Getting the Most Out of Comply Webinars
Over the next few months RATA will offer a number of free webinars to existing clients to better illustrate the power and flexibility of the Comply Suite of compliance tools.
Over the years the Comply software has evolved and become even more powerful. New components and functionality have been added with each new version released and sometimes it is hard for customers to appreciate and utilize the full potential of the software. During routine support calls we have noticed that the majority of clients are doing things in ways that are not taking advantage of key features and functionality of the latest software.
For these reasons, we felt it would be in the best interest for all parties involved to go through the key functions of Comply, walk through the basics and also see things that Comply can do that you might not be aware of. We have broken these webinars down it to smaller sections to keep them within an hour and not to overwhelm people with information. These sessions will be held with Microsoft Teams and are available to whomever you think would benefit from your institution. We believe both Managers and Users would benefit.
Sessions will include the following subtopics and more. You are welcome to register for as many scheduled sessions as you'd like simply by clicking on the registration links below each topic.
Space is limited, so don't delay and sign up today!

Processing HMDA/CRA
- Setting up Reporting Entities
- Importing data
- Filtering data
- Exploring different Views
- Calculations
- Global Sets
- Submission
- Auto-Pilot
Date: August 2, 2022
Time: 2pm EST
📅 Click here to Register
Geocoding - Best Practices
- Understanding Geocoding
- Different types of Geocoding
- Zoom Geocoding
- Understanding Precision Codes
- Geocoding Dashboard
Date: August 9, 2022
Time: 2pm EST
📅 Click here to Register
Analysis 201
- Exploring the different predefined reports
- Report Definitions
- Running reports
- Setting up Peer Groups
- Running Peer Reports
- Overview of Datamine and Pivot Tables
- Overview of Dashboards
Date: August 16, 2022
Time: 2pm EST
📅 Click here to Register
Mapping
- Creating Geographic Service Areas/Assessment Areas
- Running basic maps
- Mapping Definitions
- Running multiple maps
- Different mapping uses
- Getting different data on and off the maps
Date: August 23, 2022
Time: 2pm EST
📅 Click here to Register
Basic Fair Lending
- Creating Workspaces and Subspaces
- Creating Snapshots and Datasets
- Running Scorecards
- Scorecard Definitions
- Creating a File Review
- File Review Definitions
- Executive Summaries
Date: August 30, 2022
Time: 2pm EST
📅 Click here to Register
Advanced Fair Lending
- Setting up Regression Models
- Different options for regression variables
- Testing the Models
- Running Regression Scorecards
- Fair Lending Automation
Date: September 6, 2022
Time: 2pm EST
📅 Click here to Register
- 2025 Community Reinvestment Act (CRA) Small Business, Small Farm and Community Development Lending Data: What Changed and What to Do Next
- The CFPB's Semiannual Report: What Narrower Federal Enforcement Means for Fair Lending, HMDA and Community Reinvestment Act (CRA) Programs
- How to Choose Section 1071 Software: What to Test Before Your First Filing
- The Regulation B Lawsuits: What Your Fair Lending Program Should Keep Doing While the Rule Is in Court
- California's New Fair Lending Exam Law: What State-Chartered Banks, Credit Unions and Mortgage Licensees Should Have Ready
- November 2026
- October 2026
- September 2026
- August 2026
- March 2026
- February 2026
- January 2026
- 2025
- 2022
- 2021
- 2020
- 2017
- HMDA vs CRA vs Section 1071: What Each Rule Collects and Who Has to File
- 2026 HMDA Data: Your Filing Checklist for the March 1, 2027 Deadline
- HMDA Plus: What It Actually Changed in the LAR Workflow
- Fair Lending Regression Analysis: What It Controls For and How to Explain a Pricing Disparity
- How to Evaluate Fair Lending and CRA Software: What to Test Before You Sign
- What a Fair Lending Exam Actually Asks For
- What Actually Counts as a Small Business Loan Under Section 1071
- Section 1071 in 2026: What Lenders Need to Know About Small Business Lending Data
- How to Benchmark Your CRA and HMDA Lending Against Peer Data
- Special Report: Geocoding - Achieving the Highest Accuracy

