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MetaSource Document Management Software & Workflow Automation Solutions








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MetaSource MetaStor

Powered by OpenText® ApplicationXtender (AX) Instant Document Management

MetaStor is a cloud-based Enterprise Content Management system that allows you to quickly retrieve, route and manage documents using standard browsers and mobile devices.

Tailor Made to Fit Your Needs
Rapid queue provisioning means quicker time to value and lower development costs. Flexible reporting dashboards enable meaningful and timely workforce management. New programs can be launched in days, not weeks, which frees you to focus on your customer instead of the process.

The MetaStor Advantage

  • Rapidly Deployed: No installation required, system is ready to use
  • Easy to Use: Interface is clean and intuitive, users require little training, and deploy the solution & go
  • Simple Subscription Model: Unlimited users and invoiced for actual storage usage
  • Disaster Recovery: Continuity plans implemented, server & location redundancy, and real time replication
  • Secure User Privileges: Controlled by multiple levels of security and includes document level security
  • Mobile Ready: Includes MetaMobil™ for iOS and Android


  • PCI Level 1, version 3 certified
  • SOC / AT 101 Type II and HIPAA compliant
  • Data is encrypted at rest
  • Configurable password rules
  • Document level security
  • Customizable audit trails

Simple Online Process Management

  • Reduce labor costs
  • Increase productivity
  • Shorten cycle times

Retention Management

  • Minimize risk
  • Eliminate lost files
  • Enforce compliance and retention policies


  • Increased productivity with MetaMobil, our scanning and document retrieval solution for smartphones and tablets

Contact MetaSource for more information about MetaStor cloud document management


OpenText Document Management Software Contact Us

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.