Find out more about ComplyBI demonstration today
Simply fill out the form below and we will show you exactly what ComplyBI can do with your own compliance data!
or call (407) 831-7282 — Mon–Fri, 8:00–5:00 Eastern
- Trusted since 1987
- 39+ years
- FFIEC compliant
Stop Building Spreadsheets. Start Making Decisions.
ComplyBI is the next generation of reporting and business intelligence for the RATA Comply™ Suite, transforming your compliance data into powerful, interactive dashboards, visual analytics, and executive-level reporting.
Instead of spending hours exporting data into spreadsheets and manually creating reports, ComplyBI gives compliance officers, analysts, executives, and board members immediate access to meaningful insights through dynamic dashboards that update directly from your Comply database. Because it reads from the same Comply database RATA has built for financial institutions since 1987, every dashboard reflects HMDA, CRA, Fair Lending and Section 1071 data that has already passed the Comply Suite's FFIEC edit checks and 95%+ accurate geocoding — not a second, unvalidated copy of your data.
With ComplyBI you can:
- Create interactive dashboards for HMDA, CRA, Fair Lending, and Small Business Lending (Section 1071)
- Monitor lending performance with real-time charts and visual analytics
- Automate recurring management, committee, and board reports
- Identify trends, outliers, and potential compliance risks before they become examination issues
- Visualize geographic lending patterns, peer comparisons, assessment area performance, and demographic data
- Replace complex Excel spreadsheets with centralized, easy-to-understand reporting
- Build custom reports and dashboards tailored to your institution's unique needs
Unlike traditional compliance software that simply stores data, ComplyBI turns your compliance information into actionable business intelligence. Whether you are preparing for an examination, presenting to executive management, responding to auditors, or identifying lending opportunities, ComplyBI provides the visual tools needed to make faster, more informed decisions.
ComplyBI is fully integrated with the RATA Comply Suite, ensuring your dashboards and reports always reflect the most current HMDA, CRA, Fair Lending, and SBL information without duplicate data entry or manual imports.
Ready to see RATA ComplyBI?
A specialist walks you through it on RATA sample data, thirty to forty-five minutes, whenever suits you. Nothing to prepare.
Schedule Demo or call (407) 831-7282
What our clients say
RATA provides the tools and resources to assist with lending pattern analysis for fair lending and CRA to maintain appropriate monitoring and reporting. The staff at RATA are helpful and will provide assistance quickly when needed.
Margaret Dolinger
TCA
The support has been exceptional. The program is very easy to use. RATA has been one of the best companies I have dealt with in my 25 years of banking. Their service has exceeded my expectations.
Mark Mitchell
Panhandle State Bank
RATA Associates is one of the greatest companies I've known. It's been a pleasure adding my 2 cents to RATA Comply improvements (Fair Lending with Advanced Analysis/Regression option) that benefit everyone and help many companies in the mortgage industry to stay compliant.
Leo Batura
Pacific Union Financial LLC
