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Learn how to navigate the pipeline, use the role and deal-type filters, read step reference codes, and leave feedback that the team can actually act on.
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Pipeline Overview

The full Benchmark mortgage lifecycle — from first contact through to post-funding and renewal. Click any stage to see its documented process. Use step reference codes when giving feedback.

Giving feedback? Quote the step reference — e.g. B2-RST-5 means Before phase, App Pending stage, Renewal/Switch/Transfer process, Step 5.

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Step Reference System — How to Give Feedback

B2-RST-5 Before · App Pending · Renewal/Switch/Transfer process · Step 5
D1-NP-3 During · App Rec'd · New Purchase process · Step 3
A1-4 After · Funded · Step 4
PKD-DNQ-2 Outcome · DNQ · Step 2
Phase: B Before · D During · A After · PKD Parked
Process: NP New Purchase · RST Renewal/Switch/Transfer · RF Refinance · PR Pre-Approval · IR Info Request
After phase and Parked states: step number only — no process code needed