XXX. Missing LE from file, please provide along with any COC and tracking information if applicable.
08/18/26 Client provided the XXX LE package.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409058341
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 Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one lien free REO
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409058344
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
CRDINC3204
Income Documentation Missing
No
Missing income calculation worksheet for B2 XXX income.
08/01/2026 Client approved waiver for missing XXX income analysis (If DD firm can complete income calculation without it)
Final grade of B
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV of XXX% is below guideline max LTV 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:  Guideline minimum credit score is XXX, qualifying score XXX.
 
409058345
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 XXXmonths
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
409058348
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
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI 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:  Co-borrower has been XXX with current business since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is 125 points above the minimum required score of XXX.
 
409058348
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
Appraisal fee increased from initial LE XXX $XXX to final LE XXX6 $XXX. COC issued XXX does not list amount fee increase or sufficient details as to why fee increased. Cure provided on final & Post CD of $XXX for Credit Report increase insufficient to satisfy condition. Condition pending receipt detailed COC with fee increase validated or additional Post CD reflecting lenders cure, LOX, Total Refund of $XXX w/ Proof of Delivery.
08/06/26 Client provided a rebuttal from the Lender stating they received the invoice/notification on XXX at 2:53pm that the appraisal charge was $XXX (Appraisal is jumbo over XXX). Screenshot provided dated XXX shows a confirmed fee of $XXX, however there is not a valid reason/explanation listed on this screenshot. In addition, the COC in file indicates a Rush fee was added. If the increase included a Rush addition, confirmation of borrower's request to Rush the order is required. Provide valid change documentation/explanations for review, OR provide borrower with a $XXX refund, PCCD with cure, LOE and proof of delivery with tracking.08/21/2026 Client provided PCCD XXX with cure, copy of cure check, LOE and in transit shipping label.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI 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:  Co-borrower has been XXX with current business since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is 125 points above the minimum required score of XXX.
 
409058348
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
File is missing signed personal and business tax returns for the co-borrower.  Tax returns provided in the file are not signed.  IRS tax transcripts may be provided in lieu of the signed returns.
8.5.2026 Client provided signed dated signature pg of XXX 1120S and 1040 for B2
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI 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:  Co-borrower has been XXX with current business since XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is 125 points above the minimum required score of XXX.
 
409058376
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: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX years at present job
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1736: Significant time at current residence
- XXX Comments:  XXX years at primary residence
 
409058378
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
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
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.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX housing payment history 0x30.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409058381
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
Initial 1003 application issued XXX, earliest LE in file is dated XXX. Condition is pending receiving LE disclosed to borrower within XXX of application.
08/14/26 Client provided a response from the Seller confirming the office was closed for the XXX XXX (XXX) and the weekend. XXX timing was met.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co Borrower at current employment XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV  XXX%
 
409058400
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
CRDTIL875
Title Does Not Agree With Mortgage
No
Missing updated title evidence reflecting a loan amount of $XXX.
8.18.2026 Client provided updated Title Commitment with proposed amount of insurance $XXX
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 reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX mo. 0x30 mortgage payment history; 0x30xXXX required.
 
409058406
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: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409058407
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
C
A
B
A
C
A
C
A
C
A
B
A
Compliance
State Consumer Protection
Satisfied
B
A
B
A
CMPSTCP1770
OH CSPA; Required Closing Disclosure not provided to borrower
No
Required OH State Closing Disclosure missing from the File, Please Provide Executed Disclosure.
08/14/26 Client provided the signed OH Closing Disclosure.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one financed REO
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409058407
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
C
A
B
A
C
A
C
A
C
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
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)
(No Data)
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one financed REO
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409058407
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
C
A
B
A
C
A
C
A
C
A
B
A
Credit
Terms/Guidelines
Satisfied
C
A
C
A
CRDTER3122
Loan documents do not meet guideline requirements
No
B2 is Non Occupant Borrower.1. Per Lender comments, page 362 combined file: 'Per the purchase contract, the borrower will occupy the subject property 2 months after the closing date'. Please provide. 2.  B2 LOE re: Occupancy, page 303 and 456, is not executed. Please provide.May be subject to additional conditions upon review.
8.14.2026 Client provided updated appraisal however nothing pertaining to this condition was provided. Initial condition remains 8/19 Client provided executed occupancy letter
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one financed REO
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409058407
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
A
C
A
C
A
B
A
C
A
C
A
C
A
B
A
Property Valuations
Appraisal
Satisfied
C
A
C
A
PRVAAPPR4789
Appraisal Deficiency
No
Subject is in XXX Ohio.Appraiser to address why 4 of 5 comps used are in XXX Ohio, and why additional XXX Ohio comps were not used. May be subject to additional conditions upon review.
8.14.2026 Client provided updated appraisal with appraiser commenting on requested items
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXXCash Reserves$XXXExceeds requirement for subject and one financed REO
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
409058416
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 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
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX ; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITIA > min required of $XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409058416
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
CRDTER4435
Missing Condo/Co-op Certificate/Questionnaire
No
Missing Full Lender review. Per AUS project requires Lender Full Review process with CPM. Loan file contains limited review and CPM printout that is not certified by lender or approved by Fannie Mae.
8/18 Client provided the Condo approval
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX ; min XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITIA > min required of $XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409058417
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Final CD XXX in file is not signed/ acknowledged by borrowers at closing on XXX. Pending receiving a copy of executed final CD.
08/13/26 Client provided an Email response from the Seller stating: This was a Hybrid closing. An Electronically signed Final CD dated prior to closing should be acceptable. Upon re-review, file contains the e-signed XXX CD which matches the un-signed XXX Final CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
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.
 
409058417
XXXXXX
XXXXXX
QM: Safe Harbor
QM: Safe Harbor (APOR)
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
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 ninety (90) days of closing on subject transaction. Required in order to excluded PITI of departure residence from ratios.
8.11.2026 Client provided Borrower LOX stating intent to list departure home for sale within 90 days of subject closing.
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
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.
 
409058425
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409058425
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
Insurance
Satisfied
D
A
D
A
CRDINSR3278
Hazard Insurance documentation in file is incomplete
No
File is missing the subject property XXX cert with $XXX annual premium, per final CD.
8.14.2026 Client provided subject HOI policy effective XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409058435
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409058439
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITIA 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 660.
 
409058442
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
XXX% tolerance in the amount of $XXX due to Verification fee increase on a revised CD XXX with no valid reasons documented on COC XXX. Verification fee was originally added on LE XXX, COC XXX is not explaining as to why fee had to be increased. 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.
08/06/26 Client provided duplicate copies of the XXX, XXX and XXX COCs. Condition remains. The Verification Fee was initially added on XXX (3rd party service required for the employment verification). However, this fee was increased on XXX and the same reason was applied on the COC (3rd party service required for the employment verification). Provide additional explanation for why the same fee was increased, using the same reason previously provided. Subject to re-review.08/13/26 Client provided an XXX PCCD, LOE, refund check and tracking (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
409058442
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
Assets
Satisfied
C
A
C
A
CRDAST3078
Insufficient # of months cash reserves for PITI per guideline requirements
No
No asset documentation in file; reserves of XXX PITI or $XXX required.
8.6.2026 Client provided 401k statement (XXX) with terms, verified reserves XXX.
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
409058442
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
Assets
Satisfied
D
A
D
A
CRDAST2304
Unverified Assets
No
No asset documentation in file; reserves of XXX PITI or $XXX required.
8.6.2026 Client provided 401k statement (XXX) with terms supporting XXX requested reserves (verified XXX)
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
409058444
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
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX or 2XXX PITI reserves, the guidelines require XXX PITI reserves.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409058444
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
Credit/Mtg History
Waived
B
B
B
B
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
     Missing evidence from the homeowners of the respective borrowers' primary residences that they were living rent free prior to this purchase transaction.
8/14 Client provided evidence from file that Borrowers current residences are owned by their parents; Condition remains for rent free letters signed by the homeowners for each Borrower per GLs8/17 Client provided an approved exception to allow the file without the signed rent free letter
XXX final grade is B
(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 close assets are $XXX or 2XXX PITI reserves, the guidelines require XXX PITI reserves.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409058445
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 PITI
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
409058448
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
Client is using XXX income to qualify; Provide XXX moving avg of stock price and Current stock price at time of close
8.14.2026 Client provided duplicate (in file pg 516) stock price  however still missing XXX moving day stock price for calculation of XXX income. Condition remains for XXX moving stock price. 8.19.2026 Client provided provided XXX Moving average price of $XXX (similar to the amount used for continuance calculation for B1
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX > reserve requirement $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX housing payment history 0x30.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX with same employer.
 
409058743
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
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. Condition is pending receiving final ALTA statement with Disbursement date, corrected Disbursement date on PCD, LOE and proof of shipping.
08/13/26 Client provided an XXX PCCD and Final Settlement Statement confirming Disbursement on XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is below guideline maximum of XXX%
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
409058743
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
CMPTRID4579
TRID - CD: Missing Initial CD
No
Provide a missing copy of initial CD dated on XXX as per the mavent.
08/13/26 Client provided the missing XXX Initial CD.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is below guideline maximum of XXX%
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
409058743
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
CRDLGL988
Loan File is Missing or Contains Insufficient Documentation for Basic Review
No
Borrower provided a LOE stating there is a new auto debt with XXX for $XXX with a balance of $XXX. Provide a copy of the XXX auto statement to verify this amount. Client added debt to DTI. May require additional conditions upon review.
8.12.2026 Client provided preclosing monitoring report verifying new debt name: USAA and payment $XXX and balance of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is below guideline maximum of XXX%
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
409058748
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 over XXX years at current job.
 
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.
 
409058751
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
B
A
B
A
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Credit report shows XXX months reviewed for prior mortgage.  File is missing a credit supplement, VOM(s), or other documentation verifying full XXX months mortgage payment history from prior mortgage(s).
8.5.2026 Client provided VOM from prior VOM originated XXX- XXX (satisfactory payment history) and current mtg on credit report covering XXX - current.
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
409058751
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
3rd party fraud report indicates borrower may own another property as of XXXlocated at XXX, XX.  File is missing documentation verifying borrower no longer owns this property.  If property is still owned, then verification of the full PITI(A) and XXX months mortgage payment history will be required.
8.5.2026 Client provided copy of property detail report showing was sold by our borrower to new owner however missing history of when was sold from our borrower, last mortgage is showing in our borrower name and sale from borrower to new owner, sale info is blank.  Condition remains to verify when our borrower sold this property. 8/20 Client asked for a review on review Borrower no  longer owns property; although transfer date is not provided the property report is sufficient to show REO has been sold
Satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
409058751
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
It appears borrower works for family.  Prior XXX years IRS tax transcripts are required.
8.5.2026 Client provided 2024/2023 1040 Transcripts with copy of 2025 extension in file
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
409058769
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 = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
409058787
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
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 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.
08/06/26 Client provided a XXX PCCD package reflecting the updated values from funding (Final Settlement Statement in file). Disbursement Date corrected to 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.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
409058787
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 not provided. Missing Initial CD.
08/06/26 Client provided the missing XXX Initial LE.
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.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
409058789
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
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: LTV below guideline requirements
- XXX Comments:  LTV XXX%
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
409058789
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
Appraisal
Satisfied
C
A
C
A
PRVAAPPR4789
Appraisal Deficiency
No
Location map, page 194 combined file, reflects incorrect properties - does not reflect subject or comps. Appraiser to provide correct Location map. May be subject to additional conditions upon review.
8.14.2026 Client provided updated appraisal with location map corrections reflecting subject and comparable used in appraisal
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
409058790
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 credit score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrower has XXX months 0x30 on current mortgage
 
