About Carleton
Company Background
Carleton is the country's leading provider of financial calculation software, loan origination compliance support, and document delivery software. Based in South Bend, IN, Carleton celebrates its 50th year of leadership in 2019 within the rapidly-changing regulatory industry with guaranteed accuracy in all their calculations and disclosures to fulfill compliance requirements today and the future.
Leading with Experience
Our client relationships include most of the major lenders, credit insurance companies, and loan origination software providers in the United States. We leverage that extensive expertise to enable our customers to achieve growth and success within regulatory mandates and rules. Furthermore, our regulatory knowledge is the foundation to offer lenders our computational audit services.
Proven 3rd Party Software Partnerships
Carleton is serious about taking responsibility to meet third-party software service provider requirements on behalf of financial institutions. Carleton has exceeded vendor compliance standards for some of the largest lending institutions in the United States including the necessary insurance protection to meet the risk management requirements.
For security-conscious financial / lending organizations, SOC2 compliance is an expected requirement for any of their SaaS partners. Carleton has had successful ongoing SOC2 audits related to its security, systems availability, confidentiality processes, and use of redundant ISP data centers that house its internet applications and web services.
The combination of Carleton's security practices and SOC2 audits provides their clients long-term "peace of mind" that they have a reliable third-party partner for lending calculation and document delivery support.