I think some of the "expectation" in my case came from a previous compliance officer providing the data. Either way - here it is straight from my exam request letter...
Field Request (please append to the right of existing HMDA LAR fields)
1. Product Type (Flex 97, Conforming 30 Year Fixed, etc.)
2. Investor name
3. Lock Date
4. Lock Period
5. Total Loan Amount
6. Base Loan Amount
7. Loan Term in Months
8. Note Rate
9. APR
10. Lender Fees
11. Discount Fees
12. Lender Credits
13. Broker Fees Paid by Borrower (if applicable)
14. Investor Price Net of Loan Level Pricing Adjustments (i.e. 101.5)
15. Credit Score Used for Underwriting and Loan Pricing
16. LTV
17. CLTV
18. DTI Used in the Underwriting Decision
19. Institution Defined Property Type – SFR, multi-unit condo etc.
20. Documentation Type (full, streamline, none, etc.)
21. Final Automated Underwriting Decision
22. Cash Out Refinance (Y/N)
23. Escrow Waiver (Y/N)
24. Mortgage Insurance Premium (Y/N)
25. Prepayment period Penalty (Y/N)
26. Interest Only (Y/N)
27. ARM Loan (Y/N)
28. Rural Property (Y/N)
29. Balloon Loan (Y/N)
30. Portfolio or Secondary Market Loan
31. Channel Where Loan Originated
32. Branch Where Loan Originated
33. Loan Officer or Broker Code
34. Presence of Underwriting Exception (Y/N)
35. Type of Underwriting Exception
36. Presence of Price Exception (Y/N)
37. Type of Price Exception
38. Amount of Price Exception in Note Rate (if applicable)
39. Amount of Fee Exception (if applicable)
40. Broker or Loan Officer Compensation (Dollars)