Case Study: a U.S. mortgage lender achieves audit-ready file transfer automation with Progress MOVEit Automation

A U.S. mortgage lender supports 7,000–14,000 file transfers with Progress MOVEit

A major U.S. mortgage lender faced significant challenges due to disconnected file transfer processes, which made it difficult to track sensitive data, respond to audits, and troubleshoot vendor issues. They needed a centralized solution for visibility, governance, and automation to scale with their growing transaction volumes. They turned to Progress Software and implemented its MOVEit Automation product to address these challenges.

Progress Software provided a centralized platform that automated and tracked file transfers across more than 50 connections, including cloud storage, SFTP, and SharePoint. The solution extended with custom scripts to automate complex database and reporting workflows. As a result, the lender now supports approximately 80 automated workflows and between 7,000–14,000 file transfers during reporting periods. This provided a centralized audit trail for quickly verifying file activity, improved troubleshooting with greater visibility into vendor issues, and significantly strengthened operational reliability.