Pricing Exception Tracking & Analysis

statistical variance for pricing in fair lending

Pricing exceptions continue to be a focal point for regulators evaluating fair lending risk. Discretionary pricing, exception authority, and inconsistent documentation can produce disparities even when policies are neutral. TCA helps institutions strengthen exception tracking, monitoring, and reporting to reduce regulatory, compliance, and reputation risk.

We provide rigorous pricing exception tracking and analysis to help you uncover disparities, support defensible decisions, and strengthen your pricing governance and fair lending posture.

Key Areas of Review

TCA evaluates:

  • Exception authority and escalation
  • Approval and override practices
  • Documented rationales
  • Training and accountability
  • Monitoring and periodic testing
  • Compensation structures
  • Pricing matrices and fee schedules

Analytical Components

Pricing exception analysis may incorporate:

  • Comparative prohibited basis group testing
  • Statistical variance analysis
  • Peer and market benchmarking
  • Trend analysis over time
  • Outlier investigations
  • Root cause assessments

Enhancing Program Controls

TCA provides actionable recommendations to strengthen:

  • Exception logging and tracking
  • Governance and documentation
  • Reporting for management and the board

Additional Fair Lending Topics

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Three Hot CRA Concerns

By | October 20, 2020

Minding the pandemic, election and social issues is a lot to focus on but bankers will have to add the Community Reinvestment Act (CRA) to their full plates. There are three hot CRA topics on which to focus since CRA is still very much on the regulatory agencies’ minds. Despite 2020 upending CRA lending programs, […]

mortgage symbol

Loan Servicing & Loss Mitigation Are Fair Lending Risks Too!

By | May 28, 2020

As we are all in this unusual time of a pandemic with various levels of lockdowns and social restrictions and the resulting economic downturn, unemployment and business closures, many financial institutions are trying to wade through processes on how to help their customer base through modifications, deferments, waiving of fees and loan proceeds for small […]

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Do These Activities Qualify for CRA Credits?

By | May 22, 2020

COVID-19 has caused nationwide turmoil, including in the financial services industry. Banks have been flooded with inquiries regarding deferral of payments, modification of loan provisions and loan requests to keep businesses afloat. Many banks have asked TCA whether certain activities would be considered as CRA credits or qualified community development activities. The first of many […]

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CRA Thresholds Announced for 2020

By | December 31, 2019

The annual CRA asset-size thresholds for covered financial institutions were announced on December 30, 2019 applicable for 2020. The cutoff adjustments are based on the change in the CPI (Consumer Price Index) for each 12-month period ending in November, rounded to the nearest million. As a result of the 1.62% increase in the CPI, the […]

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CRA Public File Is No April Fools’ Joke!

By | March 25, 2019

April 1st is known as April Fools’ day, a time to play tricks and pranks. Some historians have noted that April Fools’ Day dates to 1582. It is speculated that the start of the new year had moved to January 1st and people who were slow to get the news and/or continued celebrating the new […]

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CRA Asset-size Thresholds Announced for 2019

By | December 21, 2018

The annual CRA asset-size thresholds for covered financial institutions were announced on December 20, 2018 applicable for 2019. The cutoff adjustments are based on the change in the CPI (Consumer Price Index) for each 12-month period ending in November, rounded to the nearest million. As a result of the 2.59% increase in the CPI, the […]

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We’re here to review your current compliance strategy and help you find A Better Way to manage risk.

Phone

800-934-REGS

Email for Non-Confidential Information Only

[email protected]

Office Location

2021 Midwest Road, Suite 200,
Oak Brook, IL 60523

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