409058797
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
B
B
D
B
D
A
D
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
Regulation Z designates the H9 rescission form as the form designed for same lender refinance transactions; for this loan the lender is using the H8 form.  Regulation Z has language allowing the use of a substantially similar notice.  XXXs view has been that an H8 protects the lender and assignee to at least the same extent as an H9, but XXX recognized that one could think that the mere existence of the H9 takes away the substantially similar notice argument.  The majority of U.S. Circuit Courts that have opined on the issue have upheld the use of an H8 in a same-lender refinance; therefore, XXX grades the use of an H8 form in a same-lender refinance as a level B condition.
Client provided an approved exception for the incorrect ROR form used.
Initial & Final Grade B.
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  mortgage history 0x30xXXX
 
409058797
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
B
B
D
B
D
A
D
A
B
B
Credit
Terms/Guidelines
Satisfied
D
A
D
A
CRDTER2548
Missing AUS or AUS errors present
No
Provide updated AUS findings due to > XXX% DTI difference; may be subject to additional conditions upon review. XXX DTI: XXX%LPA AUS DTI: XXX%
7/29 Client provided evidence XXX commitment has ended DTI recalculated
Satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  mortgage history 0x30xXXX
 
409058797
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
D
A
D
A
B
B
D
B
D
A
D
A
B
B
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
1. Appraisal and CDA in file for XXX $XXX2. Appraisal in file for XXX $XXXBoth of above are by the same appraiser.PC CD shows two of: 'Appraisal Field Review Fee to XXX $XXX'Provide second missing CDA. May be subject to additional conditions upon review.
8.4.2026 Client provided 2nd CDA with value of $XXX and all documentation in file is using $XXX as the value which is the prior Sales Price (purchased XXX pg 224)
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  mortgage history 0x30xXXX
 
409058807
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
409058837
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 credit score exceed guideline minimum of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves of $XXX exceed guideline requirement of $XXX for subject PITI $XXX x XXX + REO: $XXX x XXX.
 
409058848
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 Fee of $XXX due to Appraisal fee increased from $XXX to $XXX on LE XXX with no valid 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
08/11/26 Client provided the missing XXX COC validating the fee increase.
Condition Satisfied.
(No Data)
Not Applicable
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.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITIA > min required of $XXX.
 
409058861
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:  Qualifying credit score XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
409058868
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 CD
(No Data)
Exception Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Good mortgage history 0x30xXXX
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower at current employment XXX years
 
409058868
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
1008 states manual underwrite, however loan was submitted as XXX AUS, File is missing AUS used to qualify.
8.11.2026 Client provided DU A/E submission #4
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Good mortgage history 0x30xXXX
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co borrower at current employment XXX years
 
409058872
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
Affiliate Business Disclosure missing.
08/12/26 Client provided a signed LOE from Lender certifying that they do not have any business relationship with any settlement service providers or any other third party entities in the loan transaction.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; XXX% max allowed.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years, XXX months at current job.
 
409058876
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.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
409058885
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 Self Employed borrowers
No
Provide YTD PL for XXX XXX signed by preparer
8.14.2026 Client provided YTD July 6, 2026 P/L for requested business (XX.XX% ownership)
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been self employed with the same business for XXX years
 
409058897
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
 
409058903
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 = $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.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with the same employer for XXX years.
 
409058908
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
C
A
D
A
A
A
D
A
C
A
D
A
A
A
Credit
Assets
Satisfied
C
A
C
A
CRDAST206
Asset Amounts Are Unsupported by Documentation in File
No
File missing most recent bank statements.
7.27.2026 Client provided duplicate (in file) two months XXX IRA #XXX with balance of $XXX as of XXX however appears assets from 2025 is being used for transaction (Note date XXX) and file having/using mixture of Year 2025 and 2026 assets.  Condition remains 8/5 Client asked for a review; on review sufficient 2025  Assets verified at time of close
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX. Max DTI allowed XXX%.
 
409058908
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
C
A
D
A
A
A
D
A
C
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR275
Completed "Subject To" w/o Completion Cert in File
No
The 1004D completion cert is missing.
7.27.2026 Client provided some appraisal documents and a post close dated XXX appraisal with value of $XXX with Note date XXX; initial condition remains missing 1004D from subject transaction. 7.28.2026 Client provided Lender LOX stating, The new appraisal at the end of construction was completed in lieu of the 1004D showing that the build is complete. The original appraisal was before construction started. Response, updated appraisal dated XXX in lieu of 1004D is also completed by initial appraiser
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX. Max DTI allowed XXX%.
 
409058908
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
C
A
D
A
A
A
D
A
C
A
D
A
A
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing CDA supporting $XXX appraisal value due to LCA no score.
7.27.2026 Client provided 3rd party CDA valuation supporting appraised value within XXX% tolerance (actual XXX% variance)Note: CDA is based on origination appraisal dated XXX (Note date XXX), file also having a post close appraisal dated XXX w/value of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX. Max DTI allowed XXX%.
 
409058908
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
C
A
D
A
A
A
D
A
C
A
D
A
A
A
Property Valuations
FEMA
Satisfied
C
A
C
A
PRVAFEMA858
Natural Disaster Area, no subsequent inspection  (Individual & Public)
No
Appraisal date XXX prior to FEMA. Declaration date XXX declaration #XXX.
7.27.2026 Client provided a post close appraisal dated XXX with no damages (last disaster dated XXX)
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX. Max DTI allowed XXX%.
 
409058928
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
B
A
B
A
CMPDOC2862
TILA - Loan Originator information missing from Mortgage.
No
Missing page 14 of Mortgage.
08/19/26 Client provided all pages of the fully executed DOT.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has XXX years with current employer.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
409058928
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
CMPDOC806
Notary Status is missing
No
Mortgage Notary Acknowledgment section is incomplete, as scanned page 14 of Mortgage is not readable. Condition is pending receiving a copy of complete and executed Mortgage.
08/19/26 Client provided all pages of the fully executed DOT.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has XXX years with current employer.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
409058928
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
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has XXX years with current employer.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
409058963
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 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 stable employment with XXX years at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409058981
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
Credit
Insurance
Satisfied
A
A
A
A
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
Hazard Insurance Policy effective date XXX; disbursement date XXX.
(No Data)
(No Data)
Not Applicable
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.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
409058982
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
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Final CD:XXX is missing pages 2-5. Condition pending receipt of complete copy of disclosure.
08/17/26 Client provided a copy of the Final XXX CD that includes the missing pages.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX% is below guideline max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline min XXX.
 
409058982
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
Finance Charge Tolerance
Satisfied
C
A
C
A
CMPFINT106
Finance charge understated by more than $100 (Pmt Stream)
No
Finance charge understated by $XXX. Condition is pending receiving cure via refund of the amount of the under-disclosure, LOX, corrected PCCD reflecting cure, Reopen rescission to all title holders and proof of delivery with tracking shipment.
08/17/26 Client provided a copy of the Final XXX CD that includes the missing pages. Re-testing results in no violation.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX% is below guideline max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline min XXX.
 
409058982
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
Finance Charge Tolerance
Satisfied
C
A
C
A
CMPFINT4372
TILA/TRID-Disclosed Amount Financed is higher than XXX's calculated Amount Financed
No
Finance charge understated by $XXX. Condition is pending receiving cure via refund of the amount of the under-disclosure, LOX, corrected PCCD reflecting cure, Reopen rescission to all title holders and proof of delivery with tracking shipment.
08/17/26 Client provided a copy of the Final XXX CD that includes the missing pages. Re-testing results in no violation.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX% is below guideline max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline min XXX.
 
409058982
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
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH1805
Debts/obligations not disclosed/accounted for at origination
No
Missing documentation to support the XXX#XXX account with a monthly payment $XXX
8.18.2026 Client provided some documents (Final CD) however nothing provided for this condition. Condition remains8.20.2026 Client provided updated 1003 removing XXX debt from liabilities (previously was showing $XXX and balance of $XXX) and with review of credit report (pg 362) it appears there was a XXX#XXX having a prior balance of $XXX and payment $XXX. (now $XXX)
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX% is below guideline max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline min XXX.
 
409059006
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
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 Note for new 2nd mortgage on XXX verifying $XXX/month.
8.20.2026 Client provided executed CD from HELOC on departure home along with copy of Bridge Note (XXX month HELOC) with borrower receiving funds of $XXX  and payment used of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Good mortgage history 0x30xXXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Both borrowers at current employment XXX years
 
409059006
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
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
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Good mortgage history 0x30xXXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Both borrowers at current employment XXX years
 
409059006
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
Assets
Satisfied
B
A
B
A
CRDAST2354
Asset Verification In File is Incomplete Per Requirements
No
Missing final CD fully executed, or final settlement statement for cash out HELOC $XXX (XXX), or bank statements to support where funds were deposited into borrowers account, and new note for HELOC with $XXX/month payment.
8.20.2026 Client provided executed CD from HELOC on departure home along with copy of Bridge Note (XXX month HELOC) with borrower receiving funds of $XXX and payment used of $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Good mortgage history 0x30xXXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Both borrowers at current employment XXX years
 
409059009
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 effective, $XXX to close, $XXX reserves; $XXX x XXX =$XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
409059012
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has XXX months of PITIA 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.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX with current business since XXX
 
409059013
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 of 0x30 on current mortgage
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV
 
409059015
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409059023
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
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
 
409059030
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
D
A
D
B
D
A
C
B
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Earliest LE in file is dated XXX per XXX initial LE is XXX. Missing LE in file, please provide along with any COC and tracking information if applicable.
08/03/26 Client provided the XXX LE and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has $XXX available in reserves; $XXX in reserves required.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
409059030
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
D
A
D
B
D
A
C
B
D
A
Credit
Assets
Satisfied
D
A
D
A
CRDAST2670
Asset documentation is insufficient per guideline requirements
No
File is missing evidence the new HELOC proceeds from the departing residence have been transferred to the borrower or to the closing agent for the subject loan closing.
8.5.2026 Client provided copy of wire closing funds of $XXX to title company (HELOC funds)
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has $XXX available in reserves; $XXX in reserves required.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
409059030
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
D
A
C
A
D
A
D
B
D
A
C
B
D
A
Property Valuations
Value
Satisfied
C
A
C
B
PRVAVALU5249
Property Value Not Supported
No
CDA value of $XXX is XXX% below the appraised value of $XXX which exceeds the allowable XXX% tolerance.  A XXX BPO or Consolidated Analytics BPO (Broker Price Opinion) and a XXX Value Reconciliation or a Consolidated Analytics Value Reconciliation of three reports is required.  The Value Reconciliation will be used for the appraised value of the property.  BPO and Value Reconciliation must be ordered through XXX or Consolidated Analytics.  Or, a field review or 2nd full appraisal may be provided.  The lower of the two values will be used.
8.20.2026 Client provide Field Review with value being supported
Condition satisfied
Not Applicable
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrower has $XXX available in reserves; $XXX in reserves required.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
409059032
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:  B2 has XXX years in profession.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; XXX% max allowed.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV; XXX% max allowed.
 
409059039
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX; required reserves $XXX.
 
409059055
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)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
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.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
409059056
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
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
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059056
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 Recording fee increased from $XXX to $XXX on initial CD XXX with no valid reasons documented on COC XXX. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund
08/12/26 Client provided an XXX PCCD, LOE, refund check and tracking (shipment confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059058
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 Self Employed borrowers
No
File is missing a YTD P&L statement.
8.20.2026 Client provided YTD XXX P/L for 1120S business
Condition satisfied
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of 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.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been XXX with current business since XXX
 
409059071
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: LTV below guideline requirements
- XXX Comments:  Guideline max LTV is XXX%, qualifying LTV is XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI of XXX is below guideline max DTI of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close reserves verified at $XXX, required reserves are $XXX.
 
