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Aggregate Reports 2018

David Roell edited this page May 3, 2019 · 13 revisions

Aggregate Report Tables

Name: Reporting Financial Institutions (Table i)

LIST OF FINANCIAL INSTITUTIONS WHOSE DATA MAKE UP THE 2018 MSA/MD AGGREGATE REPORT

Report Structure

table: Reporting Financial Institutions
type: Aggregate
desc: List Of Financial Institutions Whose Data Make Up The 2018 MSA/MD Aggregate Report
year
report-date
msa

2017 Report Table i Example

Overall Table Filters

  • Includes only institutions whose data make up the 2018 MSA/MD Aggregate Report for that MSA

Dispositions

This table will not include any dispositions, as we will no longer distinguish between institutions who have a home or branch office in the MSA/MD and institutions who do not have a home or branch office in the MSA/MD.

Name: Applications by Tract (Table 1)

DISPOSITION OF LOAN APPLICATIONS, BY LOCATION OF PROPERTY AND TYPE OF LOAN

Report Structure

table: Applications by Tract
type: Aggregate
desc: Disposition of loan applications, by location of property and type of loan
year: 2018
report-date
msa

2017 Table 1 Report Example

Overall Table Filters

  • Breaks down the Action Taken type by State-County-Tract Number
  • Subtotaled by Action Taken Type 1, 2, 3, 4, 5

Census Tract Categorization

  • State/County/Tract Number

Dispositions

This table includes the following dispositions:

Loan Type

  • FHA, FSA/RHS & VA (A): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 2, 3, 4
  • Conventional (B): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 1
  • Refinancings (C): Total Units = 1 through 4; Purpose of Loan = 31, 32
  • Home Improvement Loans (D): Total Units = 1 through 4; Purpose of Loan = 2
  • Loans on Dwellings For 5 or More Families (E): 5+ Units
  • Nonoccupant Loans from Columns A, B, C ,& D (F): All loans from columns A through @ where Occupancy Type = 2, 3
  • Loans On Manufactured Home Dwellings From Columns A, B, C & D (G): Construction Method = 2

(A), (B), (C), (D) = Categorized as Loans on 1-to-4 Family and Manufactured Home Dwellings
(A), (B) = Sub-categorized as Home Purchase Loans

Action Taken

  • Applications Received: Action Taken = 1, 2, 3, 4, and 5
  • Loans Originated: Action Taken = 1
  • Applications Approved but not Accepted: Action Taken = 2
  • Applications Denied by Financial Institution: Action Taken = 3
  • Applications Withdrawn by Applicant: Action Taken = 4
  • File Closed for Incompleteness: Action Taken = 5

Name: Loans Purchased by Tract (Table 2)

LOANS PURCHASED, BY LOCATION OF PROPERTY AND TYPE OF LOAN

Report Structure

table: Loans Purchased by Tract
type: Aggregate
desc: Disposition of loan applications, by location of property and type of loan
year: 2018
report-date
msa

2017 Table 2 Report Example

Overall Table Filters

  • Breaks down the Action Taken type by State-County-Tract Number
  • Subtotaled by Action Taken Type 6

Census Tract Categorization

  • State/County/Tract Number

Dispositions

This table includes the following dispositions:

Loan Type

  • FHA, FSA/RHS & VA (A): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 2, 3, 4
  • Conventional (B): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 1
  • Refinancings (C): Total Units = 1 through 4; Purpose of Loan = 31, 32
  • Home Improvement Loans (D): Total Units = 1 through 4; Purpose of Loan = 2
  • Loans on Dwellings For 5 or More Families (E): 5+ Units
  • Nonoccupant Loans from Columns A, B, C ,& D (F): All loans from columns A through @ where Occupancy Type = 2, 3
  • Loans On Manufactured Home Dwellings From Columns A, B, C & D (G): Construction Method = 2

(A), (B), (C), (D) = Categorized as Loans on 1-to-4 Family and Manufactured Home Dwellings
(A), (B) = Sub-categorized as Home Purchase Loans

Action Taken

  • Purchased Loans: Action Taken = 6

Name: Applications by Race and Sex (Table 4.1)

DISPOSITION OF OF LOAN APPLICATIONS, BY RACE AND SEX OF APPLICANT

table: Applications by Race and Sex
type: Aggregate"
desc: Disposition of loan applications, by race and sex of applicant
year 2018
report-date
msa

2017 Table 4.1 Example

Overall Table Filters

  • Breaks down Race and Sex by characteristics
  • Subtotaled by Action Taken Type 1, 2, 3, 4, 5, 6

Race and Sex Characteristics

Race and Sex Characteristics

Dispositions

This table includes the following dispositions:

Action Taken

  • Applications Received: Action Taken = 1, 2, 3, 4, and 5
  • Loans Originated: Action Taken = 1
  • Applications Approved but not Accepted: Action Taken = 2
  • Applications Denied by Financial Institution: Action Taken = 3
  • Applications Withdrawn by Applicant: Action Taken = 4
  • File Closed for Incompleteness: Action Taken = 5
  • Purchased Loans: Action Taken = 6

Name: Applications by Ethnicity and Sex (Table 4.2)

