How GreenSky Rebuilt Secure File Sync and Share with ShareFile Software

The challenge

GreenSky is a fintech company that provides point-of-sale financing for the home improvement business. With more than 6 million consumers and over 10,000 merchant partners, the platform processes billions of dollars in transactions each year. Supporting that scale requires teams to regularly exchange documents across departments and with 
external partners. 

For GreenSky, keeping track of how this information is shared and who it’s shared with is an important part of their daily operations.

Managing Documents Across a Growing Network

As teams and partners shared more documents, GreenSky needed a more reliable way to manage and share information across the business. Over time, legacy folder structures and sharing practices made it harder to track how files were accessed and how permissions were handled.

For a company that regularly exchanges information with several external partners, the structure made it difficult to maintain clear oversight of document activity.

Consistency in how files were shared and accessed became increasingly important as teams worked across departments and external partners.

The solution

To address these challenges, GreenSky standardized secure document sharing using Progress® ShareFile® software.

Today, multiple teams across the company use ShareFile features to exchange information with other parties. Teams frequently rely on the platform when sharing documents with external parties. In other cases, teams onboarding new merchants use it to securely collect documentation. By centralizing these exchanges in the ShareFile platform, GreenSky created a more consistent and controlled way to handle external file sharing.

Key capabilities included:

• Centralized document sharing, helping teams manage files in a consistent and controlled way

• Improved visibility into document activity, allowing teams to track file access and monitor information

• Structured document workflows, minimizing the need for manual processes

These capabilities simplified how documents move across teams while improving visibility and oversight.

The result

Results: Greater Visibility and More Efficient Document Management

With ShareFile software in place, GreenSky established a more consistent approach for managing and sharing documents across teams.

As awareness of the platform grew internally, adoption expanded as well. Over time, the number of ShareFile licenses increased, reflecting broader use across teams that needed a secure way to exchange information.

The impact included:

• Improved visibility into document activity, helping teams track file access and maintain stronger oversight
• Reduced manual steps involved in handling documents, allowing teams to manage files more efficiently

• Established more consistent workflows for sharing documents

Looking Ahead

Maintaining clear and consistent document management remains an important part of GreenSky’s daily operations. ShareFile software helps GreenSky teams securely manage information while strengthening collaboration as the company grows.