Getting the Most Out of Comply Webinars

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Added on July 15, 2022

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


  • 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





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