ATR QM

Last Updated Tool Name
01/27/2023 Ability-to-Repay and Qualified Mortgage Training
01/27/2023 Qualified Mortgage (QM) Flowchart for Small Creditors
01/23/2023 QM Small Creditor Exception Policy
01/23/2023 HPML HPCT Higher Cost Mortgage Comparison
01/23/2023 Balloon Qualified Mortgage (QM) Checklist Small Creditor
01/23/2023 ATR/QM Matrix
01/23/2023 ATR/QM Balloon Payment Exception Policy
01/23/2023 Ability to Repay and Qualified Mortgage Policy
01/23/2023 Ability to Repay and Qualified Mortgage Audit Worksheet
01/01/2023 Points and Fees Calculator
01/01/2023 ATR/QM Comparison Chart
01/01/2023 Qualified Mortgages and Appendix Q Training
01/01/2023 Board of Directors Qualified Mortgage Training
11/30/2022 Characteristics of a Loan Request Matrix
09/29/2022 ATR/QM Balloon Temporary Small Lender Exception Policy
08/22/2022 Balloon Qualified Mortgage Checklist Small Creditor
07/06/2021 General Qualified Mortgage Checklist
01/22/2021 Ability to Repay and Qualified Mortgage Rule Summary
01/05/2021 Qualified Mortgage Definition under the Truth in Lending Act (Regulation Z): General QM Loan Definition
12/18/2020 Final Rule Qualified Mortgage Definition under the Truth in Lending Act (Regulation Z): Seasoned QM Loan Definition
09/14/2020 Proposed Rule Summary: QM Definition Under TILA (Reg Z): Extension of Sunset Date, General QM Loan Definition, Seasoned QM Definition
06/26/2020 Fees and Charges Matrix
11/12/2019 Qualified Mortgage (QM) Checklist for Small Creditors
11/07/2019 Balloon Qualified Mortgage (QM) Checklist Rural and Underserved Creditor
05/11/2015 Mortgage Origination Audit Worksheet
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