CarletonAccess®
UI Solutions for Refund and Payment Computations
CarletonAccess® is web-based user interface (UI) that easily performs “what if” loan scenarios with multiple insurance protection combinations on a single display.
A Custom User Experience
Our Core Solutions in a Simple User Interface
CarletonAccess® makes selling credit insurance and other add-on protection products easy and lets the lender control the sales process. You can view, print, or e-mail the menu presentation, as well as the full disclosure and amortization of a loan selected within the menu presentation.
Payment Quotes
A web-based solution powered by the industry’s “Gold Standard” for payment computations.
- Quote payments and insurance premiums
- Calculate Truth in Lending Act disclosure values
- Generate amortization schedules
Refund Quotes
Compute refunds for a single premium insurance or finance charge using any of the following:
- Rule of 78’s
- Rule of Anticipation
- Actuarial
- Pro-rata
- Sum of balances
- Any other legally required method
CarletonAccess® Support
Ensuring Your Platform is the True Star
With CarletonAccess® utilizing the power of the CarletonCalcs® calculation solution, our team assists in verifying that the Truth In Lending ‘Fed Box’ disclosure calculations are accurate and that the interest and finance charge does not exceed the maximum usury charge limit allowed for a given state.
From the very first time a client speaks with the Carleton team, our granular attention to detail and willingness to meet their needs is prevalent.
