Case Studies

CarletonDocs® Solution Helps a Northeastern Credit Union and Midwest Bank Both Achieve Business Plan Success

Automating Document Delivery – Uncovering What Matters Most to Lenders


Several Carleton, Inc. clients were recently surveyed to collect feedback, data, and their assessments for a case study regarding the impact of automated document production by lenders for consumers.

Specifically, sample lenders were queried about how lending document production impacts their operations, processes, efficiencies, and overall customer service.

Data was collected to assess overall lending success, strategic importance of document delivery technology, and marketplace results from utilizing CarletonDocs®TM were also collected.