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MetaSource Document Management Software & Workflow Automation Solutions








Current BPO Engagements

Contact Center & Customer Experience (CX) Technology

Contact Center & Customer Experience (CX) Technology

MetaSource uses best-in-class technology to enhance the customer experience. We are committed to continuous process improvement, and as such invest heavily in innovation and solutions that improve results. It is our technology that enables growth and our multifaceted solutions that solve real problems.

The technology we use includes:

  • Interactive Voice Response (IVR)
  • Automatic Call Distribution (ACD)
  • Skills Based Routing
  • Multiple Communication Channels
  • Dialer (Preview, Precise, Power, and Predictive modes)
  • Blended Inbound/Outbound

Tools within our service offering:

  • Custom developed web and mobile applications
  • Canned and/or custom reporting
  • Client services managers who advocate for you
  • Best in class quality assurance program
  • Business Intelligence (BI) and analytics
  • Cloud or hosted data storage solutions
  • Customized software development capabilities
  • Professional services group
  • Workflow design and implementation
  • Project management office (PMO)
  • Robust time tested implementation methodology
  • Quality Assurance Program

Contact us to learn more about our Customer Experience & Contact Center Services


MetaSource Services 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.