409059085
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
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 VVOE for B2 dated within 10 business days of Note date.  B2 is only XXX% owner.Provide 2026 YTD income for B2
8/17 Client removed B2 income and provided an approved exception to allow the file without updated 1003/1008 for B2 removing income: DTI updated to XX.XX  VVOE not required
satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
409059085
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
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
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
409059085
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
Income/Employment
Satisfied
C
A
C
A
CRDINC2488
Verbal verification of employment missing
No
Provide VVOE for B2 dated within 10 business days of Note date.  B2 is only XXX% owner.
8.13.2026 Client provided VVOE for B2 dated 8.3.2026 (XXX verification) Note date XXX; condition remains VVOE is post close dated.  File is missing YTD 2026 (separate condition on file), provide a YTD 2026 XXX paystub and can be used in lieu of VVOE (if dated within 15 business days of Note). 8/17 Client removed B2 income and provided an approved exception to allow the file without updated 1003/1008 for B2 removing income: DTI updated to XXX VVOE not required
satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
409059085
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
Income/Employment
Waived
C
B
C
B
CRDINC888
Income Amount is  Unsupported by Documentation in File
No
Provide 2026 YTD income for B2
8/17 Client removed B2 income and provided an approved exception to allow the file without updated 1003/1008 for B2 removing income: DTI updated to XXX VVOE not required
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 credit score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
409059085
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
Satisfied
D
A
D
A
CRDTER146
Missing lender's loan approval/underwriting form
No
Loan closed as XXX 30 yr.  1008 shows AUS.  Provide corrected 1008
8.13.2026 Client provided 1008 however still reflect Risk Assessment DU AUS; initial condition remains 8/14 Client will allow the file without the revised 1008
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
409059093
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
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
Missing List of Homeowners Counseling Organizations
08/21/26 Client provided an approved exception for the missing HC List.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
409059093
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
Missing Affiliate Business Disclosure
08/21/26 Client provided an approved exception for the missing ABD.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
409059093
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, 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 fico > program minimum of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
409059108
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: LTV below guideline requirements
- XXX Comments:  LTV of XXX% is below guideline max LTV of XXX%.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Guideline max DTI is XXX, qualifying DTI XXX.
 
409059113
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 with same employer.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI 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 housing payment history 0x30.
 
409059114
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline requirement of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have resided at current residence for XXX years
 
409059116
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 mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
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.
 
409059117
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
08/13/2026 Client provided the missing Affiliate Business Disclosure.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059119
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 increased from $XXX to $XXX on LE XXX. COC XXX indicates fee increased due to rush fee. Condition is pending receiving borrower's request for Appraisal being rushed or PCD reflecting lenders cure, LOE to borrower, a copy of refund and proof of delivery via shipping that includes tracking information.
08/12/26 Client provided a post-close signed LOE from the borrowers confirming they requested a quick turn around on their appraisal because the delayed financing loan type is time sensitive and they wanted to close by end of XXX.
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:  XXX mid score > min required of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%
 
409059153
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: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
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 qual score; min XXX.
 
409059168
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
Business and personal tax returns in file are illegible, unable to validate income.
7.31.2026 Client provided 2025/2024 1040s (1040 Transcripts in file) and provided 2025/2024 1120 XXX and provided 2025/2024 1120S XXX and provided 2025/2024 1065 XXX, income used for qualifying is coming from 1120 and 1120S and using 1065 to support the Other income Line #5 and YTD 2026 P/L in file to support other income.  Income used for qualifying supported.  Condition remains, file have all signed pg 1 of business returns for 2025/2024 except, missing pg 1 signed/dated 2025 1120 XXX 8.18.2026 Client provided signed/dated 1st pg of 2025 1120 XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX years in profession.
 
409059168
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
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX years in profession.
 
409059168
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
Business and personal tax returns in file are illegible, unable to validate income.
7.31.2026 Client provided 2025/2024 1040s (1040 Transcripts in file) and provided 2025/2024 1120 XXX and provided 2025/2024 1120S XXX and provided 2025/2024 1065 XXX income used for qualifying is coming from 1120 and 1120S and using 1065 to support the Other income Line #5 and YTD 2026 P/L in file to support other income.  Income used for qualifying supported.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has XXX years in profession.
 
409059170
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)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has stable employment with XXX years at current job.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409059170
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 per guide lines.
8.18.2026 Client provided DU A/Ineligible submission #5
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.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409059173
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 Tax/Ins/HOA for XXX  reo, and clarification of XXX REO disposition / open mortgage on CBR.
8.10.2026 Client provided copy of PITI(A) verification of XXX (PI mtg statement w/XXX Bank in another party name), taxes/HOI support $XXX+ HOA $XXX 8.10.2026 Client provided LOX in Collaborate regarding initial condition and appears, XXX #XXX was transferred to XXX#XXX  and file having copy of payoff (pg 642) along with HUD-1 from sale (XXX REO pg 638) which also reflect paying off XXX #XXX and other XXX#XXX belonging to XXX REO.  Regarding initial condition, XXX#XXX goes with XXX REO and is verified as being paid off on HUD-1 (in file pg 638) and other XXX is being counted/considered towards other REO XXX.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1736: Significant time at current residence
- XXX Comments:  At primary residence for XXX years
 
409059173
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
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1736: Significant time at current residence
- XXX Comments:  At primary residence for XXX years
 
409059173
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
Provide sufficient documentation to exclude XXX Mortgage on CBR (for XXX REO). CBR supplement reflects a balance and next due XXX, however there are docs in file from XXX  reflecting possible sale.  Subject to DTI and reserves recalc and may be subject to additional conditions upon review.
8.10.2026 Client provided LOX in Collaborate regarding initial condition and appears, XXX#XXX was transferred to XXX#XXX and file having copy of payoff (pg 642) along with HUD-1 from sale (XXX REO pg 638) which also reflect paying off XXX #XXX and other XXX#XXX belonging to XXX REO.  Regarding initial condition, XXX #XXX goes with XXX REO and is verified as being paid off on HUD-1 (in file pg 638) and other XXX is being counted/considered towards other REO XXX.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1736: Significant time at current residence
- XXX Comments:  At primary residence for XXX years
 
409059173
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
DTI
Satisfied
D
A
D
A
CRDDTI2540
Missing verification of some or all components of non-subject PITI
No
Provide missing Tax/Ins/Hoa documents to match total of $1375 on 1003 for XXX REO. Tax and Ins docs in file are > $XXX short. Subject to DTI  recalc and may be subject to additional conditions upon review.
8.10.2026 Client provided copy of PITI(A) verification of XXX(PI mtg statement w/XXX  Bank in another party name), taxes/HOI support $XXX+ HOA $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1736: Significant time at current residence
- XXX Comments:  At primary residence for XXX years
 
409059173
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
C
A
C
A
CRDTER3122
Loan documents do not meet guideline requirements
No
Purchase contract is not executed by B1 and pages are not initialed by B1.Addendums executed by Non Signing Spouse. Provide updated documents meeting requirements.May be subject to additional conditions upon review.
8.10.2026 Client provided subject Purchase contract signed by Non Signing spouse, and with review of documents appears subject 2nd home purchase is showing as same XXX whom sold XXX REO (with 1031 exchange funds as reflected on the HUD-1 for XXX) and subject purchase is showing Buyer as same LLC name XXX(in which possibly appears to be in Non signing spouse name). clarification of transaction, appears XXX REO (sold by XXX) is 1031 exchange holding funds (per HUD-1), subject 2nd home (XXX) which also appears to be purchaser as XXX(please clarify) and (b). missing fully executed subject purchase condition (as stated by initial condition) and (c). verify whom owners are for XXX  Note: 1031 x change dont appear to be used for transaction 8/12 Client asked for review, Provide fully executed Purchase contract signed by Borrower and  clarification of transaction, appears XXX REO (sold by XXX) is 1031 exchange holding funds (per HUD-1), subject 2nd home (XXX) which also appears to be purchaser as XXX. (please clarify) and (b). missing fully executed subject purchase condition (as stated by initial condition) and (c). verify whom owners are for XXXNote: 1031 x change dont appear to be used for transaction 8.18.2026 Client provided SOS verifying spouse is owner of XXX., condition remains for (a). fully executed subject purchase contract by all parties (appears to be currently signed by spouse and XXX and (b). to clarify if XXX is also purchasing subject 2nd home, Condition remains Note: SOS states Purpose of XXX is Investments, and subject is 2nd home. Is subject an investment (contract currently signed by spouse and XXX. 8.20.2026 Client provided addendum to Purchase Contract No 2 stating Buyer listed on pg 1 of Sales Contract is currently XXX.  Buyer will be purchasing property in their individual capacity as Borrower name vs LLC name. Purchase Contract and addenda shall refer to Borrower name only.  Executed by Borrower and NPSpouse.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score
 
CFCFS1736: Significant time at current residence
- XXX Comments:  At primary residence for XXX years
 
409059174
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
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 months of PITI available in reserves; XXX months required.
 
409059179
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 qual score; min 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 = $XXX reserves required.
 
409059179
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
Missing evidence to either verify 0x30 housing payment history or statement from the homeowner that the borrower lives rent free  at their primary residence prior to this transaction.
7.23.2026 Client provided copy of deed record and quit claim deed where Borrower and other party were on Title and appears now only other party have full ownership, reflect the same on data verify Borrower had ownership in this property:XXX and as of XXX have been quit claimed to other party and having no ownership as of XXX
Condition satisfied
(No Data)
Not Applicable
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.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX = $XXX reserves required.
 
409059184
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:  Reserves sourced:Months PITIA Reserves (Qual Rate)XXX Cash Reserves$XXX , $XXX which is liquid. Required: For borrowers <XXX, minimum liquid post-closing assets of $XXX required; met.
 
409059192
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.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI; max XXX%.
 
409059196
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 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 months
 
409059199
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 documentation to completed ATR/QM review:  Missing:  2025 PL and documentation for expense related to additional lot owned.
8.14.2026 Client provided duplicate (in file) 2025 1120S business returns for XXX however it appears income used for qualifying is 2024 1120S and 2025 1120S appears to be used as like a end of year 2025 P/L due to file do not have 2025 1040s; file have 2024 1120S and 2024 1040.  Condition remains (a). Missing YTD 2026 P/L for self employment: XXX XXX.XXX. and (b) missing copy of 2025 1040 extension 8.18.2026 Client provided YTD XXX P/L and copy of 2025 1040 extension, file have 2025 1120S (that is being used as an end of year 2025 P/L due to 1040 under extension).
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1736: Significant time at current residence
- XXX Comments:  XXX years at primary residence.
 
409059199
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
Additional parcel on 1003 has same parcel number asXXX - added additional $XXX in taxes in DTI subject to verification of source of this tax amount.
8.14.2026 Client provided property profile for land/lot supporting additional taxes amount used
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1736: Significant time at current residence
- XXX Comments:  XXX years at primary residence.
 
409059199
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 2025 PL for 1120s, meeting requirements.. Subject to income recalc and may be subject to additional conditions upon review.
8.14.2026 Client provided duplicate (in file) 2025 1120S business returns for XXX however it appears income used for qualifying is 2024 1120S and 2025 1120S appears to be used as like a end of year 2025 P/L due to file do not have 2025 1040s; file have 2024 1120S and 2024 1040.  Condition remains (a). Missing YTD 2026 P/L for self employment: Teapot Rock, Inc. and (b) missing copy of 2025 1040 extension 8.18.2026 Client provided YTD XXX P/L and copy of 2025 1040 extension, file have 2025 1120S (that is being used as an end of year 2025 P/L due to 1040 under extension).
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1736: Significant time at current residence
- XXX Comments:  XXX years at primary residence.
 
