Carleton in Mortgage

Compliant Financial Solutions for the Mortgage Industry

The real estate industry spans residential, commercial, and industrial markets, with mortgages being the primary financial tool for property transactions. Financial institutions such as banks, credit unions, and mortgage lenders play an important role in facilitating these transactions. Through a loan origination system (LOS), these solutions help lenders simplify and streamline the payment calculation process for the consumer.

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Carleton in Mortgage

Mortgage Solutions

Accurate and Compliant Mortgage Transactions

Carleton’s Mortgage API and HOEPA/State Predatory Lending HPML/Qualified Mortgage API calculate and validate mortgage transactions ensuring they are accurate and compliant with industry requirements.

Through CarletonDocs®, Carleton can also support generating all lender-required documents to close a loan.

The Real Estate Purchasing Journey

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

Shopping & Buying

Shopping & Buying

CarletonCalcs®
Quoting Payments
CarletonCalcs®
CarletonDocs®
Signing & Submitting Credit Applications
CarletonCalcs®
Validating Loan Structure
Originating

Originating

CarletonCalcs®
Calculating Payment Disclosures
CarletonCalcs®
CarletonAudit®
Compliance Validation
CarletonCalcs®
CarletonDocs®
Preparing Lending 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

43%

of organizations lack an effective compliance monitoring system

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

Who We Serve

Mortgage Software & Integration Partners

  • Loan Origination Systems (LOS)
  • Lenders
  • eSigning Providers
  • Document Generation Tools
  • Contracting Tools