This site documents how Benchmark works — the steps, the roles, and the handoffs for every stage of a deal. You're here because your input makes it accurate.
You don't need any technical knowledge. Just read through the steps for your role, flag anything that's wrong or missing, and submit. That's it.
Each review takes about 5–10 minutes per page. The more specific your feedback, the faster it gets incorporated.
Use the navigation bar at the top to move between phases. Each phase (Before, During, After) contains individual stage pages — one page per stage of the pipeline.
Go to the stage most relevant to your role. If you're an Underwriter, start with App Rec'd. If you're in Client Care, the App Pending and Doc Collection stages are yours. The During phase covers everything from application to compliance.
Every process page has a filter bar at the top. Use it to show only the steps that apply to your role and deal type. Steps that don't match your selection will hide — the page clears down to exactly what you need to look at.
If deal-type-specific variations haven't been documented yet, the filter may not change much — steps are currently marked "All" as a placeholder. Your feedback is what fills those gaps.
Each step shows who owns it (the role badge), what to do, and — for steps that depend on the situation — a purple Conditional block showing the if/then logic.
Role badge colours: teal = Underwriter, green = Client Care, amber = Broker. Steps owned by other roles are still visible when the filter is set to "All" — useful for understanding the full picture.
Every step has a small code in the top-right corner — something like D6-3 or D1-7. The first part is the stage (D6 = Commitment, D1 = App Rec'd), the second part is the step number.
Click the code and two things happen: the code gets pre-filled into the feedback form at the bottom of the page, and the page scrolls down to the form. No ambiguity about which step you mean.
You can also type a reference code directly into the form if you prefer. But clicking is faster — especially if you're already on the step you want to comment on.
The form has four types. Pick the one that best describes what you're submitting.
Your feedback goes straight into a review log. Here's the loop:
Every page has an Open Gaps section at the bottom. These are things we know are missing but haven't documented yet — either because we haven't had the right conversation, or because it's waiting on your input.
If you see a gap that applies to you, that's an invitation. Use the feedback form to fill it in — just reference the gap in your notes. You don't need to write anything formal. A few sentences about how it actually works is enough to get it documented.
Gaps aren't a sign that the process is broken. They're an honest acknowledgement of what's still to be learned.