409059199
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
DU Findings reflect borrower is a wage earner versus XXX - loan should be resubmitted to DU reflecting borrower is XXX
8.14.2026 Client provided updated DU #4 with input as XXX vs XXX, requiring one year.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1736: Significant time at current residence
- XXX Comments:  XXX years at primary residence.
 
409059204
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
Insurance
Satisfied
D
A
D
A
CRDINSR848
Missing Hazard Insurance
No
Missing hazard insurance.
8.13.2026 Client provided subject HOI policy
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITIA > min required reserves of XXX mo's
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409059223
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 Verified reserves > program requirement of $XXX (Subject PITIA $XXX x  XXX+ OREO PITI $XXX  x XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059236
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 mid score > min required of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $XXX or XXX months reserves, XXX months reserves required for subject and XXX months for each of two financed REOs.  EMD of $XXX has been verified..
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
409059245
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
B
D
A
C
A
D
B
C
B
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
Appraisal Desktop fee $XXX was added to final LE XXX section B. COC issued XXX does not list addition of fee or any details as to why fee was added. No cure provided on final CD to satisfy condition. Condition pending receipt detailed COC with fee validated or Post CD reflecting lenders cure, LOX, Refund of $XXX w/ Proof of Delivery.
08/05/26 Client provided an additional XXX COC reflecting the CDA fee; coincides with the XXX Lock with Investor/Client.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV of XXX% is below guideline max LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline minimum credit score is XXX, qualifying score XXX.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  Paystub and WVOE shows additional bonus income of $XXX per month (YTD + 2025 average) that was not used to qualify.
 
409059245
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
B
D
A
C
A
D
B
C
B
D
A
C
A
Credit
Assets
Waived
C
B
C
B
CRDAST115
Cash reserves do not meet guidelines
No
Post closes reserves verified at $XXX, required reserves per guidelines are $XXX.
8.5.2026 Client provided copy of guidelines however, file was LP approved and LP and Final 1003 reflect having no assets, no assets verified in file.  Condition remains short reserves, verify required reserves with one month bank statement. 8.19.2026 Client provided (post close) Fidelity 401k statement with balance of $XXX; and required reserves are $XXX; condition remains still short reserves Note: this 401 statement is through XXX (Note date XXX)8/20 Client provided an exception to allow the file with XXX reserves
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV of XXX% is below guideline max LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline minimum credit score is XXX, qualifying score XXX.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  Paystub and WVOE shows additional bonus income of $XXX per month (YTD + 2025 average) that was not used to qualify.
 
409059245
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
C
B
D
A
C
A
D
B
C
B
D
A
C
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing CDA supporting appraised value of $XXX due to LCA Risk score not assessed.
8.5.2026 Client provided copy of guidelines however LP was used for AUS (same per 1008) and file having LCA Risk could not be assessed for this submission.  Condition remains for 3rd party valuation supporting value. 8.19.2026 Client provided 3rd party CDA valuation supporting appraised value with XXX% variance
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV of XXX% is below guideline max LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Guideline minimum credit score is XXX, qualifying score XXX.
 
CFCFS1749: Additional documented income not used in qualifying
- XXX Comments:  Paystub and WVOE shows additional bonus income of $XXX per month (YTD + 2025 average) that was not used to qualify.
 
409059247
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
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 closing assets $XXX / XXX months PITI > min required reserves of XXX months (XXX) + XXX mo's for each REO ($XXX+ $XXX) = $XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409059247
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
CRDCRMH148
Credit report stale dated at closing
No
Credit report date is XXX, Note date is XXX. This is over XXX days exceeding guidelines.
8.19.2026 Client provided post close credit report dated XXX with no new reporting debts
condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITI > min required reserves of XXX months (XXX) + XXX mo's for each REO ($XXX+ $XXX) = $XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409059258
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
C
B
A
A
C
B
A
A
C
B
A
A
Property Valuations
Property
Waived
C
B
C
B
PRVAPROP871
Property Location unacceptable under guidelines
No
Guidelines do not allow working farms, ranches or orchards. The subject property has a vineyard based on the appraisal photos, bookmarked. The minimum required reserves of $XXX have been met along with the maximum XXX% DTI and maximum LTV of XXX%.
8/12 Client provided an approved exception to allow the file with a vineyard
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI 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 months PITI > min required reserves of $XXX
 
409059282
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 fee
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum 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.
 
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.
 
409059289
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
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409059309
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.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% is below lender's guide line maximum of XXX%.
 
409059331
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%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409059331
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 the LP AUS #XXX
8.18.2026 Client provided LP AUS #07 along with 1008 with reflecting risk assessment as LP
Condition satisfied
(No Data)
Not Applicable
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX > min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409059333
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 the same profession for XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409059365
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
409059367
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.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409059381
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.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX  years.
 
409059396
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 C is not disclosed on Final CD 8/3/26; 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 score exceeds XXX min
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in profession
 
409059398
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 with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
409059406
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
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX / XXX months PITI > min required reserves of XXXmonths
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409059434
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
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 > min required of $XXX
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
409059456
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
409059461
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: LTV below guideline requirements
- XXX Comments:  LTV XXX%
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  mortgage history 0x30xXXX
 
409059469
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
C
A
C
B
C
B
A
A
C
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Required Affiliate Business Disclosure missing
08/13/2026 Client provided the missing Affiliate Business Disclosure.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITIA available in reserves; XXX months required.
 
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 XXX points above the minimum required score of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
409059469
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
C
A
C
B
C
B
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 Fee of $XXX due to Tax Stamp and Transfer Tax increased from CD XXX to Final 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.
08/17/2026 Client provided the missing CD XXX with COC for loan amount increase resulting in the increase of taxes.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITIA available in reserves; XXX months required.
 
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 XXX points above the minimum required score of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
409059469
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
C
A
C
B
C
B
A
A
C
A
Credit
Credit/Mtg History
Satisfied
C
A
C
A
CRDCRMH1805
Debts/obligations not disclosed/accounted for at origination
No
File is missing an additional 6-months consecutive business bank statements (XXX through XXX) verifying borrower's business pays the XXX XXX lease payment in the amount of $XXX per month.  Fannie Mae guidelines require XXX-months documentation in order to exclude this debt.  Payment history print-out from XXX provided in the file does not verify the payments were from the business account.
8.12.2026 Client provided evidence business pays XXX $XXX monthly payment (go along with pg 669 in file)
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITIA available in reserves; XXX months required.
 
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 XXX points above the minimum required score of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
409059469
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
C
B
A
A
C
A
C
B
C
B
A
A
C
A
Credit
Terms/Guidelines
Waived
B
B
B
B
CRDTER3122
Loan documents do not meet guideline requirements
No
File is missing lender's Fannie Mae 1084, or Freddie Mac Form 91 or equivalent for XXX analysis.
08/07/2026 Client provided approved exception for the missing lender's XXX income calculation worksheet.:
Upon further review by XXX exception is deemed Non-Material due to verified cash reserves exceed guidelines, borrower has significant time at current job, LTV below guidelines and credit score exceeds guidelines.   Final grade of B
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX months of PITIA available in reserves; XXX months required.
 
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 XXX points above the minimum required score of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
409059634
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 the same profession for XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409059640
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
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 Verified reserves  > program requirement of $XXX (Subject PITI $XXX x XXX + OREO PITI $XXX x XXX).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059650
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
Provide a fully executed Settlement Statement from the sale of the prior home. Provide AUS findings as required per program guidelines.
8.19.2026 Client provided executed seller CD from sale of departure home
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years with current employer.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  DTI of XXX is below guideline max DTI of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  Guideline max LTV is XXX%, qualifying LTV XXX%.
 
409059650
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 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 years with current employer.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  DTI of XXX is below guideline max DTI of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  Guideline max LTV is XXX%, qualifying LTV XXX%.
 
409059650
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
Provide a fully executed Settlement Statement from the sale of the prior home. Settlement Statement and Closing Disclosure provided in the file are not signed. Additional conditions may apply upon review.
8.19.2026 Client provided executed seller CD from sale of departure home with payoff of existing lien and Borrower/Seller netting $XXX (wired to subject Title)
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years with current employer.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  DTI of XXX is below guideline max DTI of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  Guideline max LTV is XXX%, qualifying LTV XXX%.
 
409059650
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 LP findings #XXX as indicated on the 1008. Additional conditions may apply once reviewed.
8.19.2026 Client provided LP AUS submission #4
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years with current employer.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  DTI of XXX is below guideline max DTI of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  Guideline max LTV is XXX%, qualifying LTV XXX%.
 
409059652
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
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 documentation to verify lender's ATR/QM status.
8/18 Client accent DD determination of SH APOR
satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX; required reserves $XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX.
 
409059652
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
C
B
C
B
CRDCRMH150
Tradelines do not meet guidelines
No
Minimum three tradelines required for each borrower contributing income. VOR was used to meet minimum tradeline requirement. Exception in file approving the use of VOR as third tradeline. Note: guidelines state credit tradeline requirements must be met, no exceptions for non-permanent resident aliens not addressed on exception. Exception approval in file not applied due to outstanding exception
818 Client provided an approved exception to allow the file without meeting min tradelines
Upon review by XXX XXX; Condition is deemed Non Material; Client credit scoreexceeds GLs
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Verified reserves $XXX; required reserves $XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX.
 
409059653
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
 
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 6 months or $ XXX X XXX = $ XXX
 
409059665
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
Lender did not provide an ATR/QM status determination.
8.10.2026 Client provided XXX w/QM Safe Harbor
Condition satisfied
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has been with current employer since XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
409059666
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
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX% is below lender's guide line maximum of XXX%.
 
409059681
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 fico > program minimum of XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
409059697
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059711
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 REO PITIA documentation
8/21 Client provided PITIA docs
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
 
409059711
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
CRDCRMH183
Credit report incomplete
No
B1 XXX is frozen on XXX CBR.Per guidelines: 'Credit reports with bureaus identified as frozen are required to be unfrozen and a current credit report with all bureaus unfrozen is required.' Please provide. May be subject to additional conditions upon review
8.20.2026 Client provided B1 post close credit report with all bureau reporting, none frozen and no new debts
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
 
409059711
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
DTI
Satisfied
D
A
D
A
CRDDTI2540
Missing verification of some or all components of non-subject PITI
No
Missing mortgage statement for departing XXX or documents to support PITIA of $XXX as listed on 1003
8/21 Client provided supporting docs for PITA
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
 
409059728
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1736: Significant time at current residence
- XXX Comments:  XXX years at primary residence.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrower has XXX months mortgage payment history 0x30.
 
409059746
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.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
409059751
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
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 available in reserves; $XXX in reserves required.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is XXX% below the maximum allowable LTV of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score of XXX is XXX points above the minimum required score of XXX.
 
409059753
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 CDA fee added on a revised CD XXX with no valid reasons documented on CO 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.
08/13/26 Client provided the XXX CDA Invoice, XXX UCDP Report and the following Per seller: A Collateral Desk Analysis (CDA) was required after the FNMA UCDP score exceeded the program maximum threshold of 2.5. This requirement constituted a valid Change of Circumstance, resulting in the addition of the Appraisal Desk Review Fee. Accordingly, the fee was properly disclosed in compliance with TRID requirements, and no tolerance cure or borrower refund is required.
Condition Satisfied.
(No Data)
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
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
409059761
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059764
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 sourced:Months PITI Reserves (Qual Rate)XXXCash Reserves$XXXRequired:XXX months PITI; met.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV
 
409059770
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX> min required of $XXX.
 
