Overview › After Phase › Post-Funding
● After Phase — A1

Post-Funding

Steps that begin immediately after a deal funds — compliance, celebration, and setting up the long-term relationship.

Trigger In
Deal funded. Lender advances the mortgage and it is registered on title. File moves to Funded stage in EP.
Immediate Mortgage VA
A1-1
Update maturity date in CRM
Pull the maturity date from the commitment letter and record it in the client profile in EP. This date drives all future renewal reminders and the Annual Review cadence.
⚑ Do not close the Funded stage without confirming this is entered. A missing maturity date breaks the entire renewal process downstream.
Immediate AUTO
A1-2
Congratulations sequence
EP triggers automatically when the card moves to Funded:
  • Congratulations email to client
  • Google review request
  • Kidsport donation note
⚠ GAP — confirm whether these are one email or separate; confirm Kidsport donation amount and process
Day 2–3 Client Care
A1-3
Send closing gift
Send a closing gift to the client based on their location.
IF ›
Applies to all funded clients
ConditionGift
St. Albert postal code (T8N)Local goods delivery arranged
All other locationsDigital gift card sent via email
⚠ GAP — full gift process and delivery method to be documented
Month 1 Mortgage VA
A1-4
One-month follow-up call
Call the client approximately 30 days after funding. Keep it brief and warm — this is a check-in, not a sales call.
  • Everything going well? Happy with the property and the process?
  • Any questions about the mortgage, payments, or next steps?
  • Referral ask: do you know anyone who could benefit from our help?
  • Let them know Benchmark will be in touch annually for a mortgage review
⚠ GAP — call script and channel (phone vs. email) to be confirmed
After Month 1 call Mortgage VA
A1-5
Log outcome and set Annual Review reminder
Log the call outcome in the CRM and set the first Annual Review reminder for 12 months from the funding date.
Trigger Out
Client enters stay in touch — no active process. Waits for the Annual Review trigger (anniversary date) or the Renewal process (approaching renewal date).