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MetaSource Document Management Software & Workflow Automation Solutions








Current BPO Engagements

Reconciliation & Auditing Services

Reconcile Incomplete & Missing Information

Reconciliation & Auditing Services

Once your processes are streamlined and automated, it's often necessary to reconcile whether or not incoming information and data are complete and accurate to reduce the risk of a bad audit.

This can be a tedious and time consuming task, so we've developed this expertise to minimize your legal risk and so your people can focus on doing what they do best.

While workflow automation software helps ensure that all documents are captured in the new employee hiring process, including those required by law (W-2s, W-4s and I-9s), we provide reconciliation and auditing services for the mortgage industry and others needing to self-audit.

Mortgage Compliance Audits

With our Mortgage Compliance Advisors service, we help mortgage originators fulfill the self-auditing requirements by Fannie Mae and Freddie Mac on both a post-close and pre-fund basis.

Post-Close Auditing

We audit 10% of your post-close mortgage loans to fulfill Fannie Mae, Freddie Mac and FHA requirements. No one does it faster or better, and we discuss findings directly with you. Learn more...

Pre-Fund Auditing

To fulfill Fannie Mae and Freddie Mac pre-fund audit requirements, we conduct these audits in less than 48 hours, which includes findings, overall loan score and loan risk score. Learn more...

Contact us to learn more about our Reconciliation and Auditing Services


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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.