# MetaSource Mortgage > Discover mortgage industry insights and information on topics like mortgage quality control best practices, market trends, and MERS compliance tips. --- ## Pages - [Housing Finance Agency (HFA) Solutions](https://mortgage.metasource.com/who-we-serve/housing-finance-agencies/): Browse MetaSource’s housing finance agency solutions, which include mortgage QC services, loan purchase review services, and mortgage automation. - [Lien Release Service](https://mortgage.metasource.com/solutions/lien-release-service/): Discover how MetaSource's mortgage lien release service can help you avoid rejections and reduce liability. - [Fraud Audit Services](https://mortgage.metasource.com/solutions/fraud-audit-services/): Learn how our mortgage fraud audit services like fraud risk assessments and fraud examination interpretations can protect your business. - [Mortgage Compliance Services](https://mortgage.metasource.com/services/mortgage-compliance/) - [Reports](https://mortgage.metasource.com/learning-center/reports/): Read our post-close QC, servicing QC, and MERS QA findings reports to learn what last year's top challenges were and how to overcome them. - [Guides & Checklists](https://mortgage.metasource.com/learning-center/guides-checklists/): Explore our guides for helpful information on topics like finding the right mortgage QC partner and ensuring MERS compliance. - [Blog](https://mortgage.metasource.com/mortgage-quality-control-blog/): Discover mortgage industry insights and information on topics like mortgage quality control best practices, market trends, and MERS compliance tips. - [Home](https://mortgage.metasource.com/): Discover how we can help you achieve your goals through solutions like mortgage quality control, due diligence, origination automation, lien release, and more. - [Case Studies](https://mortgage.metasource.com/learning-center/case-studies/): Discover how your peers have improved their processes with our mortgage digital transformation and quality control solutions. - [Whitepapers](https://mortgage.metasource.com/learning-center/whitepapers/): Expand your knowledge by reading whitepapers on topics ranging from mortgage servicing QC requirements to trailing document best practices. - [Learning Center](https://mortgage.metasource.com/learning-center/): Explore our guides, case studies, whitepapers, and other educational materials to learn about mortgage quality control requirements, streamlining origination with automation, and more. - [Careers](https://mortgage.metasource.com/about-us/careers/): Looking to take your career to the next level with a leading mortgage digital transformation solutions provider? Join our positive, inclusive, fast-growing team. - [Videos](https://mortgage.metasource.com/learning-center/videos/): Watch our videos to learn more about our mortgage audit services, origination automation solutions, and MERS compliance offerings. - [Mortgage Origination Automation](https://mortgage.metasource.com/solutions/mortgage-origination-automation/): MetaSource's mortgage origination process automation solutions improve speed to close, reduce cost to originate, and give you a competitive edge. - [Mortgage Process Automation Services](https://mortgage.metasource.com/services/mortgage-workflow-automation/): Mortgage process automation and workflow solutions eliminate process bottlenecks, increase data visibility, and decrease risk. Work with our experts today! - [Mortgage Technology](https://mortgage.metasource.com/technology/): MetaSource offers a wide array of technology solutions, including mortgage origination automation, QC audit software, and loan boarding software. - [Mortgage Compliance: QLink™ QC Audit Software](https://mortgage.metasource.com/technology/qlink/): Meet QLink, MetaSource's web-based mortgage quality control software that enables you to track key QC metrics, report statuses, final reports, and more. - [Mortgage Quality Control Software: QReview™](https://mortgage.metasource.com/technology/qreview/): Take a look at MetaSource's self-service QC audit software, QReview, and learn how it provides you with the speed and flexibility you need to succeed. - [mintrak®2™ MERS QA Compliance & Auditing Software](https://mortgage.metasource.com/technology/mintrak/): Meet mintrak2: MetaSource's MERS data reconciliation and remediation platform built to help you reduce error rates, reconcile inconsistent data fast, and make corrections easily. - [MetaStor](https://mortgage.metasource.com/technology/metastor/): Discover how our mortgage document management software, MetaStor, helps lenders and servicers offload the entire loan process. - [Eclipse™ Software](https://mortgage.metasource.com/technology/eclipse/): Discover how Eclipse can help you enhance your lien release and assignment process with real-time insights, a central location for handling exceptions, and more. - [Symmetri™ Mortgage Origination Automation](https://mortgage.metasource.com/technology/symmetri/): Meet Symmetri: our mortgage origination automation solution that streamlines the flow of information from point-of-sale platforms to loan origination systems. - [Mortgage Compliance QLink QC Software: Dashboard](https://mortgage.metasource.com/technology/qlink/dashboard/): MetaSource's mortgage QC audit software, QLink, features a dashboard that displays all audit-related services that MetaSource Mortgage performs. - [Mortgage Compliance QLink QC Software: Defect Dashboard](https://mortgage.metasource.com/technology/qlink/defect-dashboard/): MetaSource's Mortgage QC Audit Software, QLink, features a defect dashboard that exists solely for Fannie Mae compliance. It allows users to quickly identify the root causes of issues. - [Mortgage Compliance QLink QC Software: Loans](https://mortgage.metasource.com/technology/qlink/loans/): MetaSource's mortgage QC audit software, QLink, features a loans page that offers loan-level information based on audit type and time period. - [Mortgage Compliance QLink QC Software: Findings](https://mortgage.metasource.com/technology/qlink/findings/): MetaSource's mortgage QC audit software, QLink, features a findings page that allows users to easily view and manage their findings. - [Mortgage Compliance QLink QC Software: Shared Findings](https://mortgage.metasource.com/technology/qlink/shared-findings/): MetaSource's Mortgage QC Audit Software, QLink, features a shared findings page that allows users to manage all findings they have shared with others. - [Mortgage Compliance QLink QC Software: Revisions](https://mortgage.metasource.com/technology/qlink/revisions/): MetaSource's mortgage QC audit software, QLink, features a revisions page that lists all revisions submitted in real time. - [Mortgage Compliance QLink QC Software: Trends](https://mortgage.metasource.com/technology/qlink/trends/): MetaSource's Mortgage QC Audit Software, QLink, features a trends page that presents trending mortgage audit information. You can filter by channel, audit period, and finding level. - [Mortgage Compliance QLink QC Software: Audits](https://mortgage.metasource.com/technology/qlink/audits/): MetaSource's mortgage quality control software, QLink, features an audits page that allows users to view status reports and easily filter data. - [Mortgage Compliance QLink QC Software: Reports](https://mortgage.metasource.com/technology/qlink/reports/): MetaSource's mortgage QC audit software, QLink, features a report page that allows users to view and download a variety of compliance reports. - [Contact Center Solutions](https://mortgage.metasource.com/services/user-experience-support/): Learn how MetaSource Mortgage can help you improve customer experience with expert contact center services. - [Mortgage Indexing & Data Extraction Services](https://mortgage.metasource.com/services/mortgage-indexing-and-data-extraction/): Learn how we extract data and index mortgage loan documents, so you can easily find the information you need when you need it. - [Mortgage Document Processing & Data Solutions](https://mortgage.metasource.com/services/mortgage-data-and-document-management/): Mortgage indexing is easy with our document management solutions. Extract and organize documents to stay compliant and access them from anywhere. - [Trailing Document Scanning & Processing](https://mortgage.metasource.com/solutions/trailing-document-service/): Learn how MetaSource Mortgage's trailing document service streamlines processing, eliminates leakage, and pays for itself. - [Whole Loan Purchase Review Service for Housing Finance Agencies (HFA)](https://mortgage.metasource.com/solutions/whole-loan-purchase-review/housing-finance-agencies/): Discover how our whole loan purchase review service helps housing finance agencies (HFAs) boost overall loan quality, minimize administrative functions, and improve internal processes. - [Mortgage Quality Control: Discretionary Pre-Fund Targeted QC Audits](https://mortgage.metasource.com/solutions/discretionary-pre-fund-qc-audits/): MetaSource's discretionary pre-fund QC audits are designed to help you meet requirements, reduce errors, and save money. - [Mortgage Solutions](https://mortgage.metasource.com/solutions/): Explore our mortgage quality control audits, automation, loan boarding, and document management services to improve efficiency and compliance. - [Title Policy & Document Retrieval Service](https://mortgage.metasource.com/solutions/title-policy-and-document-retrieval/): Take a look at MetaSource's title policy and document retrieval services and learn how they can save your team time and stress. - [Clients (Who We Serve)](https://mortgage.metasource.com/who-we-serve/): Learn about the mortgage business process outsourcing and digital transformation solutions we provide lenders, servicers, investors, and housing finance agencies. - [Mortgage Lenders](https://mortgage.metasource.com/who-we-serve/lenders/): Learn about MetaSource's mortgage lender solutions, which include pre-funding QC services, post-close audit services, and origination automation. - [Mortgage Servicers](https://mortgage.metasource.com/who-we-serve/servicers/): Learn about MetaSource's mortgage servicing solutions, which include loan boarding, servicing QC, and lien release services. - [Investors](https://mortgage.metasource.com/who-we-serve/investors/): Learn about MetaSource's mortgage investor solutions, which include whole loan purchase review, lien release, and assignment services. - [Warehouse Line QC Audits](https://mortgage.metasource.com/solutions/warehouse-line-qc-audits/): If you need to meet warehouse line quality control audit requirements, MetaSource Mortgage is the partner for