Beyond the video library

Live Comply Software Training

Online with a trainer, or in person — hands-on instruction for anyone who wants to get more out of Comply.

RATA Associates in-person on-site HMDA CRA Fair Lending software training classroom session

With the release of the Comply products, we felt that it was important to give customers some personal, hands-on and cost-effective options to get trained on the software. In addition to our free online video training, we offer “Live” training for anyone who wants to learn how to maximize the use of Comply. Train in the comfort of your own office via GoToMeeting, saving the expense of travel, or choose in-person training either here at RATA or at your institution.

Before scheduling a session, we ask that you and your staff first completely review the free online training videos and Comply documentation. They are very complete and in most cases eliminate the need for live training — there is also a complete User Guide inside Comply itself for specific questions. If you still need training beyond that, contact us to schedule a session.

Web-Hosted Training

Online with a trainer via GoToMeeting. No restrictions on the number of attendees from your institution.

Hourly fee · 1 hour minimum

In-Person / On-Site Training

Either at your location or ours. Each topic — HMDA, CRA, Fair Lending and Regression Analysis — runs 4 hours, or we can work all three into an 8-hour day. The customer is responsible for travel expenses either way.

Priced per person, per topic

For more information and pricing please call Angela at 407-831-7282 or email als[at]rataassociates[dot]com.

Before you schedule

Frequently Asked Questions

What training covers, and whether you need it beyond the free video library.

What training options does RATA offer for Comply software?

RATA offers two training options: (1) Online training via Microsoft Teams with an hourly fee and unlimited attendees from your institution, and (2) In-person training either at your location or RATA facilities, with 4 to 8 hour sessions covering HMDA, CRA, Fair Lending, and Regression Analysis.

Do I need live training if I've watched the free video tutorials?

RATA recommends first reviewing the free online training videos and Comply documentation, which are comprehensive and eliminate the need for live training in most cases. Live training is available for institutions that need additional hands-on instruction or have specific questions.

What topics are covered in RATA Comply software training?

Training covers HMDA compliance, CRA reporting, Fair Lending analysis, and Regression Analysis. Each topic is typically 4 hours, or all topics can be condensed into an 8-hour comprehensive session.

How do I schedule RATA Comply software training?

Contact Angela at 407-831-7282 or email als@rataassociates.com for pricing information and to schedule a training session.

Already using Comply? If you have a minute, tell other compliance teams how it is going.