409059774
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059815
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: DTI below guideline requirement
- XXX Comments:  Borrowers DTI 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.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
409059838
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 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 XXX months or $ XXX  X XXX= $ XXX+ XXX Months for Additional REO or ( $ XXX X XXX = $ XXX)
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Low DTI XXX% Max DTI allowed is XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
409059841
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
Credit/Mtg History
Waived
B
B
B
B
CRDCRMH118
Mortgage/rental lates exceed guidelines
No
Borrower has a1*XXX  mortgage late in XXX exceeding max allowed per guidelines of 0*30*XXX.
8.11.2026 Client provided Borrower LOX regarding late payment on XXX (over XXX months but within XXX months), condition remains 8/13 Client provided an approved exception to allow the file with 1x30 in XXX months
XXX final grade is B
(No Data)
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI 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.
 
409059846
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.
08/14/26 Client provided the missing XXX Initial CD and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% max XXX%.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%; max XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409059846
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
 Final CD XXX signed at closing is the only CD in file. Missing initial, and if applicable any revised, CD acknowledged by the borrower min 3 days prior to closing.
08/14/26 Client provided the missing XXX Initial CD and Tracking.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX% max XXX%.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%; max XXX%.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409059853
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
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX% is below lender's guide line maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in the same profession for XXX years.
 
409059890
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
CRDLGL2642
Missing proof that HELOC has been paid and closed to future draws
No
Missing evidence that LOC has been closed; payoff statement authorizing payoff and close of LOC is not signed.
8/13 Client provided an email that payoffs do not need to be signed; Response, The payoff is also a Closure request, per Payoff Bank requires Borrower signature to close; and signature pages are blank, condition remains for signed closure request for HELOC8.17.2026 Client provided executed by Borrowers requesting closure of HELOC
Condition satisfied
(No Data)
Not Applicable
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%; max XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min XXX.
 
409059892
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
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
RESPA - List of homeowners counseling organizations not in file
08/13/26 Client provided an approved exception for the missing Homeowners Counseling List.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
409059892
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:  XXX mid score > min required of XXX
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
409059899
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> min required of $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409059909
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: DTI below guideline requirement
- XXX Comments:  DTI XXX% is below lender's guide line maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409059910
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 verified reserves  > program requirement of $XXX (Subject PITIA $XXX x XXX months).
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409059916
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
                             
(No Data)
409059916
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
Provide income docs used to qualify
8.6.2026 Client provided income documents, DU, credit report, Note etc. to determine QM status acceptable
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
CMPDOC195
Missing Note
No
Executed Note not provided. Missing Note.
8.6.2026 Client provided executed subject Note
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
RESPA
Satisfied
B
A
B
A
CMPRESPA2698
RESPA - List of homeowners counseling organizations not in file
No
RESPA - List of homeowners counseling organizations not in file
08/06/26 Client provided the missing HC List.
Condition Satisfied.
(No Data)
Not Applicable
(No Data)
409059916
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
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
RESPA: Required Affiliate Business Disclosure missing
08/06/26 Client provided the missing ABD.
Condition Satisfied.
(No Data)
Not Applicable
(No Data)
409059916
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
(No Data)
409059916
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
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
Due to missing Note. No change of Loan product, loan product consistent throughout.
08/06/26 Client provided the missing Note and LEs.
Condition Satisfied.
(No Data)
Not Applicable
(No Data)
409059916
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
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
Unable to test XXX percent tolerance on fees due to missing LE's. Missing LE's
08/06/26 Client provided the missing XXX and XXX LE packages.
Condition Satisfied.
Numeric
Not Applicable
(No Data)
409059916
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
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
Unable to test XXX percent tolerance on fees due to missing LE's. Missing LE's
08/06/26 Client provided the missing XXX and XXX LE packages.
Condition Satisfied.
(No Data)
Not Applicable
(No Data)
409059916
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
CMPTRID3494
TRID - Loan Estimate Missing
No
No LE's provided. Missing LE's.
08/06/26 Client provided the missing XXX and XXX LE packages.
Condition Satisfied.
(No Data)
Not Applicable
(No Data)
409059916
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
Application
Satisfied
B
A
B
A
CRDAPP5430
FNMA Application Form is Outdated
No
Provide the Signed 1003 and 1008
8.6.2026 Client provided 1003 for both borrowers and 1008 however 1003 not signed, see additional condition for Final 1003s
Condition satisfied
Not Applicable
Not Applicable
(No Data)
409059916
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
CRDAST205
Insufficient Funds to Close
No
Missing 1003 to validate assets used to qualify
8.6.2026 Client provided XXX assets statement for accounts used in DU and on 1003; see additional condition for assets documents needed.
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
CRDAST2304
Unverified Assets
No
Assets cannot be determined without missing 1003 / AUS
8.6.2026 Client provided XXX assets statement for accounts used in DU and on 1003; see additional condition for assets documents needed.
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
Upon receipt of missing file documentation: (a). Missing evidence of receipt of gift funds given at closing $XXX (verify Title company in receipt of these funds), currently giving $XXX credit for EMD (possibly gift funds). (b). Large deposit of $XXX on XXX to be source/documented
8.14.2026 Client provided evidence of Title receipt of gift funds wire of $XXX along with Gift Letter from Mom and provided evidence of stocks for large deposit on XXX
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Upon receipt of missing file documentation (a). Missing (XXX evidence of rent) VOR / XXX (file having XXX B2 XXX statement to support VOR along with executed Lease agreement however XXX statement do not reflect any rent. Missing XXX (b). Missing evidence of monthly rent obligation w/XXX $XXX (listed on 1003
8.14.2026 Client provided evidence of XXX rent. Condition now remains for (b). missing evidence of monthly rent obligation w/XXX $XXX rent (listed on 1003) Note: LOX was provided stating the rent income receiving into the XXX checking account for $XXX; I share a XXX at XXX with other party and other party was having issue with XXX so he transferred funds to me instead and I send it on his behave. Still missing documentation supporting borrower portion of $XXX rent (that he shares with the other 3 parties), listed on 1003. Upon further review appears each party is making $XXX payment towards this XXX (Borrower is XXX)
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
missing credit report
8.6.2026 Client provided credit report dated XXX / DU
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
Provide the credit report used to qualify
8.6.2026 Client provided credit report dated XXX / DU
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
Missing VVOE for B2 if applicable (missing 1003/1008)
8.6.2026 Client provided 1003 for both borrowers, B1 income only and B1 VVOE provided
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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 all income docs
8.6.2026 Client provided Written VOE covering YTD XXX and prior years, end of year XXX paystub and YTD XXX paystub and XXX w2 for B1; no income used for B2
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
No income documentation provided for review; Provide income docs used to qualify
8.6.2026 Client provided income documentation for B1 supporting base income used for qualifying and provided unsigned 1003s. Condition remains for (a). Final signed 1003 and (b) executed 4506C for both 8.14.2026 Client provided executed 4506C for both borrowers and provided signed dated Final 1003's for both borrowers
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
Insurance
Satisfied
D
A
D
A
CRDINSR2400
Missing Flood Certification Document
No
Provide a Flood Cert
8.6.2026 Client provided subject Flood Certificate document, flood zone X
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
Insurance
Satisfied
D
A
D
A
CRDINSR848
Missing Hazard Insurance
No
Provide Insurance coverage (missing from file)
8.6.2026 Client provided subject HOI policy, sufficient coverage
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
CRDLGL2422
Missing Purchase Contract
No
Missing Purchase Contract
8.6.2026 Client provided executed subject Purchase agreement supporting $XXX
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
B
A
B
A
CRDTER3490
Missing Patriot Act form
No
Provide XXX Borrower ID form
8.6.2026 Client provided executed XXX for both
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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 AUS approval
8.6.2026 Client provided DU AUS A/E #XXX
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059916
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
CRDTIL796
Missing Title
No
Provide the title report
8.6.2026 Client provided Prelim Title Report along with supplemental report with amount of insurance and vesting
Condition satisfied
(No Data)
Not Applicable
(No Data)
409059917
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:  Verified XXX FICO score. Minimum required XXX.
 
409059938
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 fee increase for $XXX due to Appraisal fee increased on LE XXX without a valid reason 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.
08/12/26 Client provided the XXX Email chain for the Appraisal Order that includes the cost increase due to complexity and due date.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrower DTI of XXX% is below guideline maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
409059946
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 CD t 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: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
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.
 
409059989
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 mo. 0x30 mortgage payment history; 0x30xXXX required.
 
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 qual score; min XXX.
 
409059990
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
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:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years at current job.
 
409060014
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI 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 127 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.
 
409060021
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.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409060220
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)
This exception is informational. Exception satisfied. Final Grade A
Numeric
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409060234
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 credit score exceed guideline minimum of XXX
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV 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
 
409060525
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 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 month > reserve requirement $XXX.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
409060525
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
D
A
D
A
CRDCRMH189
Missing credit report
No
Missing credit report dated XXX-file #XXX.
8.18.2026 Client provided duplicate (in file) Credit Comparison report however initial condition remains for a copy of the Credit report dated XXX(in which was used on this Credit Comparison Report).  8.20.2026 Client provided Credit report dated XXX(request DU credit report provided)
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.
 
409060531
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 Findings.
8.14.2026 Client provided DU AUS #3 submission
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX  years.
 
409060544
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 months 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
 
409060549
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  months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX Years at Current Residence
 
409060550
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 months PITIAGuidelines require 6 months or $ XXX X XXX = $ XXX
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX Years at Current Residence
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  High Credit XXX Guidelines allow XXX
 
409060602
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: DTI below guideline requirement
- XXX Comments:  XXX% DTI; XXX% max allowed.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score; XXX required.
 
409060616
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
DTI
Satisfied
D
A
D
A
CRDDTI2540
Missing verification of some or all components of non-subject PITI
No
Missing evidence to exclude PITIA for property at XXX or provide evidence of PITIA to be included in the borrower's DTI.
8.13.2026 Client provided updated 1008/1003 and DU submission #XXX adding additional PITI(A) into DTI, verified PITI(A), updated DTI XXX% and commented on updated 1008 (not being in borrower name, however included in updated DTI)
Condition satisfied
(No Data)
Not Applicable
CFCFS3830: Addtional collateral with a value equal to at least 10% down payment
- XXX Comments:  XXX% DTI; max XXX
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409060622
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 Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
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.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  XXX months reported 0x30; XXX months required.
 
409060626
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.
 
409060660
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 months PITI reserves, the guidelines require XXX months PITI reserves.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409060661
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 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
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has XXX years with current employer.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
409060661
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
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 percent tolerance of $XXX due to added CDA fee on a revised CD XXX wit no valid reasons documented on COC XXX. Lender's credit of $XXX for tolerance cure was applied towards increase in Appraisal fee. 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.
08/18/26 Client provided the following: per seller Document Uploaded. A Collateral Desk Analysis (CDA) was required after the FNMA UCDP score exceeded the program maximum threshold of 2.5. This requirement constituted a valid Change of Circumstance, resulting in the addition of the Appraisal Desk Review Fee. The XXX UCDP Report validating the 3.9 score and XXX CDA invoice was also provided.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has XXX years with current employer.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
409060663
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 months PITI reserves, the guidelines require XXX months PITI reserves.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409060998
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower has 0x30 for XXX months.
 
