CarletonDocs®
Document Generation and Delivery Services
CarletonDocs® is a single-source solution for generating and distributing all compliant documents and forms utilized throughout the purchasing journey.
Document Services
Simplifying Document Management
Carleton’s document services simplify the implementation and ongoing support for generating lending documents. From document distribution to document mapping, Carleton can customize and meet your document management requirements. You’ll be able to produce dynamic deal jackets with accurate and compliant disclosure figures.
CarletonConnect™
An integrated document delivery platform that supports multiple lending technology systems. This can be deployed within a hosted or licensed ecosystem, allowing lending software providers the versatility to align with their existing infrastructure. CarletonConnect™ handles the heavy work associated with interfacing and each lending software solution’s unique data formatting requirements.
- Single API interface with access to multiple document generation vendors
- Dynamic deal jacket creation
- eSigning
- Complete flexibility
Document Mapping
Based on document requirements, Carleton’s dedicated support team provides the necessary guidance and testing to ensure all information is populating in the correct data fields.
- Properly formatted PDFs to populate necessary data
- Ensures the most current and compliant version of forms are utilized
- Custom document mapping
Lending Document Reseller
Carleton has partnerships with many of the major consumer lending document providers and lending institutions. This allows our clients to utilize the library of lending documents directly through Carleton. These documents are automatically updated whenever document providers make changes.
- Installment contracts
- Loan notes
- Protection products
- Ancillary documents
CarletonDocs® Support
Streamlined Document Delivery with Version Control
Carleton and its software partners work as one to provide smart and effective single-source solutions for compliant document preparation. Our team manages loan calculations and the generation of all documents, while a lender’s loan origination system (LOS) facilitates the printing and distribution of the documents.
Carleton’s document-supplier support services include:
- The ability to obtain provider’s documents directly from Carleton
- Accessibility to a library of documents for each document provider and lending institution
- Assurance that documents are automatically updated when document providers make changes