you. Learn how we assist our warehouse lender clients. - [Whole Loan Purchase Review Service](https://mortgage.metasource.com/solutions/whole-loan-purchase-review/): Our whole loan purchase review service combines workflow automation and industry expertise to help you expedite the process and slash costs all at once. - [Assignment of Mortgage (AOM) Service](https://mortgage.metasource.com/solutions/assignment-of-mortgage-service/): Learn how our mortgage assignment services can help you eliminate risk, improve asset management, and meet requirements easily. - [Collateral File Review & Tracking Service](https://mortgage.metasource.com/solutions/collateral-file-review-and-tracking/): Discover how MetaSource Mortgage can meet your unique collateral file review needs. You can choose between simple file scanning and full-service reviews. - [Post-Close QC Audits](https://mortgage.metasource.com/solutions/post-close-qc-audits/): Ensure compliance with agency requirements with MetaSource's post-close audit services. We guarantee a 35-day turnaround! - [MERS Quality Assurance & Compliance](https://mortgage.metasource.com/solutions/mers-qa-and-compliance/): Our MERS quality assurance and compliance solutions make reconciling data and meeting MERS requirements easier than ever. Learn how we can help you. - [Servicing QC Audits](https://mortgage.metasource.com/solutions/servicing-qc-audits/): Meet mortgage servicing quality control requirements, drive higher quality customer service, and increase efficiency with CFPB-compliant audits at MetaSource. - [Loan Boarding](https://mortgage.metasource.com/solutions/loan-boarding/): Discover how you can eliminate manual stare and compare, automatically identify missing documents, and quickly board unlimited loan volume with MetaSource's loan boarding solution. - [Mortgage Quality Control: Post-Close QC Audit Scope](https://mortgage.metasource.com/solutions/post-close-qc-audits/scope/): Learn how MetaSource Mortgage can help you meet Fannie Mae, Freddie Mac, and FHA post-closing quality control requirements. - [Mortgage Quality Control: How Post-Close QC Audits Work](https://mortgage.metasource.com/solutions/post-close-qc-audits/how-it-works/): MetaSource's mortgage post-closing audits include re-verifications, file reviews, and findings reports. See what else is included. - [Mortgage Quality Control: Post-Close QC Audit Process](https://mortgage.metasource.com/solutions/post-close-qc-audits/process/): Learn all about MetaSource's simple yet highly effective post-close QC audit process. - [Terms & Conditions](https://mortgage.metasource.com/terms-and-conditions/): Review MetaSource Mortgage's terms and conditions. - [Mortgage Services](https://mortgage.metasource.com/services/): Leverage mortgage automation services & QC audits to ensure compliance and improve processes. Get started with MetaSource. - [Privacy Policy](https://mortgage.metasource.com/privacy-policy/) - [Contact](https://mortgage.metasource.com/about-us/contact-us/): Chat with a mortgage quality control and digital transformation expert today to learn more about QC audit, lien release, trailing document, and automation solutions. - [About](https://mortgage.metasource.com/about-us/): Discover how we streamline and transform processes via mortgage QC services, origination automation, and other mortgage solutions. --- ## Posts - [New Fannie Mae QC Requirements: A Guide to Ensuring Compliance](https://mortgage.metasource.com/mortgage-quality-control-blog/2025-fannie-mae-qc-requirements/): Learn all about the key updates and the best methods for ensuring Fannie Mae compliance. - [MetaSource Identifies Persistent MERS QA Challenges & Improvements in Annual Report](https://mortgage.metasource.com/mortgage-quality-control-blog/2024-mers-qa-findings-report/): MetaSource’s Annual MERS QA Findings Report is here, and it provides insight into the challenges Members faced in 2024 as well as the improvements they made. - [MetaSource’s Just-Released Annual Mortgage QC Findings Report Reveals Historic Shift in Defect Patterns](https://mortgage.metasource.com/mortgage-quality-control-blog/2024-qc-findings-report/): MetaSource's just-released Annual Mortgage QC Findings Report documents a historical shift in defect patterns and the resilience demonstrated by lenders in 2024. - [The Shift to Automated Valuation Models: A New Era for Mortgage Lenders](https://mortgage.metasource.com/mortgage-quality-control-blog/automated-valuation-models/): Find answers to all your questions around automated valuation models (AVMs), including what they are, the benefits they offer, and what the interagency final rule entails. - [MetaSource’s 2023 Servicing QC Findings Report Highlights the Ripple Effect of Financial Health Issues](https://mortgage.metasource.com/mortgage-quality-control-blog/2023-servicing-qc-findings/): Download our annual servicing QC findings report to learn how financial pressures led to increased defects and how you can prepare for 2024. - [Reducing Origination Costs with AI & Mortgage Automation](https://mortgage.metasource.com/mortgage-quality-control-blog/reduce-origination-costs/): Learn how lenders can leverage mortgage automation solutions to reduce origination expenses. - [MetaSource’s Annual MERS QA Findings Report Reveals M&A-Driven Challenges](https://mortgage.metasource.com/mortgage-quality-control-blog/2023-mers-qa-findings-report/): Download our annual MERS QA findings report to learn about the challenges Members faced in 2023, key areas of improvement, and best practices for ensuring MERS compliance. - [Exploring the Power of Mortgage Artificial Intelligence](https://mortgage.metasource.com/mortgage-quality-control-blog/ai-in-mortgage-industry/): How are mortgage companies using artificial intelligence? What benefits can your organization gain from mortgage AI? Find answers to these questions here. - [Key Insights into Mortgage Agency Guidelines in 2024](https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-compliance-trends-2024/): Uncover what the mortgage compliance landscape will look like in 2024, so you can effectively prepare and meet agency requirements. - [MetaSource QC Findings Report Highlights Skyrocketing Appraisal Defects & Loan Type Variations](https://mortgage.metasource.com/mortgage-quality-control-blog/2023-qc-findings-report/): Our annual mortgage QC findings report is now available for download. Get your copy today to learn about the top challenges lenders faced in 2023 and predictions for 2024. - [3 Signs a Mortgage Document Management Process Upgrade Is in Order](https://mortgage.metasource.com/mortgage-quality-control-blog/upgrade-document-management-process/): Unsure whether or not your mortgage document management system is outdated? Here are the key signs it is. - [6 Mortgage Market Trends to Watch in 2024](https://mortgage.metasource.com/mortgage-quality-control-blog/2024-mortgage-trends/): Prepare for 2024 with the top mortgage market trends. We cover everything from mortgage rates to origination volume to mortgage process outsourcing. - [Unlocking the Power of Data: A Mortgage Industry Revolution](https://mortgage.metasource.com/mortgage-quality-control-blog/data-power-in-mortgage-industry/): Discover the top ways data impacts the mortgage industry, how your organization can improve mortgage data management, and the benefits of doing so. - [New MERS® Compliance Penalties: Everything You Need to Know](https://mortgage.metasource.com/mortgage-quality-control-blog/2023-mers-compliance-penalties/): Learn about the new MERS compliance penalties that could break the bank for Members along with solutions for avoiding them. - [How to Make the Most of the 2023 NCSHA Annual Conference](https://mortgage.metasource.com/mortgage-quality-control-blog/2023-ncsha-annual-conference/): Make the most of your time at the NCSHA’s Annual Conference by attending sessions and meeting with mortgage process outsourcing and technology solution providers. - [Top 10 Servicing QC Findings for 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/2022-servicing-qc-findings/): Uncover all the mortgage servicing documentation challenges that led to compliance struggles and learn how to overcome them. - [Meet MetaSource at the MBA’s All-New Compliance & Risk Management Conference](https://mortgage.metasource.com/mortgage-quality-control-blog/mba-compliance-and-risk-management-conference/): Meet with the MetaSource Team at the new Compliance and Risk Management Conference to learn more about our solutions for mortgage quality control and fraud prevention. - [Top MERS QA Findings for 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/2022-mers-qa-findings-report/): MetaSource’s 2022 analysis of the top MERS compliance issues shows that rounds of layoffs led to many mistakes. - [4 Steps to Take Advantage of Non-QM Lending Opportunities](https://mortgage.metasource.com/mortgage-quality-control-blog/non-qm-lending-opportunities/): Learn how to effectively take advantage of the rise in non-QM lending by understanding the landscape, knowing the risks, and partnering with an experienced mortgage QC audit provider. - [How to Recession-Proof Your Mortgage Business](https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-recession-proof-your-mortgage-business/): Ensure your mortgage company can effectively navigate a recession by cutting costs with mortgage process outsourcing, adopting a forward-thinking approach, and more. - [Top 5 HFA Outsourcing Myths, Busted](https://mortgage.metasource.com/mortgage-quality-control-blog/hfa-outsourcing-myths-busted/): Don’t let these common misconceptions about mortgage business process outsourcing for HFAs prevent your organization from getting the help you need. - [Top 3 Things to Look For in a Third-Party Review Due Diligence Provider](https://mortgage.metasource.com/mortgage-quality-control-blog/third-party-review-due-diligence-provider-evaluation/): Uncover the top three things to look for when selecting a mortgage due diligence partner, so you can ensure compliance and improve risk management. - [A Guide to Mastering the 2022 IRS 4506-C Form](https://mortgage.metasource.com/mortgage-quality-control-blog/2022-irs-4506c-form-updates/): Discover what mortgage lenders need to know about the latest version of the IRS 4506-C Form, including a brief history and key updates. - [Top 15 Mortgage QC Findings for 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/qc-findings-2022/): Our analysis of 2022 mortgage QC audits shows a troubling jump in defects that result in repurchase demands. Learn how you can lower repurchase risk and excel in 2023. - [3 Signs Your Mortgage