409061004
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 min XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrowers have XXX years XXX months at current residence.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX in verified assets is sufficient to cover required reserves $XXX
 
409061020
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
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT106
Finance charge understated by more than $100 (Pmt Stream)
No
Condition triggered due to Escrow Waiver Fee $XXX not included in Lender Finance Charge calculation. Pending receiving a copy of refund, LOE to borrower and proof of shipping with tracking information.
08/06/26 Client provided an LOE, corrected XXX PCCD, refund check and tracking (delivery confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX housing payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $278,493.45 month > reserve requirement $183,141.12.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409061020
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
Finance Charge Tolerance
Satisfied
C
B
C
B
CMPFINT4372
TILA/TRID-Disclosed Amount Financed is higher than XXX's calculated Amount Financed
No
Condition triggered due to Escrow Waiver Fee $XXX not included in Lender Finance Charge calculation. Pending receiving a copy of refund, LOE to borrower and proof of shipping with tracking information.
08/06/26 Client provided an LOE, corrected XXX PCCD, refund check and tracking (delivery confirmed).
Condition Satisfied.
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX housing payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $278,493.45 month > reserve requirement $183,141.12.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409061020
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
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, Escrow Account in Loan Disclosures section - neither of You declined it and/or Your lender does not offer one are selected. Condition is pending receiving corrected PCD with LOE to borrower.
08/06/26 Client provided an LOE, corrected XXX PCCD and tracking (delivery confirmed).
Condition Satisfied.
Non-Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX housing payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $278,493.45 month > reserve requirement $183,141.12.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409061020
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
CMPTRID5095
TRID - Escrow Waiver Fee disclosed in Loan Costs but is not disclosed in Loan Disclosures
No
Final CD 7/21/26, Escrow Account in Loan Disclosures section - Escrow Waiver Fee disclosed in Loan Costs section A. but is not disclosed in Loan Disclosures . Condition is pending receiving corrected PCD with LOE to borrower.
08/06/26 Client provided an LOE, XXX PCCD and tracking. Condition remains. Page 4 is still missing the dollar amount in the Escrow Waiver Fee field/box. Provide a corrected PCCD adding the $XXX to the Escrow Waiver Fee box on page 4 with a new LOE to borrower.08/12/26 Client provided duplicate copies of the XXX PCCD package. Condition remains. Page 4 is still missing the dollar amount in the Escrow Waiver Fee field/box. Provide a corrected PCCD adding the $XXX to the Escrow Waiver Fee box on page 4 with a new LOE to borrower.08/18/2026 Client provided PCCD XXX with correction, email LOE and Cert of Completion for delivery.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX housing payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $278,493.45 month > reserve requirement $183,141.12.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409061020
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
DTI
Satisfied
D
A
D
A
CRDDTI2540
Missing verification of some or all components of non-subject PITI
No
Missing copy of monthly homeowners association dues for XXX XXX IL.
8.6.2026 Client provided evidence of monthly HOA $XXX for XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX housing payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $278,493.45 month > reserve requirement $183,141.12.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409061028
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
The loan disbursement date of XXX on final CD XXX falls on the same date as the end of the statutory rescission period XXX  on ROR form. Condition is pending receiving final ALTA statement with Disbursement date, corrected Disbursement date on PCD, LOE and proof of shipping.
08/17/26 Client provided the Final ALTA and XXX Post (Funding) CD reflecting the correct Disbursement Date of XXX.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI 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.
 
409061028
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 Wire Transfer Fee increased from $XXX on LE XXX to $XXX on initial CD XXX with no COC in file. Condition is pending receiving PCD reflecting lenders cure, LOE to borrower, a copy of refund
08/17/26 Client provided a missing XXX COC and Revised XXX LE. Condition remains. The COC indicates a Program Change with addition of MERS Registration Fee, Flood Transfer Fee and increased Wire Transfer Fee. The MERS and Flood Transfer Fees were removed on the CDs, however the increased Wire Transfer Fee remained. Provide additional documentation to support how the Program Change impacted a Wire Fee increase for review. Subject to re-review.08/21/26 Client provided an XXX PCCD, LOE and payment history reflecting a $XXX principal reduction.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI 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.
 
409061048
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
D
A
D
A
A
A
D
A
D
A
Compliance
Documentation
Satisfied
D
A
D
A
CMPDOC191
Missing Mortgage
No
Provide executed copy of mortgage.  Copy in file is for different address and borrower.
08/12/26 Client provided the fully executed DOT and Riders for the subject loan.
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 XXX months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
409061048
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
D
A
D
A
A
A
D
A
D
A
Compliance
RESPA
Satisfied
B
A
B
A
CMPRESPA863
RESPA: Required Affiliate Business Disclosure missing
No
Affiliated Business Disclosure/ FACTS missing in file
08/13/26 Client provided a signed LOE from Lender stating they have no affiliates.
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 XXX months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
409061048
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
A
A
A
D
A
D
A
D
A
A
A
D
A
D
A
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing updated valuation to Support $ XXX Appraised Value
8.12.2026 Client provided 3rd party CDA valuation supporting appraised value with XXX% variance
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 XXX months PITIAGuidelines require XXX months or $ XXX X XXX = $ XXX
 
CFCFS2860: Good credit history
- XXX Comments:  Borrower Has history of good credit with 0 Late Payments > XXX Months
 
409061059
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 credit report.
8.11.2026 Client provided Credit report dated XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
409061059
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
Satisfied
B
A
B
A
CRDCRMH3000
# of Tradelines Does Not Meet Guideline Requirements
No
Missing credit report.
8.11.2026 Client provided Credit report dated XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
409061059
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
Satisfied
D
A
D
A
CRDCRMH189
Missing credit report
No
Missing credit report.
8.11.2026 Client provided Credit report dated XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
409061059
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
Income/Employment
Waived
C
B
C
B
CRDINC2488
Verbal verification of employment missing
No
Missing evidence of B1 business existence from 3rd Party source within 120 days of note as outlined by XXX AUS; cannot be borrower's website.
8.11.2026 Client provided Lender VVOE for XXX stating date of current license was confirmed XXX however the documentation verifying the XXX was not provided and the document must be dated. Condition remains 8.14.2026 Client provided signed YTD P/L by XXX and says CPA however tax returns reflect CPA name as XXX provide evidence XXX  is CPA whom completed the P/L's and to be used for 3rd party VVOE for XXX verification. 8.18.2026 Client provided LOX stating, CPA doesn't have to be prepared by the same CPA that indicated on the latest years tax returns. Response, P/L to be completed by Borrower or CPA and it appears the CPA stated on the P/L not the same as listed on tax returns, it is possible borrower may have a new CPA. Condition remains, CPA completed P/L not same as listed on most recent tax returns. Website of new CPA is acceptable to support completed by CPA due to not same as listed on tax returns. 8/19 Client provided an approved exception to allow the file without further documentation of Borrower changing CPAs
Upon review by XXX XXX; Condition is deemed Non Material; Client credit score exceeds GLs list
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX reserves; $XXX * XXX + REO $XXX * XXX = $XXX reserves required.
 
409061060
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
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
File is missing QM Determination
8.11.2026 Client provided Lender XXX w/QM Safe Harbor status
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
409061060
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
Verification Borrower or Title received the $XXX  in borrowed funds
8.17.2026 Client provided executed copy of HUD-1 and CD of HELOC on XXX verifying Borrower receiving $XXX with HELOC payment of $XXX vs $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
409061060
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
DTI
Satisfied
D
A
D
A
CRDDTI2540
Missing verification of some or all components of non-subject PITI
No
Provide documentation of new monthly payment for XXX XXX#XXX showing $XXX/month.
8.17.2026 Client provided executed copy of HUD-1 and CD of HELOC on XXX verifying Borrower receiving $XXX with HELOC payment of $XXX vs $XXX
condition satisfied
(No Data)
Not Applicable
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower at current employment XXX years
 
409061064
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 mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
409061065
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
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 Desk Review Fee on LE XXX with no valid reasons documented on COC XXX. 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 within XXX of consummation.
08/06/2026 Client provided a duplicate of CD XXX with COC XXX reflecting Desk review to support value.  Condition remains. Provide the change that occurred requiring a Desk review after Initial Disclosure or PCCD with cure, copy of cure check, LOE to Borrower and evidence of delivery via tracking. 08/14/26 Client provided an additional COC explaining the CDA is required due to the CU and LCA Scores. Supported by the UCDP reports in file.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
409061065
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
Terms/Guidelines
Waived
B
B
B
B
CRDTER111
Ownership seasoning does not meet minimum per guidelines
No
Continuity of obligation requirement not met, title was in a LLC and ownership transferred to borrower's name at closing of transaction.
8/5 Client provided an approved exception to allow the file short seasoning of transfer from LLC to trust
XXX final grade is B
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
409061066
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
Credit/Mtg History
Waived
B
B
B
B
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Verification of rental history on page 360 verifies XXX months rental history. Guidelines require XXX month rental history for reflecting 0X30 in the last XXX months for first time homebuyers.
8/19 Client provided an exception to allow the file without the VOR
XXX final grade is B
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX.
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Reserves verified $XXX; required reserves $XXX.
 
409061072
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
10% tolerance in the amount of $XXX due to Recording fee increased on initial CD from $XXX to $XXX  with no COC in file to support this change. 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.
08/13/26 Client provided an XXX PCCD, LOE, refund check and tracking (shipment confirmed).
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:  Qual score XXX; min score XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV XXX%; max LTV XXX%.
 
409061080
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: LTV below guideline requirements
- XXX Comments:  XXX% LTV; XXX% max allowed.
 
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.
 
409061087
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
Credit Report fee increased on a revised LE XXX from $XXX to $XXX with no valid reasons documented on COC XXX. 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.
08/13/2026 Client provided PCCD XXX reflecting lender credit, Section B, line 3 for $XXX with LOE reflecting a refund.  Condition remains for a copy of the refund with evidence of Borrower receipt via tracking or stamped/signed Final ALTA. 08/19/26 Client provided the $XXX check and tracking (delivery confirmed).
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409061094
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  B1 has XXX years with current employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
409061103
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:  Credit score of XXX is 150 points above the minimum required score of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Borrowers have XXX of PITI available in reserves; XXX required.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below the maximum allowed DTI of XXX%.
 
409061110
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 Satisfied, seller fees have been sourced on the Seller CD final Grade A.
Numeric
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI < program maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX fico > program minimum of XXX.
 
409061113
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 mid score > min required of XXX
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in current profession for XXX years.
 
409061128
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 credit score exceed guideline minimum of XXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV is below guideline maximum of XXX%
 
409061156
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 mid score > min required of XXX
 
CFCFS2854: Significant time in profession
- XXX Comments:  Borrower has been in same profession for XXX years.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Assets: $XXX effective, $XXX to close, $XXX reserves; $XXX x XXX + XXX x XXX REO =$XXX reserves required.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
409061159
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
CMPATRQM2908
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; Residual income analysis does not meet client guidelines
No
Missing residual income calculation.
8.5.2026 Client provided Lender residual income calculation, passing
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Borrower has XXX at current residence.
 
409061161
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.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  XXX% LTV < program maximum of XXX%.
 
409061163
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:  Reserves $XXX; reserves required $XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI XXX%; max DTI XXX%
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
409061164
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
                             
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Qual score XXX; min score XXX.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX months mortgage payment history 0x30.
 
409061178
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
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 is XXX, qualifying score XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  DTI of XXX is below guideline max DTI of XXX.
 
