Ensure Compliance with Workflow Automation Software & Services
MetaSource provides comprehensive workflow automation, document management and services that ensure compliance with Fannie Mae, Freddie Mac, CFPB, HIPAA, DOT, FMSCA, and other regulatory bodies with secure access, automated document retention scheduling, instant search and retrieval, and auditor self-service.
While we work with clients in a wide variety of industries, we offer special workflow automation and document management expertise in the following:
Mortgage Industry
While pre-fund QC audits—including our discretionary pre-fund QC option—help ensure zero defect loans, our solutions also ensure compliance with Fannie Mae and Freddie Mac requirements for post-close audits and federal and state guidelines for document retention.
Our full suite of MERS QA services also helps to ensure that you’re MERS audit ready all year long, and our mortgage lien release service decreases the number of lien release rejections, reduces liability, satisfies borrowers, and ensures that the process is being done efficiently with a best practices approach honed over the last 30 years.
Learn more about our mortgage solutions
Healthcare Industry
Regulations such as the Healthcare Insurance Portability & Accountability Act (HIPAA) require that hospitals and other healthcare providers store and manage patient information securely. However, more than just secure access is required, including backups, audit trails and physical safeguards.
Transportation Industry
We help trucking companies and transportation brokers meet Department of Transportation (DOT) and Federal Motor Carrier Safety Administration (FMCSA) regulations around drivers and deliveries.
Government Agencies
Municipal state and local government agencies can ensure confidentiality of case management files for courts, health and social services. They can be securely archived until they are ready for final disposition, removing the possibility of destruction due to disasters.
Additional Compliance
- Back Office: securely and confidentially manage all content related to hiring, invoicing, auditing and more
- Self-Service Auditing: make third-party auditing easier by authorizing access so that auditors can search and retrieve documents on their own
- Retention Scheduling: automatically apply a retention schedule to each document so that it can be stored for only as long as it needs to be and is destroyed when the retention period expires