Business Could Benefit from Automation](https://mortgage.metasource.com/mortgage-quality-control-blog/signs-to-automate-your-mortgage-processes/): Learn how the right mortgage automation solutions can help you improve turn times and customer satisfaction, reduce costs, and navigate workforce challenges. - [5 Strategies for Building Business Resilience in the Mortgage Industry](https://mortgage.metasource.com/mortgage-quality-control-blog/strategies-for-building-business-resilience-in-the-mortgage-industry/): Learn how mortgage companies can thrive in difficult times by increasing business resilience through mortgage automation and outsourcing. - [7 Mortgage Market Trends to Watch in 2023](https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-market-trends-to-watch-in-2023/): Uncover the mortgage market trends experts are predicting for the new year, so you can ensure you’re prepared for what 2023 will hold - [A Checklist for Developing a Successful Mortgage QC Process](https://mortgage.metasource.com/mortgage-quality-control-blog/a-checklist-for-developing-a-successful-mortgage-qc-process/): Download our mortgage QC checklist to ensure your QC process includes the right people and technology and is free of costly and disruptive gaps. - [MetaSource Adds Fraud Audit Services to Growing Suite of Mortgage Solutions](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-adds-fraud-audit-services-to-growing-suite-of-mortgage-solutions/): Learn how MetaSource’s new mortgage fraud audit services can help you avoid financial loss, compliance headaches, and business disruption - [Let’s Chat About HFA Solutions at the NCSHA’s 2022 Annual Conference](https://mortgage.metasource.com/mortgage-quality-control-blog/hfa-solutions-ncshas-annual-conference/): Visit MetaSource at the NCSHA’s Annual Conference to learn how we can help your housing finance agency expedite turn times, reduce costs, ensure compliance, and effectively fulfill your mission - [How to Reduce Mortgage QC Costs by 50%: A Case Study](https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-qc-case-study-academy-mortgage/): Learn how outsourcing QC audits can help you reduce mortgage quality control costs by 50% and better respond to market volatility. - [Top 10 Servicing QC Findings for 2021](https://mortgage.metasource.com/mortgage-quality-control-blog/top-10-servicing-qc-findings-for-2021/): Learn why overcoming document shortcomings is more important than ever, and discover how to ensure compliance in 2022. - [Join MetaSource at the MBA’s 2022 Risk Management, QA & Fraud Prevention Forum](https://mortgage.metasource.com/mortgage-quality-control-blog/mba-2022-risk-management-qa-fraud-prevention-forum/): Join MetaSource at the MBA’s 2022 Risk Management, QA & Fraud Prevention Forum and share tips and insights for safeguarding against fraud. - [Pre-Fund, Post-Close & Servicing QC: What’s the Difference?](https://mortgage.metasource.com/mortgage-quality-control-blog/pre-fund-post-close-servicing-qc-differences/): Learn about the QC processes across different points in the loan life cycle to ensure compliance with agency, regulatory, and investor guidelines. - [What Role Can BPO Play in the Mortgage Industry?](https://mortgage.metasource.com/mortgage-quality-control-blog/what-role-can-bpo-play-in-the-mortgage-industry/): Mortgage process outsourcing can increase productivity, save money, and boost morale. Learn how to leverage BPO services to scale your business. - [How to Achieve a Successful MERS Season](https://mortgage.metasource.com/mortgage-quality-control-blog/achieve-mers-season-success/): Learn how to overcome your MERS compliance challenges and easily meet MERS QA standards. - [A Guide to Preparing for Fannie Mae MORA Reviews](https://mortgage.metasource.com/mortgage-quality-control-blog/a-guide-to-preparing-for-fannie-mae-mora-reviews/): Learn how MetaSource can help you take a best practice approach to Fannie Mae Mortgage Risk Assessment (MORA) reviews. - [How to Prepare for the Flood of Homeowner Assistance Fund Applications](https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-prepare-for-the-flood-of-homeowner-assistance-fund-applications/): Learn how your housing finance agency can prepare for the impending wave of homeowner assistance fund (HAF) applications. - [2021 MERS QA Findings Report](https://mortgage.metasource.com/mortgage-quality-control-blog/2021-mers-qa-findings-report/): Read about the top MERS QA audit findings for 2021 and the best practices for ensuring MERS compliance in 2022 in our latest report. - [Why Outsourcing Mortgage QC Audits Is More Important Than Ever](https://mortgage.metasource.com/mortgage-quality-control-blog/why-outsourcing-mortgage-qc-audits-is-more-important-than-ever/): Learn all about the challenges lenders are currently facing and why these challenges are driving them toward outsourcing mortgage QC audits. - [Mortgage QC Best Practices to Ensure Compliance in Any Market](https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-qc-best-practices-to-ensure-compliance-in-any-market/): Learn about mortgage QC best practices & how MetaSource provides clients with the QC solutions they need to streamline processes & eliminate obstacles. - [Prepare for the Future with MetaSource at the MBA’s Technology Solutions Conference 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-at-the-mbas-technology-solutions-conference-2022/): Join MetaSource at the MBA Technology Solutions Conference to learn about the latest mortgage technology solutions & how they can help you succeed. - [Learn How to Streamline Mortgage QC with MetaSource at Experience 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/learn-how-to-streamline-mortgage-qc-with-metasource-at-experience-2022/): Learn more about streamlining the mortgage QC process with MetaSource's mortgage QC services and QLink-Encompass Integration at Experience 2022. - [MetaSource Now on DBRS Morningstar’s List of Acceptable Third-Party Due Diligence Firms](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-now-on-dbrs-morningstars-list-of-acceptable-third-party-due-diligence-firms/): MetaSource has been accepted as a third-party review firm by DBRS Morningstar. Find out what this acceptance means. - [How to Choose the Right Mortgage QC Partner](https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-choose-the-right-mortgage-qc-partner/): Learn more about how to choose the best vendor for your mortgage company in the free MetaSource guide to finding the right QC partner. - [Obstacles & Opportunities: A 2021 Mortgage Industry Recap](https://mortgage.metasource.com/mortgage-quality-control-blog/obstacles-and-opportunities-a-2021-mortgage-industry-recap/): Read about the 2021 mortgage industry trends & learn how we can help you put technology, services, and industry professionals to work in 2022. - [Selecting the Right Servicing QC Partner for Risky Times](https://mortgage.metasource.com/mortgage-quality-control-blog/selecting-the-right-servicing-qc-partner-for-risky-times/): Join us at the 2022 MBA servicing conference to explore our becoming your servicing QC partner to help ensure compliance in these risky times. - [Top 15 Mortgage QC Findings for 2021](https://mortgage.metasource.com/mortgage-quality-control-blog/top-15-mortgage-qc-findings-for-2021/): Learn the top 15 QC findings for 2021 as discovered by MetaSource, along with a deep dive into the #1 finding and best practices for avoiding it. - [How to Ensure Mortgage Compliance & QC Success in 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-ensure-mortgage-compliance-qc-success-in-2022/): Learn what new mortgage QC compliance challenges are expected in 2022, from appraisal waiver increases to cybersecurity to personnel shortages. - [Heightened Pressures Ahead for Mortgage Servicers in 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/heightened-pressures-ahead-for-mortgage-servicers-in-2022/): For better and for worse, 2021 was a record-breaking year in the mortgage industry. Read our industry recap and outlook for the coming year. - [How Mortgage Digital Transformation Can Help Combat Inflation](https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-digital-transformation-can-combat-inflation/): Learn how outsourced services and mortgage digital transformation can help your organization navigate inflation. - [How Mortgage Digital Transformation Can Protect You from “The Great Resignation”](https://mortgage.metasource.com/mortgage-quality-control-blog/how-mortgage-digital-transformation-can-protect-you-from-the-great-resignation/): Put your staff retention and hiring troubles behind you. Navigate “The Great Resignation” with the right mortgage automation software. - [“Flexible Enforcement” Comes to an End for Mortgage Servicers](https://mortgage.metasource.com/mortgage-quality-control-blog/flexible-enforcement-comes-to-an-end-for-mortgage-servicers/): Regulatory flexibility put in place to ease the burden on mortgage servicers trying to help borrowers during the pandemic has been lifted. - [What Lenders Need to Know About the New IRS 4506-C Form Process](https://mortgage.metasource.com/mortgage-quality-control-blog/what-lenders-need-to-know-about-the-new-irs-4506-c-form/): The IRS has switched to an automated process for accepting 4506-C transcript request forms. Here's what you need to know about it. - [6 Mortgage Market Trends to Watch in 2022](https://mortgage.metasource.com/mortgage-quality-control-blog/6-mortgage-market-trends-to-watch-in-2022/): Record-high volumes of 2021 are certain to cool & mortgage industry experts foresee “robust home buyer demand” & intense competition in 2022. - [Mortgage Forbearance Exits 101: How Servicers can Better Assist Borrowers Exiting Forbearance](https://mortgage.metasource.com/mortgage-quality-control-blog/how-servicers-can-better-assist-borrowers-exiting-forbearance/): Forbearance programs are ending, correspondence volumes are rising, and the CFPB is watching. Learn how to overcome these challenges. - [A MetaSource Win: Fitch Third-Party Review Firm Acceptance](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-win-fitch-third-party-review-firm-acceptance/): MetaSource announces that we have added to our Rating Agency Due Diligence Acceptance approvals with recognition from Fitch Ratings. - [Mortgage Forbearance Exits 101: What the Forbearance End Date Means for Housing Agencies](https://mortgage.metasource.com/mortgage-quality-control-blog/what-the-forbearance-end-date-means-for-housing-agencies/): Learn what role housing agencies will play as Homeowner Assistance Fund programs start and forbearance programs end. - [Mortgage