What options throughout the workflow are related to HMDA reporting?

The items below are collected on pages throughout the transaction when HMDA Applies is selected on the Loan Definition page.
  • Demographics page
    • Exclude their age and report 'not applicable' for HMDA
  • Financial Analysis
    • HMDA Credit Scoring Model
    • Credit Score Used in Interface
  • Loan Definition
    • Partially Exempt per S. 2155
    • Business or Commercial Purpose
    • Universal Loan Identifier (ULI)
    • Preapproval
    • Loan Purpose
    • Submission of Application
  • Collateral
    • Reported Collateral
      • Select the collateral you wish to report
      • Exclude Property Value for HMDA
      • Geocoding
        • MSA Metropolitan Area Number
        • State Code
        • County Code
        • County 5
        • Census Tract
        • Census Tract 11
    • Collateral Details
      • Construction Method
      • Manufactured Home Land Property Interest
      • Manufactured Home Secured Property Type
      • Occupancy Status Type
      • # of Units
  • Calculations
    • Calculations Results
      • Ratios
        • Exclude from HMDA for CLTV
        • Exclude from HMDA for Debt to Income
        • Exclude from HMDA for Total Income
    • Underwriting Information Section
      • Automated Underwriting
        • System and Results (up to 5)
      • Origination/Disposition
        • Action Taken
        • Action Taken Date
        • Reasons for Denial (up to 4)
        • Type of Purchaser
        • Initially Payable to Your Institution
    • Rate Spread
  • HMDA
    • File Name (HMDA Wiz licensed)
    • Preview LAR Record (The Action Taken Date on Calculations page must be January 1, 2018 or later)
    • Insert LAR Record/Update LAR Record (HMDA Wiz licensed)
    • Create LAR Record (not licensed for HMDA Wiz)