• (888) 634-7684
MetaSource Document Management Software & Workflow Automation Solutions








Current BPO Engagements


MetaSource Announces Enhancement of State Regulatory Quality Control Audits

MetaSource Marketing | Wednesday, October 04, 2017

Orion Financial Group Joins MetaSource

MetaSource Adds State Specific Regulatory Quality Control Audits To Their Industry Leading Portfolio of Solutions.

Salt Lake City, Utah – MetaSource, the leading provider of business process management (BPM), workflow, and compliance solutions, today announces the acquisition of Dallas-based Orion Financial Group. This acquisition further strengthens the MetaSource mortgage portfolio of solutions, specifically by expanding and adding depth to its existing lien release offering.

MetaSource, the leading provider of mortgage quality control (QC), risk management, and workflow automation solutions, announced today it has enhanced their already best-in-class post-close QC offering to include a state regulatory audit.

MetaSource provides lenders with independent third-party state compliance reviews during the post-close audit that may expose issues related to salability in post-closing or be uncovered during a regulatory audit. This review provides lenders significant risk mitigation benefits by addressing loan quality issues.

With the growing concern that the Consumer Financial Protection Bureau (CFPB) is taking a step back in terms of their enforcement of consumer protection laws, it seems that state agencies are readying to fill that role. As such, mortgage lenders will incur the additional challenge of ensuring compliance with the myriad of state specific requirements. In anticipation of the increase in state regulatory scrutiny, this offering enhancement from MetaSource will deliver lenders an extra level of protection.

“MetaSource is excited to extend this safeguard to our lending partners,” said Mary Kladde, Senior Vice President of Mortgage Services at MetaSource. “As the industry continues to evolve and increase in complexity from a regulatory stand point, this is an example of MetaSource’s vigilance in offering clients a means to monitor multi-state processes, limit liability, and protect their businesses.”

This enhanced service will be available as part of a bundled post-close audit, as well as, a standalone offering. For more information, visit http://mortgage.metasource.com.

About MetaSource 

MetaSource is a technology-focused provider of Business Process Outsourcing (BPO) / Business Process Management (BPM) services integrated with Enterprise Content Management (ECM), workflow solutions, compliance services and customer experience processes. MetaSource helps its clients manage risk, improve quality, increase efficiency, and to realize their most important goals – with special expertise serving the mortgage industry. MetaSource’s mortgage services include quality control (QC) audits (pre-fund, post-close, servicing, MERS), lien release, whole loan purchase reviews, and more. All MetaSource solutions enable its clients to focus on their core business while MetaSource does the rest. More: http://mortgage.metasource.com.


Colin Graf
Director of Marketing
(267) 552-6379


All Recent Posts