Forbearance Exits 101: How to Navigate the Surge of Forbearance Exits](https://mortgage.metasource.com/mortgage-quality-control-blog/navigate-surge-of-forbearance-exits/): With millions of borrowers exiting forbearance, it's a stressful time for mortgage servicers. Learn what you can do to alleviate this stress. - [What Mortgage Lenders Need to Know about the Updated Collateral Analysis Requirement ](https://mortgage.metasource.com/mortgage-quality-control-blog/what-mortgage-lenders-need-to-know-about-the-updated-collateral-analysis-requirement/): The updated collateral analysis requirement provides an opportunity for a more accurate and less expensive post-close audit process. - [How to Effectively Allocate Homeowner Assistance Funds](https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-effectively-allocate-homeowner-assistance-funds/): The federal Homeowner Assistance Fund (HAF) was put into place during the pandemic to assist homeowners falling behind on mortgage payments. - [5 Signs You Need to Upgrade Your Mortgage QC Process  ](https://mortgage.metasource.com/mortgage-quality-control-blog/5-signs-you-need-to-upgrade-your-mortgage-qc-process/): Are agency requirements tripping you up? Use our checklist to determine if it’s time for you to upgrade your quality control processes today! - [How to Achieve Remote Efficiency in the Mortgage Industry  ](https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-achieve-remote-efficiency-in-the-mortgage-industry/): To get the most out of your remote workforce, ensure that your software solutions are efficient, fast, secure and built for easy collaboration. - [Why Have Mortgage Origination Costs Increased?](https://mortgage.metasource.com/mortgage-quality-control-blog/why-have-mortgage-origination-costs-increased/): Mortgage origination costs have risen in recent years. Uncover what has contributed to this increase and so much more in this blog post. - [Meet the New Eclipse™: the Right Solution to Streamline Your Mortgage Lien Release & Assignment Process ](https://mortgage.metasource.com/mortgage-quality-control-blog/new-eclipse-streamline-your-mortgage-lien-release-assignment-process/): MetaSource’s new and improved proprietary mortgage lien release and assignment software, Eclipse™, takes "efficiency" to a whole new level. - [Top 7 Tips for the MERS Reconciliation Process](https://mortgage.metasource.com/mortgage-quality-control-blog/tips-for-the-mers-reconciliation-process/): Whether you’re a newcomer or a veteran of the MERS reconciliation process, it can seem overwhelming at times. Here's how to stay compliant. - [Top 10 Servicing QC Findings in a Turbulent Year](https://mortgage.metasource.com/mortgage-quality-control-blog/top-10-servicing-qc-findings-2020/): 2020 was a ground-shifting year, especially in the world of servicing; here are the most common findings of QC servicing from the past year. - [Preparing for the Transition from LIBOR to SOFR](https://mortgage.metasource.com/mortgage-quality-control-blog/preparing-for-transition-from-libor-to-sofr/): Servicers with large portfolios of adjustable-rate loans pegged to LIBOR could face challenges; here’s how to manage the transition. - [Missing Mortgage Documents are Costing You More than You May Think](https://mortgage.metasource.com/mortgage-quality-control-blog/missing-mortgage-documents-costing-you-more-than-you-think/): Missing documentation has been an issue for mortgage lenders for years, and it remains a major obstacle even in today’s innovative industry. - [New Integration with ICE Mortgage Technology™ Platform Speeds QC](https://mortgage.metasource.com/mortgage-quality-control-blog/new-integration-with-encompass-speeds-qc/): Learn how our new Encompass Investor Connect integration makes the process of getting loan packages into QLink for QC audits a lot easier. - [MetaSource Integrates with ICE Mortgage Technology’s Encompass® for a Faster Mortgage QC Process](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-integrates-encompass-faster-mortgage-qc-process/): MetaSource, has integrated its best-in-class mortgage QC platform, QLink, with ICE Mortgage Technology’s Encompass Investor Connect portal. - [4 Mortgage Market Trends to Watch in 2021](https://mortgage.metasource.com/mortgage-quality-control-blog/4-mortgage-market-trends-to-watch-2021/): Record-low interest rates and a global pandemic played major roles in the mortgage industry last year; here's what to expect in 2021. - [Top 15 Mortgage QC Findings for 2020](https://mortgage.metasource.com/mortgage-quality-control-blog/top-15-mortgage-qc-findings-for-2020/): This report includes MetaSource’s top 15 QC findings for 2020 along with a deep dive into our #1 finding and best practices for avoiding it. - [MERS® QA 2020 Findings Report: Signs of Improvement in a Difficult Year](https://mortgage.metasource.com/mortgage-quality-control-blog/mers-qa-2020-findings-report-signs-of-improvement/): Learn what MERS Members struggled with the most in 2020 and how you can improve your processes to avoid exceptions in 2021. - [Join Us at Experience 21: Move Your Mortgage Business Forward with Innovation](https://mortgage.metasource.com/mortgage-quality-control-blog/join-us-experience-21-mortgage-business-innovation/): Join MetaSource at the ICE Mortgage Technology Conference, Experience 21, to learn about the latest tools for prevailing the mortgage industry. - [How to Streamline Your Entire Mortgage QC Process](https://mortgage.metasource.com/mortgage-quality-control-blog/streamline-mortgage-qc-process/): Watch our latest video on quality control (QC) audit services and technology to learn how you can streamline your mortgage QC process. - [A Correspondent Investor’s Guide to Secondary Market Success](https://mortgage.metasource.com/mortgage-quality-control-blog/correspondent-investors-guide-to-secondary-market-success/): Our whitepaper, Achieving Success in the Correspondent Lending Market, provides best practices for excelling in the secondary market. - [Prepare for the Future of Mortgage with a Digital Mailroom](https://mortgage.metasource.com/mortgage-quality-control-blog/prepare-for-the-future-of-mortgage-with-a-digital-mailroom/): Learn what a digital mailroom is and how adopting one can set you up for future success in the mortgage industry. - [Alleviate Whole Loan Purchase Review Challenges with MetaWorx®](https://mortgage.metasource.com/mortgage-quality-control-blog/alleviate-whole-loan-purchase-review-challenges-metaworx%e2%84%a0/): Watch our newest video to learn about MetaWorx, MetaSource’s powerful workflow automation platform for the mortgage industry. - [In Proud Support of the National Council of State Housing Agencies, Making Affordable Housing a Reality](https://mortgage.metasource.com/mortgage-quality-control-blog/in-proud-support-of-the-national-council-of-state-housing-agencies-making-affordable-housing-a-reality/): Access to affordable housing is critical to our country's health. MetaSource proudly supports the National Council of State Housing Agencies - [The Mortgage Industry in the Post-COVID-19 Era](https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-industry-post-covid-19-era/): Read about what the mortgage industry might look like after the pandemic & why you should consider implementing digital transformation solutions - [What Was Learned at the CMBA’s 2020 Mortgage Innovators Conference](https://mortgage.metasource.com/mortgage-quality-control-blog/what-was-learned-cmbas-2020-mortgage-innovators-conference/): The California Mortgage Bankers Association (CMBA) once again hosted their Mortgage Innovators Conference. The event brings mortgage professionals from all... - [TRID Turns 5: What We’ve Learned About Successfully Managing Mortgage Origination Compliance](https://mortgage.metasource.com/mortgage-quality-control-blog/trid-turns-5-successfully-managing-mortgage-origination-compliance/): MetaSource looks back on the past 5 years since TILA- RESPA Integrated Disclosure (TRID) rules were instituted, and how these regulations impact lenders. - [Trailing Document Best Practices](https://mortgage.metasource.com/mortgage-quality-control-blog/trailing-document-best-practices/): Learn how an emerging best practice for managing mortgage trailing documents is to utilize mailroom/PO box scanning services and workflow automation software. - [MetaSource at 2020 Mortgage Innovators Conference: The Event is Virtual but the Solutions are Real](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-at-2020-mortgage-innovators-conference-the-event-is-virtual-but-the-solutions-are-real/): Join MetaSource on Aug. 17 at the virtual 2020 Mortgage Innovators Conference to learn more about Symmetri and other automated solutions. - [Digital Mailroom Services for Remote Efficiency in the Mortgage Industry](https://mortgage.metasource.com/mortgage-quality-control-blog/digital-mailroom-services-for-remote-efficiency-in-the-mortgage-industry/): In the wake of the COVID-19 pandemic, a digital mailroom provides flexibility for remote work and a digitally-enabled workforce. - [Make Short Work of MERS Compliance with mintrak®2™](https://mortgage.metasource.com/mortgage-quality-control-blog/make-short-work-of-mers-compliance-with-mintrak2/): It's the season for starting in on the job of wrangling MERS data, but for mortgage servicers with the power of mintrak2 automation, it's just summer. - [End Lien Release Headaches and Focus on the Rebound](https://mortgage.metasource.com/mortgage-quality-control-blog/end-lien-release-headaches-and-focus-on-the-rebound/): After months of COVID-19 shutdowns, unresolved lien release issues can be a major source of disruption for servicers. - [More Industry Honors for MetaSource VP of Mortgage Services](https://mortgage.metasource.com/mortgage-quality-control-blog/more-industry-honors-for-metasource-vp-of-mortgage-services/): Mary Kladde Walraven, MetaSource's Senior VP of Mortgage Services, was recently named an honoree of NEXT's 50 Under 50 award. - [Mortgage Servicing Quality Control in Challenging Times](https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-servicing-quality-control-in-challenging-times/): Mortgage servicers are bracing for turbulence during the coronavirus pandemic, but can limit disruption with careful quality control (QC) - [Digital Workflow Solutions that Get You to Work from Wherever You Are](https://mortgage.metasource.com/mortgage-quality-control-blog/digital-workflow-solutions-that-get-you-to-work-from-wherever-you-are/): With powerful online tools for the mortgage industry, MetaSource can help you create digital workflows for managing your portfolios from wherever you