Ensure Compliance with Workflow Automation Software & Services

MetaSource provides comprehensive workflow automation and document management services that ensure compliance with CFPB, TRID, FHA, Fannie Mae, Freddie Mac, and other regulatory bodies with secure access, automated document retention scheduling, instant search and retrieval, and auditor self-service.

Mortgage Industry

Fannie Mae and Freddie Mac require both a pre-fund QC audit and post-close QC audit on a percentage of all mortgages originated. For those conducting post-close audits internally, third-party software exists to help ensure these audits are conducted as thoroughly as possible.

Additional Compliance

  • Back Office: securely and confidentially manage all content related to hiring, invoicing, auditing and more
  • Self-Service Auditing: make third party auditing easier by authorizing access so that auditors can search and retrieve documents on their own
  • Retention Scheduling: automatically apply a retention schedule to each document so that it can be stored for only as long as it needs to be and is destroyed when the retention period expires