A mortgage SaaS provider cut SOC 2 audit work from months to days.
A mortgage appraisal SaaS provider used TruOps to organize SOC 2 evidence, vendor reviews, and policy attestations, cutting audit work from months to days.
A US SaaS provider serving mortgage lenders and appraisal vendors needed SOC 2 to win and keep customers in a regulated market. With TruOps as its central place for evidence, vendor reviews, policies, and control mapping, it achieved SOC 2 in less time, and its security director reported that audit work that used to take months took days.
- Customer
- Cloud platform for mortgage appraisal
- Customers served
- Mortgage lenders and appraisal vendors nationwide
- Framework
- SOC 2
- Results
- SOC 2 achieved faster. Vendor assessments cut from weeks to days.
The challenge
- Disjointed audit preparation. Evidence was spread across email, shared drives, and other systems, so audit prep was stressful and reactive.
- Manual vendor reviews. Dozens of vendors handled borrower and lender data, and reviews ran on spreadsheets and emailed questionnaires.
- Policy attestations tracked by hand. It was hard to prove every employee had acknowledged required policies.
- No central control mapping. Tracking compliance across business units was slow and easy to get wrong.
- Manual reporting. Status reports for leadership and auditors took significant effort.
What they did
- Stored and organized all SOC 2 evidence in one place, linked to controls.
- Ran vendor questionnaires from the platform, with results on one dashboard.
- Distributed policies and tracked employee attestations automatically.
- Mapped controls to SOC 2 for a single view of progress and gaps.
- Built tailored reports for leadership and auditors.
- Integrated vulnerability management, third-party risk, and ticketing tools.
Results
- SOC 2 achieved in a shorter timeframe with little disruption to daily work.
- Hundreds of hours saved each year on compliance work.
- Vendor assessments cut from weeks to days.
- A smoother audit, with auditors noting the organization and transparency.
- Stronger trust with lenders, appraisal vendors, and regulators.
In their words
“TruOps played a crucial role in streamlining our SOC 2 audit process, reducing what used to take months down to just days with the auditors. The platform’s efficient workflows and automation tools made it easy to manage and organize audit requirements without living in Excel spreadsheets. Their customer support is fantastic, always willing to go the extra mile and eager to collaborate on new feature requests.”
Director, Information Security (GRC)
How this works in TruOps 2.0
In TruOps 2.0, agents pre-fill the SOC 2 readiness assessment from your documents, monitor technical controls through read-only integrations during the observation period, and check vendor answers against their SOC 2 reports. Evidence is dated and linked to each criterion for the auditor. See the SOC 2 compliance guide.
About this story
This customer ran its program on the TruOps platform before TruOps 2.0. The results are as the customer reported them at the time.
Questions
How much time did the company save?
Its security director reported that SOC 2 audit work that used to take months took days, and vendor assessments went from weeks to days.
Related
Go from documents to a SOC 2-ready program, with evidence attached.
→FrameworksSOC 2AICPA Trust Services Criteria: Type I and Type II readiness.
→LearnSOC 2 compliance guideTen steps from scoping to your first SOC 2 report.
→IndustriesTechnology & SaaSSOC 2, ISO 27001, and a steady stream of customer questionnaires.
→See it run on your own data.
Book 30 minutes with a GRC specialist. Bring a real document, like a SOC 2 report, risk register, or vendor list (redacted is fine), and we'll show TruOps 2.0 working on it.