Configurable Solutions

Integrating Anywhere Throughout the Purchasing Process

Carleton’s solutions can fit anywhere within the purchasing process—making it simpler, smarter, and more efficient.

Shopping & Buying

Shopping & Buying

CarletonCalcs®
Quoting Payments & Desking
CarletonCalcs®
CarletonDocs®
Signing & Submitting Credit Applications
CarletonCalcs®
Calculating Purchase Coverages
CarletonCalcs®
Validating Loan Structure
Originating

Originating

CarletonCalcs®
Calculating Payment Disclosures
CarletonCalcs®
CarletonAudit®
Compliance Validation
CarletonCalcs®
CarletonDocs®
Preparing Lending Documents
CarletonCalcs®
CarletonDocs®
Preparing State Documents
CarletonDocs®
Preparing Internal Documents
Closing

Closing

CarletonDocs®
Distribute Loan Package
CarletonDocs®
eSignature Capture
CarletonCalcs®
Recapping Profit & Reserve
CarletonCalcs®
Lender Funding
CarletonCalcs®
Tax & Fee Verification
Servicing

Servicing

CarletonCalcs®
Loan Maturation & Refinancing
CarletonAudit®
Portfolio Risk Assessment
CarletonAudit®
Auditing

The Carleton Difference

Providing Accurate and Compliant Solutions with Expert-Level Service

Keeping an organization up-to-date on federal and state regulatory and legislative requirements can be overwhelming. The compliance specifications are broad, nuanced, and challenging, especially when dealing with outdated statutes. Carleton’s dedicated compliance analysts and legal experts continuously stay updated on regulatory and legislative requirements, industry trends, and best practices in consumer credit calculations, so we can always accurately compute compliant financial payments and disclosures for our clients.

50 States Tracked

50 States Tracked

for up-to-date regulations

100% Compliance

100% Compliance

embedded into our solutions

50+ Years of Experience

50+ Years of Experience

combined among our compliance team

98% Client Retention

98% Client Retention

Markets We Serve

Unified Technology Built to Support Multiple Lines of Business

With more than 5 decades of direct experience across the consumer lending industry, Carleton’s expertise and industry knowledge allow our financial solutions to seamlessly integrate with our client’s platform.

Working with Carleton has been a game‑changer. The API solution for payment waterfalls helps us deliver compliant and reliable allocation breakdowns to our clients. The team is responsive, knowledgeable, and easy to work with since day one. Can’t recommend them enough as a reliable partner!

CEO at Lendisoft

Having integrated a variety of Carleton products into our ecosystem, it's obvious the Carleton suite is built with consistency in mind. Each product can be deployed to tackle its stated goal, all while offering complimentary capabilities when combined. I highly recommend Carleton because their products do what they say they do, and the team is top-tier. It’s a true partnership.

Lead Engineer at defi SOLUTIONS

Carleton's partnership has been instrumental in helping us deliver the most robust digital retailing product in the market, and we could not be more thankful for their continued collaboration and support.

Digital Retailing Partner

Your team has been a complete gem through the whole implementation process!!

Digital Lending Partner

You guys are miles ahead of your competitors. Carleton has been instrumental in our platform. Your team listens and gets things done.

Digital Lending Partner

Carleton has been the cream of the crop when it comes to a partner in this industry—it has been a pleasure to work with their team.

Credit Insurance Partner
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