are - [MetaSource Coronavirus Business Continuity](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-coronavirus-business-continuity/): With all of the uncertainty regarding the novel coronavirus, MetaSource has a plan in place to keep working with & assisting our customers. - [MetaSource Mortgage Profitability Analysis](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-mortgage-profitability-analysis/): Learn how a MetaSource mortgage profitability analysis can improve your loan origination processes and reduce your cost per loan - [MetaSource State-of-the-Art Mortgage Origination Software at MBA Tech2020](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-state-of-the-art-mortgage-origination-software-at-mba-tech2020/): Join MetaSource in Los Angeles at the MBA Tech2020 conference and expo and see a demonstration of our Symmetri software for bridging POS and LOS platforms. - [MERS® QA 2019 Hurdles: Some Reconciliation Practices a Continuing Source of Difficulty](https://mortgage.metasource.com/mortgage-quality-control-blog/mers-qa-2019-hurdles-some-reconciliation-practices-a-continuing-source-of-difficulty/): Reconciliation and documentation of internal MERS QA policies and procedures were common challenges for MERS members in 2019, a MetaSource review shows - [Join MetaSource at 2020 Mortgage Servicing Conference](https://mortgage.metasource.com/mortgage-quality-control-blog/join-metasource-at-2020-mortgage-servicing-conference/): Join MetaSource at our 2020 Mortgage Servicing Conference and learn about our document solutions for mortgage servicers and subservicers. - [MetaSource Mortgage 2020: State-of-the-Art Solutions in an Evolving Landscape](https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-mortgage-2020-state-of-the-art-solutions-in-an-evolving-landscape/): Our new website reflects the rapidly changing landscape of the mortgage industry, which is no longer content to lag behind in digital transformation - [Top 15 Mortgage QC Findings for 2019](https://mortgage.metasource.com/mortgage-quality-control-blog/top-15-mortgage-qc-findings-for-2019/): A review of post-close QC audits by MetaSource in 2019 shows the difficulty lenders have in consistently meeting regulatory and agency requirements - [How to Streamline Mortgage Origination with Automation: A Whitepaper](https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-streamline-mortgage-origination-with-automation-a-whitepaper/): Discover what the right automation system looks like: an end-to-end solution that allows you to redeploy knowledge workers to jobs where they can make a difference. - [Not Easy, Cheap Nor “Out of the Box”](https://mortgage.metasource.com/mortgage-quality-control-blog/not-easy-cheap-or-out-of-the-box/): The easiest, cheapest, or one-size-fits-all solution may not work for your organization when it comes to digital transformation via automation - [Join MetaSource at NCSHA 2019](https://mortgage.metasource.com/mortgage-quality-control-blog/join-metasource-at-ncsha-2019/): MetaSource solutions for state housing agencies include services and state-of-the-art technology for improving loan quality and efficiency. --- # # Detailed Content ## Pages --- ## Posts - Published: 2025-09-19 - Modified: 2025-09-22 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2025-fannie-mae-qc-requirements/ Learn all about the key updates and the best methods for ensuring Fannie Mae compliance. --- > MetaSource’s Annual MERS QA Findings Report is here, and it provides insight into the challenges Members faced in 2024 as well as the improvements they made. - Published: 2025-07-16 - Modified: 2025-07-16 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2024-mers-qa-findings-report/ MetaSource’s Annual MERS QA Findings Report is here, and it provides insight into the challenges Members faced in 2024 as well as the improvements they made. --- > MetaSource's just-released Annual Mortgage QC Findings Report documents a historical shift in defect patterns and the resilience demonstrated by lenders in 2024. - Published: 2025-05-08 - Modified: 2025-05-08 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2024-qc-findings-report/ MetaSource's just-released Annual Mortgage QC Findings Report documents a historical shift in defect patterns and the resilience demonstrated by lenders in 2024. --- > Find answers to all your questions around automated valuation models (AVMs), including what they are, the benefits they offer, and what the interagency final rule entails. - Published: 2024-11-12 - Modified: 2024-11-08 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/automated-valuation-models/ Find answers to all your questions around automated valuation models (AVMs), including what they are, the benefits they offer, and what the interagency final rule entails. --- > Download our annual servicing QC findings report to learn how financial pressures led to increased defects and how you can prepare for 2024. - Published: 2024-10-17 - Modified: 2024-10-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2023-servicing-qc-findings/ Download our annual servicing QC findings report to learn how financial pressures led to increased defects and how you can prepare for 2024. --- > Learn how lenders can leverage mortgage automation solutions to reduce origination expenses. - Published: 2024-08-12 - Modified: 2024-07-25 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/reduce-origination-costs/ Learn how lenders can leverage mortgage automation solutions to reduce origination expenses. --- > Download our annual MERS QA findings report to learn about the challenges Members faced in 2023, key areas of improvement, and best practices for ensuring MERS compliance. - Published: 2024-07-29 - Modified: 2024-07-26 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2023-mers-qa-findings-report/ Download our annual MERS QA findings report to learn about the challenges Members faced in 2023, key areas of improvement, and best practices for ensuring MERS compliance. --- > How are mortgage companies using artificial intelligence? What benefits can your organization gain from mortgage AI? Find answers to these questions here. - Published: 2024-04-23 - Modified: 2024-04-22 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/ai-in-mortgage-industry/ How are mortgage companies using artificial intelligence? What benefits can your organization gain from mortgage AI? Find answers to these questions here. --- > Uncover what the mortgage compliance landscape will look like in 2024, so you can effectively prepare and meet agency requirements. - Published: 2024-03-07 - Modified: 2024-06-19 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-compliance-trends-2024/ Uncover what the mortgage compliance landscape will look like in 2024, so you can effectively prepare and meet agency requirements. --- > Our annual mortgage QC findings report is now available for download. Get your copy today to learn about the top challenges lenders faced in 2023 and predictions for 2024. - Published: 2024-02-22 - Modified: 2024-06-12 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2023-qc-findings-report/ Our annual mortgage QC findings report is now available for download. Get your copy today to learn about the top challenges lenders faced in 2023 and predictions for 2024. --- > Unsure whether or not your mortgage document management system is outdated? Here are the key signs it is. - Published: 2024-02-08 - Modified: 2024-02-08 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/upgrade-document-management-process/ Unsure whether or not your mortgage document management system is outdated? Here are the key signs it is. --- > Prepare for 2024 with the top mortgage market trends. We cover everything from mortgage rates to origination volume to mortgage process outsourcing. - Published: 2024-01-16 - Modified: 2024-01-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2024-mortgage-trends/ Prepare for 2024 with the top mortgage market trends. We cover everything from mortgage rates to origination volume to mortgage process outsourcing. --- > Discover the top ways data impacts the mortgage industry, how your organization can improve mortgage data management, and the benefits of doing so. - Published: 2023-11-30 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/data-power-in-mortgage-industry/ Discover the top ways data impacts the mortgage industry, how your organization can improve mortgage data management, and the benefits of doing so. --- > Learn about the new MERS compliance penalties that could break the bank for Members along with solutions for avoiding them. - Published: 2023-10-26 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2023-mers-compliance-penalties/ Learn about the new MERS compliance penalties that could break the bank for Members along with solutions for avoiding them. --- > Make the most of your time at the NCSHA’s Annual Conference by attending sessions and meeting with mortgage process outsourcing and technology solution providers. - Published: 2023-09-28 - Modified: 2024-05-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2023-ncsha-annual-conference/ Make the most of your time at the NCSHA’s Annual Conference by attending sessions and meeting with mortgage process outsourcing and technology solution providers. --- > Uncover all the mortgage servicing documentation challenges that led to compliance struggles and learn how to overcome them. - Published: 2023-09-06 - Modified: 2023-10-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2022-servicing-qc-findings/ Uncover all the mortgage servicing documentation challenges that led to compliance struggles and learn how to overcome them. --- > Meet with the MetaSource Team at the new Compliance and Risk Management Conference to learn more about our solutions for mortgage quality control and fraud prevention. - Published: 2023-08-29 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mba-compliance-and-risk-management-conference/ Meet with the MetaSource Team at the new Compliance and Risk Management Conference to learn more about our solutions for mortgage quality control and fraud prevention. --- > MetaSource’s 2022 analysis of the top MERS compliance issues shows that rounds of layoffs led to many mistakes. - Published: 2023-07-06 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2022-mers-qa-findings-report/ MetaSource’s 2022 analysis of the top MERS compliance issues shows that rounds of layoffs led to many mistakes. --- > Learn how to effectively take advantage of the rise in non-QM lending by understanding the landscape, knowing the risks, and partnering with an experienced