409061183
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 PITI
 
CFCFS1739: Positive mortgage payment history
- XXX Comments:  Borrowers have XXX months 0x30 on current mortgage
 
409061185
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
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
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
 
409061185
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 ATR/QM Determination
8.14.2026 Client provided Lender Underwriting cover letter & ATR/QM worksheet w/General QM Safe Harbor status
Condition satisfied
(No Data)
Not Applicable
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
 
409061189
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
Affiliate Business Disclosure missing.
08/13/26 Client provided an approved exception for the missing Affiliate Business Disclosure.
Initial and Final Grade B.
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI 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:  Borrowers have been in the same line of work for XXX years
 
409061189
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 CD t in file and able to trace all fees.
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI 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:  Borrowers have been in the same line of work for XXX years
 
409061221
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.Provide LOE and documentation as to why the payment for XXX Bank XXX or $XXX/month was not included in DTI.  Per Note there will be 2 annual payments of $XXX then balloon on XXX
8.7.2026 Client provided DU submission #4 with some changes however unable to determine what the changes are without an updated 1003/1008 to go with updated DU #4.  Condition remains for updated 1003/1008 for review of DU changes 8.11.2026 Client provided updated 1003/1008 with including XXX bank monthly payment of $XXX in DTI (previously provided the DU to reflect the same), REO of 1003 updated including XXX bank belonging to XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves.
 
409061221
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
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves.
 
409061221
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
Provide LOE and documentation as to why the payment for XXX Bank XXX or $XXX/month was not included in DTI.  Per Note there will be 2 annual payments of $XXX then balloon on XXXAdditional conditions may apply
8.7.2026 Client provided DU submission #4 with some changes however unable to determine what the changes are without an updated 1003/1008 to go with updated DU #4.  Condition remains for updated 1003/1008 for review of DU changes 8.11.2026 Client provided updated 1003/1008 with including XXX bank monthly payment of $XXX in DTI (previously provided the DU to reflect the same), REO of 1003 updated including XXX bank belonging to  XXX.
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves.
 
409061221
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
CRDTER146
Missing lender's loan approval/underwriting form
No
Missing 1008Provide LOE as to why the balance for XXX Bank XXX shows $XXX on DU but the note is for $XXXAdditional conditions may apply
8.11.2026 Client provided copy of 1008 however did not address the difference between, DU input of $XXX and Note $XXX; condition remains for clarification of difference. 8.14.2026 Client provided copy of 1008 and provided Lender LOX regarding difference in balance (snippet photo from Note within paragraph
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
CFCFS5269: Minimal use of credit
- XXX Comments:  Minimal usage of available revolving credit lines @ XXX%
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post close assets are $XXX or XXX months PITI reserves, the guidelines require XXX months PITI reserves.
 
409061223
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 from file, no AFBA form or FACT sheet in file and Lender's affiliate status is not included on the Affiliated Lender List.
07/28/2026 Client provided an approved exception request for missing Affiliate Business Disclosure.
Initial and Final Grade B.
(No Data)
Not Applicable
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.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409061223
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 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 month > reserve requirement $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 housing payment history 0x30.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
409061246
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 = $XXX reserves required.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
409061257
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
Not all required seller-paid fees were disclosed on the final CD. Seller CD t 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:  The borrower has XXX years in the same profession.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
409061257
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
Missing VOR. Unable to verify 0x30xXXX.
8.14.2026 Client provided executed copy of Lease agreement along with over XXX  months rental payment (XXX - XXX)
Condition satisfied
(No Data)
Not Applicable
CFCFS2854: Significant time in profession
- XXX Comments:  The borrower has XXX years in the same profession.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
409061305
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: DTI below guideline requirement
- XXX Comments:  DTI XXX% is below lender's guide lines maximum of XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409061315
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 > min required of $XXX.
 
CFCFS1737: LTV below guideline requirements
- XXX Comments:  LTV is XXX%; guidelines allow XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX
 
409061337
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
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:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years at current job.
 
409061337
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 to validate lender findings.
8/14 Client changed the program to XXX 30y no AUS required
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Verified XXX FICO score. Minimum required XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years at current job.
 
409061345
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: DTI below guideline requirement
- XXX Comments:  XXX % DTI < program maximum of XXX%.
 
409061353
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
A
A
D
A
D
B
B
B
A
A
D
A
Compliance
Compliance Manual
Satisfied
D
A
D
A
CMPMAN2956
Missing disclosure
No
Please provide a missing copy of Final Loan Estimate dated on XXX as per the Disclosure Tracking and COC if applicable.
08/04/26 Client provided an LOE from Lender with XXX Process Summary (tracking) showing an LE was not delivered in the XXX package. The package contained a clerical error and has been escalated to their development team for review.
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.
 
409061353
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
A
A
D
A
D
B
B
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
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:  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.
 
409061353
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
B
B
A
A
D
A
D
B
B
B
A
A
D
A
Credit
Credit/Mtg History
Waived
B
B
B
B
CRDCRMH193
Length of mortgage/rental history in file does not meet guideline requirement
No
Missing housing payment history to meet the required 0x30xXXX guideline.
7.30.2026 Client provided Lender email LOX stating, no housing history for a FTHB exception. Response, per 2.4 version XXX AUS guidelines, if FTHB and has rental history in the most recent XXX(XXX) months, A VOR must be obtained reflecting 0x30 in the last XXX(XXX) months.  Applies to all borrowers on the loan. Per Final 1003 both borrowers are renting for the past XXX years and verifies (on declarations) having no ownership in a property in last XXX years.  Condition remains for most recent housing rental history covering 0x30xXXX months for both borrowers 7/30 Client provided an approved exception to allow the file without the VOR
XXX final grade is B
(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.
 
409061354
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:  Co-borrower has been in the same profession for XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX qualifying score exceeds guide lines.
 
409061370
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
Ability to Repay/Qualified Mortgage
Satisfied
C
A
C
A
CMPATRQM2908
TILA - Loan subject to Ability to Repay/Qualified Mortgage rule; Residual income analysis does not meet client guidelines
No
Missing residual income analysis.
8.18.2026 Client provided Lender UW comments with residual income
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX verified assets is sufficient to cover required reserves $XXX
 
409061370
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
DTI
Satisfied
D
A
D
A
CRDDTI2540
Missing verification of some or all components of non-subject PITI
No
Missing copy of the hazard for XXX confirming no mortgage and supporting annual premium not to exceed $XXX.
8.18.2026 Client provided Title search report verifying having no mortgage liens for requested property (and reflect the same on Schedule E 2025 1040) along with hazard policy supporting annual $XXX for monthly $XXX
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Credit score XXX exceeds guideline minimum of XXX.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  $XXX verified assets is sufficient to cover required reserves $XXX
 
409062741
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 fee
(No Data)
Exception is information and is satisfied to 1/A
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX  month > reserve requirement $XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI 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.
 
409062746
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:  XXX years with same employer.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post closing assets $XXX month > reserve requirement $XXX.
 
409062791
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
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years in business
 
409062946
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
CFCFS1742: Consumer credit history 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.
 
409063080
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
D
A
C
B
D
B
A
A
D
A
C
B
Compliance
TILA/RESPA Integrated Disclosure
Satisfied
C
B
C
B
CMPTRID5741
TRID - CD: In the CD Escrow section, You will have an escrow account is indicated, but any of the Escrowed Property Costs or Escrow Payment = $0 or Null
No
CD:7/2/2026 and PCCD:XXX, Section:Loan Disclosures, Escrow Account, For now, your loan will have an escrow account is checked. However, XXX indicates no escrow.
07/30/2026 Client provided PCCD XXX with correction and COC for LOE.
Condition Satisfied.
Numeric
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $XXX or XXX months of PITIA exceeds the total needed of Total: $XXXReserves required for Loan amount (XXX) x $XXX= $XXX.Additional Financed Properties (XXX months) x $XXX= $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX> is above guideline minimum credit score XXX
 
409063080
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
D
B
A
A
D
A
C
B
D
B
A
A
D
A
C
B
Property Valuations
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Appraisals and updated Appraisal Updated Completion Report values do not match the value used to loan review of $XXX.Appraisal 1 is dated XXX value of $XXX. Appraisal 2 is dated XXX $XXX. Both are subject to completion. The Appraisal Updated Completion Report was completed on XXX with the original value of $XXX. Based on guideline provided the XXX should have been completed based on the XXX should be for the appraisal that the loan is based on which is $XXX.
7/27 Client provided an Email; on review the lower of two revised values was used for valuation $XXX
Satisfied
(No Data)
Not Applicable
CFCFS1731: Verified cash reserves exceed guidelines
- XXX Comments:  Post Close Assets are $XXX or XXX months of PITIA exceeds the total needed of Total: $XXXReserves required for Loan amount (XXX) x $XXX= $XXX.Additional Financed Properties (XXX months) x $XXX= $XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX> is above guideline minimum credit score XXX
 
409063081
XXXXXX
XXXXXX
QM: Safe Harbor (APOR)
QM: Safe Harbor (APOR)
C
B
A
A
C
B
A
A
C
B
A
A
C
B
A
A
Property Valuations
Property
Waived
C
B
C
B
PRVAPROP177
Property Issues Indicated
No
Appraiser notes evidence of dampness in the basement and that further evaluation by an expert is recommended.
7.8.2026 Client provided Foundation inspection Report (post close dated) from The XXX Company stating All exposed basement walls were measured with a self-leveling laser level to find the amount of inward movement. As per current WAFRP standards, the walls measured are in stable condition and no repairs are needed at this time.  We suggest monitoring walls for future movement. Condition remains, for copy of paid invoice and LOX from borrower made aware of the dampness in basement with receiving copy of this Foundation inspection report.  7/9 Client provided an approved exception to allow the file without further documentation
Upon review by XXX XXX Condition is deemed Non Material; Client credit score exceeds GLs , DTI below MAX
(No Data)
Not Applicable
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX DTI below guideline of XXX.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX FICO exceeds guideline of XXX.
 
409063082
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
Legal Documents
Satisfied
D
A
D
A
CRDLGL225
Missing Rider
No
Missing PUD Rider - Per Appraisal.
7.14.2026 Client provided Lender LOX of intent to re-record Deed of Trust w/PUD Rider and provided updated corrected Mortgage w/executed PUD Rider
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX > is above guideline minimum credit score XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has significant time at current job, XXX years.
 
409063082
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
C
A
C
A
CRDTER3122
Loan documents do not meet guideline requirements
No
Missing required loan documents of  Ability-to-Repay Underwriting Certification, Notice to Borrower: Ability to Repay Disclosure, Borrowers Affirmation of Information provided to Establish ATR, and UCD Findings Report for Freddie Mac.
6/19 Client provided the UW certificate, ATR and Affirmation
Satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX > is above guideline minimum credit score XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has significant time at current job, XXX years.
 
409063082
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
Appraisal
Satisfied
D
A
D
A
PRVAAPPR3116
Missing updated valuation
No
Missing Secondary Valuation that supports the appraisal value from one of the following: Collateral Desktop Analysis (CDA) from Clear Capital, Appraisal Risk Review (ARR) from Stewart Valuation Intelligence or Consolidated Collateral Analysis .(CCA)from Consolidated Analytics
6/19 Client provided an LCA score of X.X
satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX > is above guideline minimum credit score XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has significant time at current job, XXX years.
 
409063083
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:  Median FICO XXX > is above guideline minimum credit score XXX.
 
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  Co-Borrower has significant time at current job, XXX years.
 
409063084
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: DTI below guideline requirement
- XXX Comments:  The total DTI is XXX%
 
CFCFS3834: Borrower does not have any major mortgage related occurrences during the past two years
- XXX Comments:  Borrowers have no late payments on the mortgage history
 
409063085
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 XXX job
 
CFCFS3834: Borrower does not have any major mortgage related occurrences during the past two years
- XXX Comments:  Borrowers have no late payments on the mortgage history
 
409063086
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:  Significant time at current residence, XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX> is above guideline minimum credit score XXX.
 
