Mortgage Document & Data Management

MetaSource has the expertise and resources to capture data from all loan documents, trailing documents and electronic files from all ingestion channels, including:

  • Secure File Transfer Protocol (SFTP)
  • Web Services
  • Fax
  • Paper, including trailing docs in the mailroom
  • Email
  • Mobile Applications
  • Third Party Applications


With our mailroom service, we will pick up your incoming loan documents, trailing documents, correspondence, and all other mail and have it delivered, prepped, batched, scanned, indexed, and uploaded to MetaStor or another repository so that they can be processed the same day. This service combines our deep experience in content and data capture and our use of optical character recognition (OCR) software, barcodes and other advanced capture technology that we also sell and implement.

Loan Boarding for Servicers & Sub-Servicers

MetaSource Mortgage helps lenders overcome the following challenges:

  • Transfers include Blob files containing un-indexed documents so you can't identify risk from missing documents and CFPB audits
  • Transfers include indexed documents that may not be indexed correctly, increasing buyer risk
  • Time to board a loan is too long, causing compliance risk
  • Post transfer, checking data integrity is time consuming, costly, and error prone

Find out how we do it...

Assignment of Mortgages (AOM) Service

When loans are bought and sold, the buyer is the beneficiary, so we recommend that they take control of the process and partner with an experienced third party to ensure that assignments are done correctly. When the buyer is in control of the assignment, they can follow up to make sure everything gets signed, returned and sent for electronic recording. We manage the assignment process every step of the way until the recording process is complete.

Learn more...

Legacy Content Migration

Lenders often find the need to migrate data from legacy loan origination and servicing software that are home grown, no longer supported by the original vendor and/or are too costly and risky to maintain. We will extract the data from your legacy systems so that you have secure and instant access to it and you are no longer paying to maintain unused/unsupported legacy systems. As with our mailroom service, legacy content migration combines our deep content professional services and application development expertise with enterprise content management (ECM) technology like InfoArchive.

Contact us to learn more about our mortgage document scanning & data ingestion services