mortgage QC audit provider. - Published: 2023-06-30 - Modified: 2023-10-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/non-qm-lending-opportunities/ Learn how to effectively take advantage of the rise in non-QM lending by understanding the landscape, knowing the risks, and partnering with an experienced mortgage QC audit provider. --- > Ensure your mortgage company can effectively navigate a recession by cutting costs with mortgage process outsourcing, adopting a forward-thinking approach, and more. - Published: 2023-05-31 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-recession-proof-your-mortgage-business/ Ensure your mortgage company can effectively navigate a recession by cutting costs with mortgage process outsourcing, adopting a forward-thinking approach, and more. --- > Don’t let these common misconceptions about mortgage business process outsourcing for HFAs prevent your organization from getting the help you need. - Published: 2023-04-24 - Modified: 2023-10-16 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/hfa-outsourcing-myths-busted/ Don’t let these common misconceptions about mortgage business process outsourcing for HFAs prevent your organization from getting the help you need. --- > Uncover the top three things to look for when selecting a mortgage due diligence partner, so you can ensure compliance and improve risk management. - Published: 2023-04-06 - Modified: 2024-06-14 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/third-party-review-due-diligence-provider-evaluation/ Uncover the top three things to look for when selecting a mortgage due diligence partner, so you can ensure compliance and improve risk management. --- > Discover what mortgage lenders need to know about the latest version of the IRS 4506-C Form, including a brief history and key updates. - Published: 2023-03-29 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2022-irs-4506c-form-updates/ Discover what mortgage lenders need to know about the latest version of the IRS 4506-C Form, including a brief history and key updates. --- > Our analysis of 2022 mortgage QC audits shows a troubling jump in defects that result in repurchase demands. Learn how you can lower repurchase risk and excel in 2023. - Published: 2023-02-28 - Modified: 2023-11-27 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/qc-findings-2022/ Our analysis of 2022 mortgage QC audits shows a troubling jump in defects that result in repurchase demands. Learn how you can lower repurchase risk and excel in 2023. --- > Learn how the right mortgage automation solutions can help you improve turn times and customer satisfaction, reduce costs, and navigate workforce challenges. - Published: 2023-02-08 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/signs-to-automate-your-mortgage-processes/ Learn how the right mortgage automation solutions can help you improve turn times and customer satisfaction, reduce costs, and navigate workforce challenges. --- - Published: 2023-01-19 - Modified: 2025-10-31 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/strategies-for-building-business-resilience-in-the-mortgage-industry/ Learn how mortgage companies can thrive in difficult times by increasing business resilience through mortgage automation and outsourcing. --- > Uncover the mortgage market trends experts are predicting for the new year, so you can ensure you’re prepared for what 2023 will hold - Published: 2022-12-23 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-market-trends-to-watch-in-2023/ Uncover the mortgage market trends experts are predicting for the new year, so you can ensure you’re prepared for what 2023 will hold. --- > Download our mortgage QC checklist to ensure your QC process includes the right people and technology and is free of costly and disruptive gaps. - Published: 2022-11-17 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/a-checklist-for-developing-a-successful-mortgage-qc-process/ Download our mortgage QC checklist to ensure your QC process includes the right people and technology and is free of costly and disruptive gaps. --- > Learn how MetaSource’s new mortgage fraud audit services can help you avoid financial loss, compliance headaches, and business disruption - Published: 2022-11-01 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-adds-fraud-audit-services-to-growing-suite-of-mortgage-solutions/ --- > Visit MetaSource at the NCSHA’s Annual Conference to learn how we can help your housing finance agency expedite turn times, reduce costs, ensure compliance, and effectively fulfill your mission - Published: 2022-10-19 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/hfa-solutions-ncshas-annual-conference/ --- > Learn how outsourcing QC audits can help you reduce mortgage quality control costs by 50% and better respond to market volatility. - Published: 2022-09-28 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-qc-case-study-academy-mortgage/ Learn how outsourcing QC audits can help you reduce mortgage quality control costs by 50% and better respond to market volatility. --- > Learn why overcoming document shortcomings is more important than ever, and discover how to ensure compliance in 2022. - Published: 2022-09-14 - Modified: 2023-10-16 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/top-10-servicing-qc-findings-for-2021/ Learn why overcoming document shortcomings is more important than ever, and discover how to ensure compliance in 2022. --- > Join MetaSource at the MBA’s 2022 Risk Management, QA & Fraud Prevention Forum and share tips and insights for safeguarding against fraud. - Published: 2022-09-02 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mba-2022-risk-management-qa-fraud-prevention-forum/ Join MetaSource at the MBA’s 2022 Risk Management, QA & Fraud Prevention Forum and share tips and insights for safeguarding against fraud. --- > Learn about the QC processes across different points in the loan life cycle to ensure compliance with agency, regulatory, and investor guidelines. - Published: 2022-08-24 - Modified: 2024-06-19 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/pre-fund-post-close-servicing-qc-differences/ Learn about the QC processes across different points in the loan life cycle to ensure compliance with agency, regulatory, and investor guidelines. --- > Mortgage process outsourcing can increase productivity, save money, and boost morale. Learn how to leverage BPO services to scale your business. - Published: 2022-08-16 - Modified: 2024-06-10 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/what-role-can-bpo-play-in-the-mortgage-industry/ Mortgage process outsourcing can increase productivity, save money, and boost morale. Learn how to leverage BPO services to scale your business. --- > Learn how to overcome your MERS compliance challenges and easily meet MERS QA standards. - Published: 2022-07-28 - Modified: 2024-06-14 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/achieve-mers-season-success/ Learn how to overcome your MERS compliance challenges and easily meet MERS QA standards. --- > Learn how MetaSource can help you take a best practice approach to Fannie Mae Mortgage Risk Assessment (MORA) reviews. - Published: 2022-06-22 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/a-guide-to-preparing-for-fannie-mae-mora-reviews/ Learn how MetaSource can help you take a best practice approach to Fannie Mae Mortgage Risk Assessment (MORA) reviews. --- > Learn how your housing finance agency can prepare for the impending wave of homeowner assistance fund (HAF) applications. - Published: 2022-06-08 - Modified: 2023-10-16 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-prepare-for-the-flood-of-homeowner-assistance-fund-applications/ Learn how your housing finance agency can prepare for the impending wave of homeowner assistance fund (HAF) applications. --- > Read about the top MERS QA audit findings for 2021 and the best practices for ensuring MERS compliance in 2022 in our latest report. - Published: 2022-05-17 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/2021-mers-qa-findings-report/ Read about the top MERS QA audit findings for 2021 and the best practices for ensuring MERS compliance in 2022 in our latest report. --- > Learn all about the challenges lenders are currently facing and why these challenges are driving them toward outsourcing mortgage QC audits. - Published: 2022-05-12 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/why-outsourcing-mortgage-qc-audits-is-more-important-than-ever/ Learn all about the challenges lenders are currently facing and why these challenges are driving them toward outsourcing mortgage QC audits. --- > Learn about mortgage QC best practices & how MetaSource provides clients with the QC solutions they need to streamline processes & eliminate obstacles. - Published: 2022-05-04 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-qc-best-practices-to-ensure-compliance-in-any-market/ Learn about mortgage QC best practices & how MetaSource provides clients with the QC solutions they need to streamline processes & eliminate obstacles. --- > Join MetaSource at the MBA Technology Solutions Conference to learn about the latest mortgage technology solutions & how they can help you succeed. - Published: 2022-04-07 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-at-the-mbas-technology-solutions-conference-2022/ Join MetaSource at the MBA Technology Solutions Conference to learn about the latest mortgage technology solutions & how they can help you succeed. --- > Learn more about streamlining the mortgage QC process with MetaSource's mortgage QC services and QLink-Encompass Integration at Experience 2022. - Published: 2022-03-11 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/learn-how-to-streamline-mortgage-qc-with-metasource-at-experience-2022/ Learn more about streamlining the mortgage QC process with MetaSource's mortgage QC services and QLink-Encompass Integration at Experience 2022. --- > MetaSource has been accepted as a third-party review firm by DBRS Morningstar. Find out what this acceptance means. - Published: 2022-03-10 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-now-on-dbrs-morningstars-list-of-acceptable-third-party-due-diligence-firms/ MetaSource has been accepted as a third-party review firm by DBRS Morningstar. Find out what this acceptance means. --- > Learn more about how to choose the best vendor for your mortgage company in the free MetaSource guide to finding the right QC partner. - Published: 2022-03-01 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-choose-the-right-mortgage-qc-partner/ Learn more about how to choose the best