409063087
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
CD dated XXX Loan Disclosures - Escrow Account; will not have an escrow account because you  declined it or your lender does not offer one.  A selection was not indicated.
07/13/2026 Client provided a corrected copy of PCCDXXX e-signed CD with correction.
Condition Satisfied.
Non-Numeric
Not Applicable
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  Borrower has XXX years at current job
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  The total DTI is XXX%
 
409063088
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
Title
Satisfied
D
A
D
A
CRDTIL796
Missing Title
No
 Missing Title.
7.14.2026 Client provided copy of Title
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX > is above guideline minimum credit score XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Significant time at current residence, XXX years.
 
409063089
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:  Significant time in profession, XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX  > is above guideline minimum credit score XXX.
 
409063090
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
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.
7.24.2026 Client provided Loan details report w/QM Safe Harbor status determination
Condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX FICO exceeds guideline of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX DTI below guideline of 49XXX.99.
 
409063090
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
CRDAPP4625
The orig file does not contain a third party fraud report
No
Missing a third party fraud report.
7.24.2026 Client provided third party fraud report
Condition satisfied
Not Applicable
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX FICO exceeds guideline of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX DTI below guideline of 49XXX.99.
 
409063090
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
Title
Satisfied
C
A
C
A
CRDTIL100
Potential title issue
No
Missing proof that item #13 (UCC filing) was removed.
7.24.2026 Client provided UCC financing statement amendment termination
condition satisfied
(No Data)
Not Applicable
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX FICO exceeds guideline of XXX.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX DTI below guideline of 49XXX.99.
 
409063091
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
Affiliate Business Disclosure is missing.
07/13/2026 Client provided a sign letter reflecting that the Lender does not have any Business Affiliates to produce a disclosure.
Condition Satisfied.
(No Data)
Not Applicable
CFCFS1736: Significant time at current residence
- XXX Comments:  Significant time at current residence, XXX years.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  Median FICO XXX > is above guideline minimum credit score XXX.
 
409063092
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:  Median FICO XXX > is above guideline minimum credit score XXX.
 
CFCFS1736: Significant time at current residence
- XXX Comments:  Significant time at current residence, XXX years.
 
409064223
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:  Verified reserves of $XXX exceed guideline requirement of $XXX for subject PITI $XXX x XXX + REO: $XXX x XXXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
409064223
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
Credit
Insurance
Satisfied
A
A
A
A
CRDINSR5351
Insurance Effective date is greater than the transaction date
No
Hazard Insurance Policy effective date XXX; disbursement date XXX.
(No Data)
(No Data)
Not Applicable
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 + REO: $XXX x XXXX
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  XXX% DTI is below guideline maximum of XXX%
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX credit score exceed guideline minimum of XXX
 
409064224
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.
 
CFCFS1740: Mortgage payment history exceeds guidelines
- XXX Comments:  Borrowers have XXX-months housing payment history 0x30.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
409064226
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 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.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
CFCFS2854: Significant time in profession
- XXX Comments:  XXX years in same line of work.
 
409064227
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
CFCFS1735: Co-Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 
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.
 
409064230
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.
 
CFCFS1741: Credit score exceeds guidelines
- XXX Comments:  XXX mid score > min required of XXX.
 
CFCFS1734: Borrower has significant time at current job
- XXX Comments:  XXX years with same employer.
 
CFCFS1744: DTI below guideline requirement
- XXX Comments:  Borrowers DTI XXX% is below guideline maximum XXX%.
 



Client Name:
       
Client Project Name:
SEMT 2026-11_AssetCo
   
Start - End Dates:
4/16/2026 - 8/21/2026
   
Deal Loan Count:
246
     
         
Conditions Report 2.0
       
         
Loans in Report:
246
     
Loans with Conditions:
154
     

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
409052595
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409053063
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Not Applicable
409057276
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057368
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
No
409057390
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057401
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057532
XXXXXX
XXXXXX
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Not Applicable
409057570
XXXXXX
XXXXXX
C
A
A
A
C
A
A
A
C
A
A
A
C
A
A
A
Not Applicable
409057599
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057621
XXXXXX
XXXXXX
D
A
D
A
D
A
D
A
D
A
D
A
D
A
D
A
No
409057639
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057668
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409057694
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409057708
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057710
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057711
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
409057722
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
409057729
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409057735
XXXXXX
XXXXXX
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
Not Applicable
409057746
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
409058069
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
409058152
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058160
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
409058161
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058182
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058205
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058215
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
409058219
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
409058223
XXXXXX
XXXXXX
D
A
D
A
C
A
A
A
D
A
D
A
C
A
A
A
No
409058241
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058250
XXXXXX
XXXXXX
D
B
D
A
A
A
D
B
D
B
D
A
A
A
D
B
Not Applicable
409058259
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
409058274
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409058275
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058276
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
409058279
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058287
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058297
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058299
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
409058305
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058327
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409058328
XXXXXX
XXXXXX
C
B
C
A
A
A
C
B
C
B
C
A
A
A
C
B
Not Applicable
409058341
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
No
409058344
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
No
409058345
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409058348
XXXXXX
XXXXXX
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Not Applicable
409058376
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058378
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058381
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
409058400
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
409058406
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058407
XXXXXX
XXXXXX
C
A
C
A
C
A
B
A
C
A
C
A
C
A
B
A
No
409058416
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409058417
XXXXXX
XXXXXX
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
Not Applicable
409058425
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409058435
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058439
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058442
XXXXXX
XXXXXX
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Not Applicable
409058444
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Not Applicable
409058445
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058448
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
409058743
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
409058748
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409058751
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409058769
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058787
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409058789
XXXXXX
XXXXXX
C
A
A
A
C
A
A
A
C
A
A
A
C
A
A
A
Not Applicable
409058790
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409058797
XXXXXX
XXXXXX
D
B
D
A
D
A
B
B
D
B
D
A
D
A
B
B
No
409058807
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058837
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058848
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409058861
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409058868
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409058872
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
409058876
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058885
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409058897
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058903
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058908
XXXXXX
XXXXXX
D
A
C
A
D
A
A
A
D
A
C
A
D
A
A
A
Not Applicable
409058928
XXXXXX
XXXXXX
D
A
A
A
A
A
D
A
D
A
A
A
A
A
D
A
Not Applicable
409058963
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058981
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409058982
XXXXXX
XXXXXX
D
A
C
A
A
A
D
A
D
A
C
A
A
A
D
A
No
409059006
XXXXXX
XXXXXX
D
A
B
A
A
A
D
A
D
A
B
A
A
A
D
A
No
409059009
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059012
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Yes
409059013
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059015
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059023
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059030
XXXXXX
XXXXXX
D
A
D
A
C
A
D
A
D
B
D
A
C
B
D
A
Not Applicable
409059032
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059039
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059055
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059056
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
409059058
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409059071
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409059085
XXXXXX
XXXXXX
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
No
409059093
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
409059108
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409059113
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059114
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059116
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059117
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
409059119
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409059153
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059168
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
409059170
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409059173
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
409059174
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059179
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
409059184
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059192
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059196
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059199
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
409059204
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409059223
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059236
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059245
XXXXXX
XXXXXX
D
B
C
B
D
A
C
A
D
B
C
B
D
A
C
A
No
409059247
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
409059258
XXXXXX
XXXXXX
C
B
A
A
C
B
A
A
C
B
A
A
C
B
A
A
Not Applicable
409059282
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059289
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059309
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059331
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409059333
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059365
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059367
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059381
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059396
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059398
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059406
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059434
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059456
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059461
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409059469
XXXXXX
XXXXXX
C
B
C
B
A
A
C
A
C
B
C
B
A
A
C
A
Not Applicable
409059634
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059640
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059650
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
409059652
XXXXXX
XXXXXX
C
B
C
B
A
A
A
A
C
B
C
B
A
A
A
A
Yes
409059653
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059665
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
Not Applicable
409059666
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059681
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059697
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059711
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
409059728
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059746
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059751
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059753
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409059761
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059764
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409059770
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059774
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059815
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059838
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409059841
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Not Applicable
409059846
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409059853
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059890
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409059892
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
409059899
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059909
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059910
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059916
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
No
409059917
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059938
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409059946
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059989
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409059990
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060014
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060021
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060220
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Yes
409060234
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060525
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409060531
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409060544
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409060549
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060550
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060602
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060616
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409060622
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060626
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060660
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060661
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
Not Applicable
409060663
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409060998
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061004
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409061020
XXXXXX
XXXXXX
D
B
D
A
A
A
C
B
D
B
D
A
A
A
C
B
Not Applicable
409061028
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
409061048
XXXXXX
XXXXXX
D
A
A
A
D
A
D
A
D
A
A
A
D
A
D
A
Not Applicable
409061059
XXXXXX
XXXXXX
D
B
D
B
A
A
D
A
D
B
D
B
A
A
D
A
Not Applicable
409061060
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
409061064
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061065
XXXXXX
XXXXXX
C
B
B
B
A
A
C
A
C
B
B
B
A
A
C
A
Not Applicable
409061066
XXXXXX
XXXXXX
B
B
B
B
A
A
A
A
B
B
B
B
A
A
A
A
Not Applicable
409061072
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
409061080
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061087
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
409061094
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061103
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061110
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061113
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061128
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061156
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061159
XXXXXX
XXXXXX
C
A
A
A
A
A
C
A
C
A
A
A
A
A
C
A
No
409061161
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061163
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061164
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061178
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
No
409061183
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061185
XXXXXX
XXXXXX
C
A
C
A
A
A
A
A
C
A
C
A
A
A
A
A
No
409061189
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
409061221
XXXXXX
XXXXXX
D
A
D
A
A
A
D
A
D
A
D
A
A
A
D
A
Not Applicable
409061223
XXXXXX
XXXXXX
B
B
A
A
A
A
B
B
B
B
A
A
A
A
B
B
Not Applicable
409061246
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061257
XXXXXX
XXXXXX
B
A
B
A
A
A
A
A
B
A
B
A
A
A
A
A
Not Applicable
409061305
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061315
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061337
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409061345
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061353
XXXXXX
XXXXXX
D
B
B
B
A
A
D
A
D
B
B
B
A
A
D
A
Not Applicable
409061354
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409061370
XXXXXX
XXXXXX
D
A
D
A
A
A
C
A
D
A
D
A
A
A
C
A
Not Applicable
409062741
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409062746
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409062791
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409062946
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409063080
XXXXXX
XXXXXX
D
B
A
A
D
A
C
B
D
B
A
A
D
A
C
B
Not Applicable
409063081
XXXXXX
XXXXXX
C
B
A
A
C
B
A
A
C
B
A
A
C
B
A
A
No
409063082
XXXXXX
XXXXXX
D
A
D
A
D
A
A
A
D
A
D
A
D
A
A
A
Not Applicable
409063083
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409063084
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409063085
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409063086
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Yes
409063087
XXXXXX
XXXXXX
C
B
A
A
A
A
C
B
C
B
A
A
A
A
C
B
Not Applicable
409063088
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
Not Applicable
409063089
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Yes
409063090
XXXXXX
XXXXXX
D
A
D
A
A
A
A
A
D
A
D
A
A
A
A
A
No
409063091
XXXXXX
XXXXXX
B
A
A
A
A
A
B
A
B
A
A
A
A
A
B
A
Not Applicable
409063092
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409064223
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409064224
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409064226
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409064227
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable
409064230
XXXXXX
XXXXXX
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Not Applicable