DISPOSITION OF LOAN APPLICATIONS, BY ETHNICITY AND SEX OF APPLICANT

table: Applications by Ethnicity and Sex
type: Aggregate
desc: Disposition of loan applications, by ethnicity and sex of applicant
year 2018
report-date
msa

2017 Table 4.1 Example

Overall Table Filters

  • Breaks down Ethnicity and Sex by characteristics
  • Subtotaled by Action Taken Type 1, 2, 3, 4, 5, 6

Ethnicity and Sex Characteristics

Ethnicity and Sex Characteristics

Dispositions

This table includes the following dispositions:

Action Taken

  • Applications Received: Action Taken = 1, 2, 3, 4, 5, and 6
  • Loans Originated: Action Taken = 1
  • Applications Approved but not Accepted: Action Taken = 2
  • Applications Denied by Financial Institution: Action Taken = 3
  • Applications Withdrawn by Applicant: Action Taken = 4
  • File Closed for Incompleteness: Action Taken = 5
  • Purchased Loans: Action Taken = 6

Name: Applications by Income, Race, and Ethnicity (Table 5)

DISPOSITION OF LOAN APPLICATIONS, BY INCOME, RACE, AND ETHNICITY OF APPLICANT

Report Structure

2017 Report Example

table: Applications by Income, Race, and Ethnicity
type: Aggregate
desc: Disposition of loan applications by income, race and ethnicity of applicant
year report-date year 2018 applicantincomes

Overall Table Filters

  • Breaks down the Action Taken type by State-County-Tract Number
  • Subtotaled by Action Taken Type 1, 2, 3, 4, 5, 6

Borrower Characteristic Categorization

Dispositions

This table includes the following dispositions: Loan Type

  • FHA, FSA/RHS & VA (A): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 2, 3, 4
  • Conventional (B): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 1
  • Refinancings (C): Total Units = 1 through 4; Purpose of Loan = 31, 32
  • Home Improvement Loans (D): Total Units = 1 through 4; Purpose of Loan = 2
  • Loans on Dwellings For 5 or More Families (E): 5+ Units
  • Nonoccupant Loans from Columns A, B, C ,& D (F): All loans from columns A through @ where Occupancy Type = 2, 3
  • Loans On Manufactured Home Dwellings From Columns A, B, C & D (G): Construction Method = 2

(A), (B), (C), (D) = Categorized as Loans on 1-to-4 Family and Manufactured Home Dwellings (A), (B) = Sub-categorized as Home Purchase Loans

Action Taken

  • Applications Received: Action Taken = 1, 2, 3, 4, and 5
  • Loans Originated: Action Taken = 1
  • Applications Approved but not Accepted: Action Taken = 2
  • Applications Denied by Financial Institution: Action Taken = 3
  • Applications Withdrawn by Applicant: Action Taken = 4
  • File Closed for Incompleteness: Action Taken = 5
  • Purchased Loans: Action Taken = 6

Name: Applications by Median Age of Homes (Table 9)

DISPOSITION OF LOAN APPLICATIONS, BY MEDIAN AGE OF HOMES AND TYPE OF LOAN

table: Applications by Median Age of Homes type: Aggregate desc: Disposition of loan applications, by median age of homes and type of loan year 2018 report-date msa

2017 Table 9 Example

Overall Table Filters

  • Breaks down the Action Taken type by State-County-Tract Number
  • Subtotaled by Action Taken Type 1, 2, 3, 4, 5

Census Tract Characteristics

Dispositions

This table includes the following dispositions:

Loan Type

  • FHA, FSA/RHS & VA (A): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 2, 3, 4
  • Conventional (B): Total Units = 1 through 4; Purpose of Loan = 1; Loan Type = 1
  • Refinancings (C): Total Units = 1 through 4; Purpose of Loan = 31, 32
  • Home Improvement Loans (D): Total Units = 1 through 4; Purpose of Loan = 2
  • Loans on Dwellings For 5 or More Families (E): 5+ Units
  • Nonoccupant Loans from Columns A, B, C ,& D (F): All loans from columns A through @ where Occupancy Type = 2, 3
  • Loans On Manufactured Home Dwellings From Columns A, B, C & D (G): Construction Method = 2

(A), (B), (C), (D) = Categorized as Loans on 1-to-4 Family and Manufactured Home Dwellings (A), (B) = Sub-categorized as Home Purchase Loans

Action Taken

  • Applications Received: Action Taken = 1, 2, 3, 4, and 5
  • Loans Originated: Action Taken = 1
  • Applications Approved but not Accepted: Action Taken = 2
  • Applications Denied by Financial Institution: Action Taken = 3
  • Applications Withdrawn by Applicant: Action Taken = 4
  • File Closed for Incompleteness: Action Taken = 5

Related GitHub Tickets for Aggregate Reports

Table i: Reporting Financial Institutions Table 1: Applications by Tract Table 2: Loans Purchased by Tract Table 4.1: Applications by Race and Sex Table 4.X: Applications by Ethnicity and Sex Table 5: Applications by Income, Race, and Ethnicity Table 9: Applications by Median Age of Homes