vendor for your mortgage company in the free MetaSource guide to finding the right QC partner. --- > Read about the 2021 mortgage industry trends & learn how we can help you put technology, services, and industry professionals to work in 2022. - Published: 2022-02-22 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/obstacles-and-opportunities-a-2021-mortgage-industry-recap/ Read about the 2021 mortgage industry trends & learn how we can help you put technology, services, and industry professionals to work in 2022. --- > Join us at the 2022 MBA servicing conference to explore our becoming your servicing QC partner to help ensure compliance in these risky times. - Published: 2022-02-17 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/selecting-the-right-servicing-qc-partner-for-risky-times/ Join us at the 2022 MBA servicing conference to explore our becoming your servicing QC partner to help ensure compliance in these risky times. --- > Learn the top 15 QC findings for 2021 as discovered by MetaSource, along with a deep dive into the #1 finding and best practices for avoiding it. - Published: 2022-02-16 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/top-15-mortgage-qc-findings-for-2021/ Learn the top 15 QC findings for 2021 as discovered by MetaSource, along with a deep dive into the #1 finding and best practices for avoiding it. --- > Learn what new mortgage QC compliance challenges are expected in 2022, from appraisal waiver increases to cybersecurity to personnel shortages. - Published: 2022-01-26 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-ensure-mortgage-compliance-qc-success-in-2022/ Learn what new mortgage QC compliance challenges are expected in 2022, from appraisal waiver increases to cybersecurity to personnel shortages. --- > For better and for worse, 2021 was a record-breaking year in the mortgage industry. Read our industry recap and outlook for the coming year. - Published: 2022-01-19 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/heightened-pressures-ahead-for-mortgage-servicers-in-2022/ For better and for worse, 2021 was a record-breaking year in the mortgage industry. Read our industry recap and outlook for the coming year. --- > Learn how outsourced services and mortgage digital transformation can help your organization navigate inflation. - Published: 2022-01-12 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-digital-transformation-can-combat-inflation/ Learn how outsourced services and mortgage digital transformation can help your organization navigate inflation. --- > Put your staff retention and hiring troubles behind you. Navigate “The Great Resignation” with the right mortgage automation software. - Published: 2021-12-21 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-mortgage-digital-transformation-can-protect-you-from-the-great-resignation/ Put your staff retention and hiring troubles behind you. Navigate “The Great Resignation” with the right mortgage automation software. --- > Regulatory flexibility put in place to ease the burden on mortgage servicers trying to help borrowers during the pandemic has been lifted. - Published: 2021-12-16 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/flexible-enforcement-comes-to-an-end-for-mortgage-servicers/ Regulatory flexibility put in place to ease the burden on mortgage servicers trying to help borrowers during the pandemic has been lifted. --- > The IRS has switched to an automated process for accepting 4506-C transcript request forms. Here's what you need to know about it. - Published: 2021-12-14 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/what-lenders-need-to-know-about-the-new-irs-4506-c-form/ The IRS has switched to an automated process for accepting 4506-C transcript request forms. Here's what you need to know about it. --- > Record-high volumes of 2021 are certain to cool & mortgage industry experts foresee “robust home buyer demand” & intense competition in 2022. - Published: 2021-12-07 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/6-mortgage-market-trends-to-watch-in-2022/ Record-high volumes of 2021 are certain to cool & mortgage industry experts foresee “robust home buyer demand” & intense competition in 2022. --- > Forbearance programs are ending, correspondence volumes are rising, and the CFPB is watching. Learn how to overcome these challenges. - Published: 2021-12-02 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-servicers-can-better-assist-borrowers-exiting-forbearance/ Forbearance programs are ending, correspondence volumes are rising, and the CFPB is watching. Learn how to overcome these challenges. --- > MetaSource announces that we have added to our Rating Agency Due Diligence Acceptance approvals with recognition from Fitch Ratings. - Published: 2021-11-18 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-win-fitch-third-party-review-firm-acceptance/ MetaSource announces that we have added to our Rating Agency Due Diligence Acceptance approvals with recognition from Fitch Ratings. --- > Learn what role housing agencies will play as Homeowner Assistance Fund programs start and forbearance programs end. - Published: 2021-11-16 - Modified: 2023-10-16 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/what-the-forbearance-end-date-means-for-housing-agencies/ Learn what role housing agencies will play as Homeowner Assistance Fund programs start and forbearance programs end. --- > With millions of borrowers exiting forbearance, it's a stressful time for mortgage servicers. Learn what you can do to alleviate this stress. - Published: 2021-11-09 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/navigate-surge-of-forbearance-exits/ With millions of borrowers exiting forbearance, it's a stressful time for mortgage servicers. Learn what you can do to alleviate this stress. --- > The updated collateral analysis requirement provides an opportunity for a more accurate and less expensive post-close audit process. - Published: 2021-11-04 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/what-mortgage-lenders-need-to-know-about-the-updated-collateral-analysis-requirement/ The updated collateral analysis requirement provides an opportunity for a more accurate and less expensive post-close audit process. --- > The federal Homeowner Assistance Fund (HAF) was put into place during the pandemic to assist homeowners falling behind on mortgage payments. - Published: 2021-11-02 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-effectively-allocate-homeowner-assistance-funds/ The federal Homeowner Assistance Fund (HAF) was put into place during the pandemic to assist homeowners falling behind on mortgage payments. --- > Are agency requirements tripping you up? Use our checklist to determine if it’s time for you to upgrade your quality control processes today! - Published: 2021-10-12 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/5-signs-you-need-to-upgrade-your-mortgage-qc-process/ Are agency requirements tripping you up? Use our checklist to determine if it’s time for you to upgrade your quality control processes today! --- > To get the most out of your remote workforce, ensure that your software solutions are efficient, fast, secure and built for easy collaboration. - Published: 2021-10-05 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-achieve-remote-efficiency-in-the-mortgage-industry/ To get the most out of your remote workforce, ensure that your software solutions are efficient, fast, secure and built for easy collaboration. --- > Mortgage origination costs have risen in recent years. Uncover what has contributed to this increase and so much more in this blog post. - Published: 2021-09-15 - Modified: 2024-09-30 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/why-have-mortgage-origination-costs-increased/ Mortgage origination costs have risen in recent years. Uncover what has contributed to this increase and so much more in this blog post. --- > MetaSource’s new and improved proprietary mortgage lien release and assignment software, Eclipse™, takes "efficiency" to a whole new level. - Published: 2021-09-09 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/new-eclipse-streamline-your-mortgage-lien-release-assignment-process/ MetaSource’s new and improved proprietary mortgage lien release and assignment software, Eclipse, takes "efficiency" to a whole new level. --- > Whether you’re a newcomer or a veteran of the MERS reconciliation process, it can seem overwhelming at times. Here's how to stay compliant. - Published: 2021-06-29 - Modified: 2025-04-18 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/tips-for-the-mers-reconciliation-process/ Whether you’re a newcomer or a veteran of the MERS reconciliation process, it can seem overwhelming at times. Here's how to stay compliant. --- > 2020 was a ground-shifting year, especially in the world of servicing; here are the most common findings of QC servicing from the past year. - Published: 2021-06-08 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/top-10-servicing-qc-findings-2020/ 2020 was a ground-shifting year, especially in the world of servicing; here are the most common findings of QC servicing from the past year. --- > Servicers with large portfolios of adjustable-rate loans pegged to LIBOR could face challenges; here’s how to manage the transition. - Published: 2021-06-02 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/preparing-for-transition-from-libor-to-sofr/ Servicers with large portfolios of adjustable-rate loans pegged to LIBOR could face challenges; here’s how to manage the transition. --- > Missing documentation has been an issue for mortgage lenders for years, and it remains a major obstacle even in today’s innovative industry. - Published: 2021-05-20 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/missing-mortgage-documents-costing-you-more-than-you-think/ Missing documentation has been an issue for mortgage lenders for years, and it remains a major obstacle even in today’s innovative industry. --- > Learn how our new Encompass Investor Connect integration makes the process of getting loan packages into QLink for QC audits a lot easier. - Published: 2021-04-29 - Modified: 2024-03-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/new-integration-with-encompass-speeds-qc/ Learn how our new Encompass Investor Connect integration makes the process of getting loan packages into QLink for QC audits a lot easier. --- > MetaSource, has integrated its best-in-class mortgage QC platform, QLink, with ICE Mortgage Technology’s Encompass Investor Connect portal. - Published: 2021-04-27 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-integrates-encompass-faster-mortgage-qc-process/ MetaSource, has integrated its best-in-class mortgage QC platform, QLink, with ICE Mortgage Technology’s Encompass Investor Connect portal. --- > Record-low interest rates and a global pandemic played major roles in the mortgage industry last year; here's what to expect in 2021. - Published: 2021-04-12 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/4-mortgage-market-trends-to-watch-2021/ Record-low interest rates and a global pandemic played major roles in the mortgage industry last year; here's what to expect in 2021. --- > This report includes MetaSource’s top 15 QC findings for 2020 along with a deep dive into our #1 finding and best practices for avoiding it. - Published: 2021-03-16 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/top-15-mortgage-qc-findings-for-2020/ This report includes MetaSource’s top 15 QC findings for 2020 along with a deep dive into our #1 finding and best practices for avoiding it. --- > Learn what MERS Members struggled with the most in 2020 and how you can improve your processes to avoid exceptions in 2021. - Published: 2021-03-03 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mers-qa-2020-findings-report-signs-of-improvement/ --- > Join MetaSource at the ICE Mortgage Technology Conference, Experience 21, to learn about the latest tools for prevailing the mortgage industry. - Published: 2021-02-25 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/join-us-experience-21-mortgage-business-innovation/ Join MetaSource at the ICE Mortgage Technology Conference, Experience 21, to learn about the latest tools for prevailing the mortgage industry. --- > Watch our latest video on quality control (QC) audit services and technology to learn how you can streamline your mortgage QC process. - Published: 2021-02-23 - Modified: 2024-03-08 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/streamline-mortgage-qc-process/ --- > Our whitepaper, Achieving Success in the Correspondent Lending Market, provides best practices for excelling in the secondary market. - Published: 2021-02-09 - Modified: 2024-01-08 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/correspondent-investors-guide-to-secondary-market-success/ --- > Learn what a digital mailroom is and how adopting one can set you up for future success in the mortgage industry. - Published: 2021-01-18 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/prepare-for-the-future-of-mortgage-with-a-digital-mailroom/ Learn what a digital mailroom is and how adopting one can set you up for future success in the mortgage industry. --- > Watch our newest video to learn about MetaWorx, MetaSource’s powerful workflow automation platform for the mortgage industry. - Published: 2020-12-17 - Modified: 2024-03-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/alleviate-whole-loan-purchase-review-challenges-metaworx%e2%84%a0/ Watch our newest video to learn about MetaWorx, MetaSource’s powerful workflow automation platform for the mortgage industry. --- > Access to affordable housing is critical to our country's health. MetaSource proudly supports the National Council of State Housing Agencies - Published: 2020-10-07 - Modified: 2024-05-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/in-proud-support-of-the-national-council-of-state-housing-agencies-making-affordable-housing-a-reality/ --- > Read about what the mortgage industry might look like after the pandemic & why you should consider implementing digital transformation solutions - Published: 2020-09-15 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-industry-post-covid-19-era/ --- - Published: 2020-09-03 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/what-was-learned-cmbas-2020-mortgage-innovators-conference/ --- > MetaSource looks back on the past 5 years since TILA- RESPA Integrated Disclosure (TRID) rules were instituted, and how these regulations impact lenders. - Published: 2020-09-01 - Modified: 2023-10-16 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/trid-turns-5-successfully-managing-mortgage-origination-compliance/ MetaSource looks back on the past 5 years since TILA- RESPA Integrated Disclosure (TRID) rules were instituted, and how these regulations impact lenders. --- > Learn how an emerging best practice for managing mortgage trailing documents is to utilize mailroom/PO box scanning services and workflow automation software. - Published: 2020-08-17 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/trailing-document-best-practices/ Learn how an emerging best practice for managing mortgage trailing documents is to utilize mailroom/PO box scanning services and workflow automation software. --- > Join MetaSource on Aug. 17 at the virtual 2020 Mortgage Innovators Conference to learn more about Symmetri and other automated solutions. - Published: 2020-08-10 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-at-2020-mortgage-innovators-conference-the-event-is-virtual-but-the-solutions-are-real/ Join MetaSource on Aug. 17 at the virtual 2020 Mortgage Innovators Conference to learn more about Symmetri and other automated solutions. --- > In the wake of the COVID-19 pandemic, a digital mailroom provides flexibility for remote work and a digitally-enabled workforce. - Published: 2020-08-05 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/digital-mailroom-services-for-remote-efficiency-in-the-mortgage-industry/ In the wake of the COVID-19 pandemic, a digital mailroom provides flexibility for remote work and a digitally-enabled workforce. --- > It's the season for starting in on the job of wrangling MERS data, but for mortgage servicers with the power of mintrak2 automation, it's just summer. - Published: 2020-07-23 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/make-short-work-of-mers-compliance-with-mintrak2/ It's the season for starting in on the job of wrangling MERS data, but for mortgage servicers with the power of mintrak2 automation, it's just summer. --- > After months of COVID-19 shutdowns, unresolved lien release issues can be a major source of disruption for servicers. - Published: 2020-07-06 - Modified: 2024-03-08 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/end-lien-release-headaches-and-focus-on-the-rebound/ --- > Mary Kladde Walraven, MetaSource's Senior VP of Mortgage Services, was recently named an honoree of NEXT's 50 Under 50 award. - Published: 2020-06-11 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/more-industry-honors-for-metasource-vp-of-mortgage-services/ Mary Kladde Walraven, MetaSource's Senior VP of Mortgage Services, was recently named an honoree of NEXT's 50 Under 50 award. --- > Mortgage servicers are bracing for turbulence during the coronavirus pandemic, but can limit disruption with careful quality control (QC) - Published: 2020-04-22 - Modified: 2021-07-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mortgage-servicing-quality-control-in-challenging-times/ --- > With powerful online tools for the mortgage industry, MetaSource can help you create digital workflows for managing your portfolios from wherever you are - Published: 2020-03-24 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/digital-workflow-solutions-that-get-you-to-work-from-wherever-you-are/ --- > With all of the uncertainty regarding the novel coronavirus, MetaSource has a plan in place to keep working with & assisting our customers. - Published: 2020-03-13 - Modified: 2024-05-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-coronavirus-business-continuity/ With all of the uncertainty regarding the novel coronavirus, MetaSource has a plan in place to keep working with & assisting our customers. --- > Learn how a MetaSource mortgage profitability analysis can improve your loan origination processes and reduce your cost per loan - Published: 2020-03-09 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-mortgage-profitability-analysis/ --- > Join MetaSource in Los Angeles at the MBA Tech2020 conference and expo and see a demonstration of our Symmetri software for bridging POS and LOS platforms. - Published: 2020-03-03 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-state-of-the-art-mortgage-origination-software-at-mba-tech2020/ Join MetaSource in Los Angeles at the MBA Tech2020 conference and expo and see a demonstration of our Symmetri software for bridging POS and LOS platforms. --- > Reconciliation and documentation of internal MERS QA policies and procedures were common challenges for MERS members in 2019, a MetaSource review shows - Published: 2020-02-27 - Modified: 2024-05-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/mers-qa-2019-hurdles-some-reconciliation-practices-a-continuing-source-of-difficulty/ --- > Join MetaSource at our 2020 Mortgage Servicing Conference and learn about our document solutions for mortgage servicers and subservicers. - Published: 2020-02-18 - Modified: 2024-05-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/join-metasource-at-2020-mortgage-servicing-conference/ Join MetaSource at our 2020 Mortgage Servicing Conference and learn about our document solutions for mortgage servicers and subservicers. --- > Our new website reflects the rapidly changing landscape of the mortgage industry, which is no longer content to lag behind in digital transformation - Published: 2020-01-20 - Modified: 2023-12-20 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/metasource-mortgage-2020-state-of-the-art-solutions-in-an-evolving-landscape/ --- > A review of post-close QC audits by MetaSource in 2019 shows the difficulty lenders have in consistently meeting regulatory and agency requirements - Published: 2020-01-15 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/top-15-mortgage-qc-findings-for-2019/ --- > Discover what the right automation system looks like: an end-to-end solution that allows you to redeploy knowledge workers to jobs where they can make a difference. - Published: 2019-12-03 - Modified: 2025-06-09 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/how-to-streamline-mortgage-origination-with-automation-a-whitepaper/ --- > The easiest, cheapest, or one-size-fits-all solution may not work for your organization when it comes to digital transformation via automation - Published: 2019-10-23 - Modified: 2021-07-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/not-easy-cheap-or-out-of-the-box/ --- > MetaSource solutions for state housing agencies include services and state-of-the-art technology for improving loan quality and efficiency. - Published: 2019-09-30 - Modified: 2024-05-15 - URL: https://mortgage.metasource.com/mortgage-quality-control-blog/join-metasource-at-ncsha-2019/ --- ---