Last Week, This Morning

November 11, 2024

Below you will find several key developments in the financial services industry, including related developments in information privacy and data security, from the past week. We add an "Amicus Brief(ly)[1]" comment to each item, where we briefly (see what we did there?) note for friends (and again?) of CounselorLibrary the important takeaways from the developments outlined in the email. Our legal reporters - CARLAW, HouseLaw, InstallmentLaw, PrivacyLaw, and BizFinLaw - provide more comprehensive, real-time updates of federal and state laws, regulations, litigation, and other industry items of interest. For a personal guided tour and free trial of any of these legal reporters, please contact Michael Willer at 614-855-0505 or mwiller@counselorlibrary.com.

FTC Obtains TRO Against Debt Collection Company and Owner

On November 4, the Federal Trade Commission announced that a federal district court issued a temporary restraining order against a debt collection company and its owner for allegedly engaging in deceptive and abusive debt collection practices in violation of the FTC Act, the Fair Debt Collection Practices Act and its implementing Regulation F, and the Gramm-Leach-Bliley Act. The court's TRO freezes the company's assets and puts it under the control of a court-appointed receiver.

Specifically, the FTC alleged that the company called and emailed consumers to collect debts that the consumers did not actually owe or that the company was not authorized to collect. In addition, the FTC alleged that, in voicemails left on consumers' phones and in emails sent to consumers, the company did not disclose that it was a debt collector attempting to collect a debt and threatened consumers with legal action unless the consumers called back. The company also allegedly contacted consumers' family members about purported debts, making similar threats of legal action, and, in many instances, continued to call consumers' family members even after it located the consumers who purportedly owed the debts. And the company allegedly failed to provide consumers, either in its initial communication or in writing within five days after the initial communication, a validation notice containing information about the purported debt and the creditor and the consumers' ability to dispute the debt. Finally, the FTC alleged that the company told consumers that legal action, such as wage garnishment, asset seizure, or arrest, was pending or would be taken shortly if they did not pay the purported debts and that consumers could avoid legal action by making a payment over the phone by credit or debit card.

Amicus brief(ly): In this TRO, the court states that there is "good cause" to believe that the debt collection company committed 13 specific collection law violations. If proven, those violations include obvious unforced errors, like failure to send a debt validation notice in time and threatening debtors with imprisonment. Anticipating further law violations unless it intervened, the court prohibits the company from committing further debt collection law violations, freezes the company's assets, and moves the operation into a receivership. This is serious stuff, but there are no real nuanced takeaways from this TRO. The alleged violations are pretty basic. Unless the company has a compelling story to refute the FTC's claims, we do not anticipate that it will be able to prevent a preliminary injunction from the court that further entrenches the restrictions imposed on the company.

Short-Term Cash Advance Company Subject to Lawsuit by FTC

On November 5, the Federal Trade Commission filed a complaint for a permanent injunction, monetary judgment, and other relief against a company that operates a personal finance mobile application that offers short-term cash advances, alleging violations of the FTC Act and the Restore Online Shoppers' Confidence Act.

Specifically, the FTC alleged that the company advertises that it offers cash advances of "up to $500" to consumers who download and use its app but that few consumers actually receive amounts of $500 or amounts anywhere near $500. The FTC also alleged that the company advertises that consumers can receive cash advances in an "instant" but that the company actually requires consumers to pay an "Express Fee" to get instant access to money and that fee is not disclosed until after the sign-up process is complete and the consumer has given the company access to his bank account. Consumers who elect not to pay the Express Fee - ranging from $3 to $25 - wait two to three business days to receive their cash advance. The FTC went on to allege that the company imposes a fee of 15% of the cash advance, described by the company as a "tip," and that many consumers are either unaware that the company is charging them this "tip" or unaware that there is any way to avoid being charged the "tip." According to the FTC's allegations, the company also misrepresents that, based on the consumer's payment of the optional "tip," it will pay for or donate a specified number of meals to children in need when, according to the complaint, the company makes only "a token charitable donation - usually $1.50 or less - while keeping the bulk of the [tip] charge for itself." Finally, the FTC alleged that the company charges all consumers, even those who cannot get a cash advance, a $1 membership subscription fee, sometimes without their knowledge or consent.

Amicus brief(ly): This case filed by the FTC against a short-term cash advance company identifies at least one clear "no-no" - advertising a cash advance amount that evidently few applicants could actually get. A basic tenet of credit advertising is that you advertise terms that applicants can qualify for and obtain. And if, in the course of operation, you identify that your product is not reaching the customer base that qualifies for your advertised terms, you adjust the terms or the marketing strategy (or, if necessary, both). The "tip" model has been getting more regulatory attention lately as potentially misleading, so providers should give that part of the complaint a read to make sure that the alleged practices the FTC identifies as misleading are not part of their offering.

