Triggered 12 months before the client's renewal date — Benchmark initiates the renewal conversation and re-enters the file into the pipeline.
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This process is being documented
We're working through this stage with the team. Check back soon, or use the feedback form on the Overview page to share what you know about this process.
What's coming
Renewal trigger setup and timing (maturity date – 12 months)
Rate shop and lender comparison process
Re-entry path to Before Phase / App Pending
Exit to Parked if client renews with existing lender directly