Archive

September 2026

ComplyBI Live Webinar — See What's Possible

September 15, 2026 RATA Associates 2 min read

Thursday, September 17 | 2:00–3:00 PM ET If you can imagine the analysis, we can build it into a one-click report. Join us for a live ComplyBI webinar and discover an entirely new way to analyze your HMDA, CRA, SBL and Fair Lending data. This will go beyond a traditional product demonstration. We'll show you what becomes possible when your compliance data is truly interactive — from executive dashboards and geographic analysis to trends, comparisons and custom reports designed around the questions you want answered. What You'll See Interactive dashboards and visualizationsManagement and executive reportingHMDA, CRA, SBL and Fair Lending analyticsGeographic and market analysisTrend and comparative analysisCustom, one-click reportsThe growing ComplyBI Report Library Every active…

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How to Evaluate Fair Lending and CRA Software: What to Test Before You Sign

September 1, 2026 RATA Associates 9 min read
How to Evaluate Fair Lending and CRA Software: What to Test Before You Sign

Every fair lending and CRA software evaluation starts the same way: a shortlist of vendors, a run of demos that all look competent, and a decision that has to be defended internally on something firmer than which interface felt nicer. The difficulty is that the differences between these products are mostly invisible in a demo. They show up eighteen months later, in an examination, when someone asks how a number was produced and the honest answer turns out to be that nobody knows. This is a guide to testing for that in advance. It is written from our side of the table — we sell one of these products — so treat the last section as the interested party it is. The first five are the questions we would ask any vendor in this category, including ourselves. What does fair lending…

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What happens next

  • 40 minutes, screen-shared. A live walkthrough on RATA sample data, driven by your questions rather than a script.
  • A specialist, not a relay. The person on the call knows both the software and the regulations behind it.
  • Mid-cycle is normal. Implementation and historical conversion are handled for you, typically inside a day.
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