Mortgage Process Outsourcing & Automation
Reduce Costs & Improve Efficiency
Lenders, servicers, investors, and housing finance agencies (HFAs) need to ensure compliance, mitigate risk, and eliminate capacity constraints. MetaSource’s mortgage process outsourcing and workflow automation solutions are purpose-built to help you do exactly that.
Mortgage clients supported across the U.S.
MIN reconciliations per year
QC and purchase review audits performed annually
Ready to Solve Your Most Pressing Business Challenges?
With the rapidly evolving and increasingly competitive environment of today’s mortgage industry, professionals need a more effective way to scale capacity, boost efficiency, and reduce costs.
That’s where MetaSource mortgage automation and outsourced services come in.
Spend Less On Lending & Servicing Costs
Meet Agency & Investor Requirements
Reduce Operational Strain Without Adding Headcount
Increase ROI & Business Growth
Mortgage Automation & Outsourcing Services
Smarter Solutions for Modern Mortgage Operations
With a combination of intelligent technology and trusted outsourced services, you can achieve cost-effective, highly efficient operations and save valuable time and resources.
QC Audit & MERS QA Services
Meet agency, investor, and MERS requirements through expert pre-fund, post-close, servicing, and MERS QA audits.
Whole Loan Purchase Reviews
Improve turn times, meet lender partner expectations, improve staff satisfaction, reduce costs, and enhance loan quality all at once with expert outsourced services.
Due Diligence Services
Mitigate risk and ensure loan quality with comprehensive reviews for mortgage-backed securities and whole loan transactions that significantly minimize default probability.
Loan Boarding
Improve loan integrity by gaining actionable information in your servicing platform with MetaSource’s loan boarding solution.
Origination Automation
Eliminate manual, error-prone tasks from your mortgage origination process to increase speed to close, improve data accuracy, and reduce cost to originate.
Additional Mortgage Offerings
Reduce workload, stress, and risk with MetaSource’s additional mortgage services offered through our wholly owned subsidiary, Orion Financial Group, Inc.:
“I would confidently recommend this product to other organizations seeking to strengthen efficiency and compliance oversight.
It offers a balance of functionality and ease of use that supports both front-line staff and management. The vendor’s commitment to continuous improvement and customer success further reinforces its value. In short, it’s a solution that not only meets business needs but also contributes to sustainable process improvement and regulatory confidence.”
CLM Mortgage
Mortgage Software
Compliance & Workflow Automation Technology
MetaSource offers efficiency at scale and innovative business transformation by combining deep mortgage expertise with advanced, AI-enabled technology.
Gain Fast, Secure Access to QC Findings
Boost efficiency, expedite revisions, meet agency guidelines, and enhance loan quality with MetaSource’s QLink™ mortgage quality control software.
Improve MERS Data Reconciliation & Remediation
Reconcile and remediate MERS data issues with ease using mintrak2®.
Enhance Your Lien Release & Assignment Process
Reduce cycle times and manual effort while gaining clearer insight into lien releases and mortgage assignments with Eclipse™, offered through Orion Financial Group.
“We didn’t want to burn out our internal team, but we couldn’t hire staff fast enough. MetaSource gave us experienced people who worked like an extension of our staff and helped us catch up.”
Virginia Housing
“We had a high volume of work coming in at one time. MetaSource helped us eliminate our backlogs and our turn times have improved dramatically.”
PA Housing Finance Agency
Why Mortgage & Housing Finance Leaders Trust MetaSource
- Unmatched, Consistent Quality: Decades of experience helping mortgage lenders, servicers, investors, and HFAs succeed
- Consistent Execution at Scale: Reliable turn times and results across high-volume, mission-critical workflows
- Purpose-Built, Tailored Solutions: Configurable solutions tailored to your requirements, channels, and investor guidelines
- Transformation You Can Rely On: Automation technology combined with mortgage expertise to improve accuracy, efficiency, and compliance
Read the Latest on Mortgage BPO & Automation Solutions
- MERS Compliance
- Mortgage QC, News
- Mortgage QC
Frequently Asked Questions
Who does MetaSource work with in the mortgage industry?
MetaSource works with mortgage lenders, servicers, investors, and housing finance agencies, including independent mortgage banks, enterprise lenders, servicing organizations, and public-sector housing entities. Our mortgage automation and outsourcing services are designed for teams operating in highly regulated, high-risk environments.
Which mortgage processes can MetaSource help automate or outsource?
MetaSource mortgage automation services and outsourced offerings support core responsibilities, such as:
- Post-close and pre-fund QC audits
- Servicing QC audits
- MERS® QA reviews and annual review services
- MERS data reconciliation and remediation
- Due diligence and whole loan purchase reviews
- Loan boarding and origination automation
How is MetaSource different from mortgage software-only vendors?
Software alone doesn’t solve mortgage complexity. MetaSource pairs automation technology and mortgage software with hands-on expertise, tailors customs solutions to meet your needs, and helps you achieve real results through execution, accuracy, fast turn times, and compliance-driven solutions.