Document Generation & Document Delivery Services
CarletonDocs® is a single-source solution for generating and distributing all compliant documents and forms utilized throughout the purchasing journey. 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. 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
- Properly Formatted PDFs to Populate Necessary Data
- Ensure the Most Current & 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 while maintaining a library of documents accessible to our clients.
- Utilize the Library of Lending Documents Directly through Carleton
- Automatically Updating Documents Whenever Document Providers Make Changes
CarletonDocs® Support
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:
- Obtain the provider's documents directly from Carleton
- Maintain a library of documents for each document provider and lending institution
- Automatically update documents when document providers make changes