Reconciliation & Auditing Services

Reconcile Incomplete & Missing Information

Once your processes are streamlined and automated, it’s often necessary to reconcile whether or not incoming information and data are complete and accurate.

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

Our Mortgage Services Team helps mortgage originators and servicers fulfill the auditing requirements of all government-sponsored enterprises (GSEs) and other industry groups 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.

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.


To support both the MERS processing standards and the quality assurance responsibilities of MERS members, MetaSource has developed a full suite of MERS QA services and technology, designed to help every MERS Member meet the data standards and industry best practices related to satisfying MERS QA requirements with minimal headaches.

Contact us to learn more about our Reconciliation and Auditing Services

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