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MetaSource Document Management Software & Workflow Automation Solutions








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ECM, Workflow, Reporting and Mobile for Mortgage

LoanStor | ECM, Workflow & Reporting | Metasource

LoanStor is a robust enterprise content management (ECM) and workflow system for the mortgage industry. With LoanStor, mortgage originators and servicers can offload the entire loan process and enjoy the following benefits:

  • Reduced Processing: save time with every document is classified by type, indexed and automatically routed to LoanStor Workflow Queues
  • Increased Awareness: increased insight with instant identification of loan file deficiencies without human review; Automated system generated reporting of missing documents - available online & real time
  • MetaMobil Flexibility: increased productivity with receipt of trailing documents, including MetaMobil our scanning and document retrieval solution for smart phones and tablets
  • Escalation Workflow: advanced insight with Workflow Queue Management, KPI's and Business Activity Monitoring. Automated escalation, notification and re-routing of loan files out of compliance

Where We Help

  • New loan boarding
  • Loan portfolio acquisition and transfer
  • Mailroom
  • Loss mitigation
  • Rules-based document routing
  • Real-time document deficiency reporting
  • CFPB Servicing file requirements
  • Extension of ECM to non-loan areas: HR, AP & Legal

Our Platform

  • True workflow platform
  • Business activity monitoring
  • Agile implementations
  • Cloud or premise installation
  • Mobile integration
  • Real-time hot site disaster recovery
  • PCI Level 1, version 3 certified
  • SOC / AT 101 Type II and HIPAA compliant

Contact MetaSource for more information about LoanStor workflow automation software


OpenText Document Management Software Contact Us

Whitepaper: Leveraging Better Data & Process Management for Success In Mortgage Servicing Transfers

Regulatory risk around servicing transfers continues to be a hurdle for enticing investors to engage in the market. This is largely dependent upon lenders’ ability to ensure the quality of the assets being traded. The best strategy for taking the risk out of servicing transfers from a regulatory standpoint and verifying the soundness of underlying assets is through enhanced data and process management.