Archive

September 2026

2026 HMDA Data: Your Filing Checklist for the March 1, 2027 Deadline

September 29, 2026 RATA Associates 11 min read
2026 HMDA Data: Your Filing Checklist for the March 1, 2027 Deadline

HMDA data collected during 2026 is due on the HMDA Platform by March 1, 2027. That date is a Monday, so this cycle has no weekend shift to plan around. Whether this is your first filing or your thirtieth, working through a structured preparation process is what keeps the last week of February from turning into a scramble. This checklist covers the steps compliance officers should complete before submitting, and every requirement in it is linked to the FFIEC or CFPB document it comes from. The governing document for this cycle is the 2026 Filing Instructions Guide (FIG), which the FFIEC describes as the guide for "HMDA data collected in 2026" filed with the CFPB in 2027. Key Dates for the 2027 Filing Regulation C sets the annual deadline at March 1 following the calendar year the data…

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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 11 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 six are the questions we would ask any vendor in this category, including ourselves. What does fair lending…

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  • 40 minutes, screen-shared. A live walkthrough on RATA sample data, driven by your questions rather than a script.
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