Mortgage Lender Settles Charges that It Violated ECOA By Discouraging Prospective Applicants, On Basis of Race, from Applying for Mortgage Loans

On November 1, the Consumer Financial Protection Bureau and a non-depository mortgage lender and broker agreed to a stipulated final judgment and order, resolving allegations that the lender engaged in unlawful discrimination in violation of the Equal Credit Opportunity Act. The CFPB alleged that, from 2014 through 2017, the lender engaged in acts or practices directed at prospective applicants that discouraged them, on the basis of race, from applying to the lender for mortgage loans. The proposed settlement follows a July 2024 decision from the U.S. Court of Appeals for the Seventh Circuit holding that the ECOA prohibits lenders from discouraging, on a prohibited basis, prospective applicants from applying for credit.

The CFPB sued the mortgage lender and its co-founder and chief executive officer in July 2020 for violating Regulation B by making statements on their radio show and podcast discouraging prospective Black applicants from applying for mortgage loans. The defendants moved to dismiss the complaint, arguing that the ECOA does not impose liability for the discouragement of prospective applicants. The trial court agreed and granted the motion, but the Seventh Circuit reversed. Reg. B prohibits creditors from discouraging, on a prohibited basis, applicants or prospective applicants from making or pursuing an application for credit. The ECOA, however, does not specifically mention prospective applicants when it prohibits a creditor from discriminating against any applicant, with respect to any aspect of a credit transaction, on the basis of race, color, religion, national origin, sex or marital status, or age. The ECOA defines "applicant" as "'any person who applies to a creditor directly for an extension, renewal, or continuation of credit, or applies to a creditor indirectly by use of an existing credit plan for an amount exceeding a previously established credit limit.'" The Seventh Circuit noted that the text of the ECOA vested the Federal Reserve Board (and later the CFPB after Congress transferred rulemaking authority from the FRB to the CFPB) with the broad power to prescribe regulations to, among other things, "prevent circumvention or evasion of" the Act. The court further noted that, in 1991, Congress amended the ECOA to require agencies that enforce the Act to refer to the attorney general cases in which they have reason to believe that a creditor has engaged in a pattern or practice of discouraging or denying applications for credit in violation of the Act. Finally, the Seventh Circuit noted that the ECOA prohibits discrimination with regard to "any aspect of a credit transaction." The Seventh Circuit concluded that the text of the ECOA as a whole must be read to include actions taken by a creditor before a prospective applicant submits an application.

If entered by the court, the current proposed settlement with the CFPB would prohibit the lender from taking any actions that violate the ECOA and require the lender to pay a $105,000 civil penalty to the CFPB's victims relief fund.

Amicus brief(ly): This stipulated judgment marks the end of long-running litigation with the mortgage lender over whether and how it discouraged credit applications from consumers protected from discrimination under the ECOA. With the biggest issues settled in the Seventh Circuit's decision back in July 2024, this relatively brief stipulated judgment and order simply puts a tidy ending on the matter and effectively prohibits the lender from engaging in any further ECOA violations. The prescribed actions - maintain a compliance management system specifically designed to ensure ECOA compliance, implement procedures to test for ECOA compliance, and train employees to educate and focus them on ECOA compliance - are consistent with best practices for any creditor in the context of a robust compliance management system.

Treasury Department Releases Strategy to Expand Access to Safe and Affordable Financial Products and Services

On October 29, the Department of the Treasury released the National Strategy for Financial Inclusion in the United States for financial service providers, government agencies, community-based organizations, employers, researchers and academia, and others. The purpose of the Strategy is to advance consumer access to safe financial products and services and strengthen financial security. As noted in the report's Executive Summary, "[t]he ability to fully and beneficially participate in the financial system is a foundation for household financial resilience, well-being, and the opportunity to build wealth. While the United States has a robust financial infrastructure, the financial system does not work well for all consumers. There are significant disparities in how different populations interact with and benefit from financial products and services, particularly members of underserved communities, including people with lower incomes and wealth, people of color, and those in rural areas. These disparities contribute to persistent inequities in broader economic measures. Improving inclusion in the financial system is critical to fostering financial resilience and well-being and addressing wealth inequality."

The Strategy sets forth the following five objectives:

  • promote access to transaction accounts that meet consumer needs by leveraging government-to-consumer payments to encourage account openings, expanding the availability of affordable and tailored accounts that meet the needs of underserved communities, evaluating policies to improve access for underserved communities, promoting instant payments, making investments in mobile and broadband infrastructure, and working to further expand access to digital and in-person banking;
  • increase access to safe and affordable credit by integrating alternative data, such as bank account cash-flow or utility payment history, into credit scoring and credit underwriting models, expanding Special Purpose Credit Programs, and considering ways to improve financial products' structures, such as through forbearance, to support consumer financial health;
  • expand equitable access to savings and investments by improving consumers' ability to save for emergencies and retirement and offering programs or services that educate employees about retirement planning, investment basics, and the importance of starting to save early;
  • improve the inclusivity of financial products and services provided or backed by the government, such as income support programs, Direct File, and the payment channels used to disburse public payments, and identify and implement opportunities to innovate in existing or new products and programs that have minimal fees and are easy to apply for and use; and
  • foster trust in the financial system by protecting consumers from illegal and predatory practices, including rigorously enforcing consumer protection and fair lending laws, developing plain-language product disclosures, information about consumer rights and recourse options, and culturally relevant financial educational resources, and developing benchmarks to measure progress and determine whether financial inclusion is increasing over time.

The report refers to the Strategy as "an actionable roadmap for stakeholders ... to work collaboratively towards a more inclusive financial system" and notes that the "objectives and recommendations are meant to be revisited and built upon over time to advance financial inclusion in the context of emerging trends and opportunities."

Amicus brief(ly): The strategy outlined by the Treasury Department identifies laudable objectives for expanding access to the U.S. financial system. The report identifies some glaring disparities in access to and benefits from the financial system across the country's population and suggests that there is a means for closing the gaps and encouraging industry and the government to try and reach underserved communities. Many providers in the consumer financial services sector have long been in the business of attempting to reach those underserved communities by identifying alternative means of measuring ability to pay and creditworthiness that the report recommends. If the stakeholders engage in the outreach and education measures described in the report, industry and consumers stand to benefit from the increased reach of the system.

CFPB Issues Consent Order Against Largest Credit Union to Resolve Allegations of Improper Overdraft Fees

On November 7, the Consumer Financial Protection Bureau issued a consent order against the country's largest retail credit union, resolving allegations that it engaged in unfair acts or practices in violation of the Consumer Financial Protection Act in connection with the charging of certain overdraft fees.

The credit union offers customers an overdraft service for their checking accounts, authorizing it to impose a $20 charge for each overdraft transaction. First, the CFPB alleged that credit union customers made purchases using their debit cards when their account balances showed sufficient funds to cover the transactions, but, in some circumstances, the credit union charged customers overdraft fees on those transactions because the accounts had negative balances once the purchases posted to the accounts, sometimes days later. The CFPB alleged that the credit union was aware that customers were not likely to understand the details of how overdraft fees are assessed and the complexities of how various transactions are paid after being authorized by a consumer. Second, the CFPB alleged that the credit union charged unanticipated overdraft fees when it delayed posting credits to customers' accounts from funds received through person-to-person payment services, such as Zelle, PayPal, and Cash App, even when those funds appeared to customers to be available for immediate use. The credit union allegedly failed to disclose that funds received through such payment services after a certain time of day are not actually credited to the customer's account until the next business day.

In addition to prohibiting the credit union from charging either overdraft fee in the future, the consent order requires the credit union to pay at least $80,689,100 in consumer redress and a $15 million civil penalty to the Bureau's victims relief fund.

Amicus brief(ly): That consumer redress number of more than $80 million is eye-catching, not only because of its magnitude but also because it focuses just on overdraft fees (and not interest or other fees). The CFPB's crusade against various "junk fees" in the past year or so has been well publicized and documented. In this consent order, the CFPB finds that the credit union collected an average of $236 million in overdraft fees per year between 2017 and 2020 - big numbers. That puts the redress number of $80 million into better context, especially given that the credit union had evidently been adjusting its overdraft fee collection practices during the pendency of the investigation that led to this consent order. If providers that offer overdraft protection on customer accounts or impose overdraft fees have not yet read this recent consent order, we suggest they do as a means of ensuring that their practices align with the expectations of the CFPB.


1 For the unfamiliar, an “Amicus Brief” is a legal brief submitted by an amicus curiae (friend of the court) in a case where the person or organization (the “friend”) submitting the brief is not a party to the case, but is allowed by the court to file the brief to share information or expertise that bears on the issues in the case.