Benchmark Mortgage
5160 Tennyson Pkwy STE 1000,
Plano, 75024, TX,
United States
Plano, 75024, TX,
United States
1 972-398-7676
Banking and Financial Services
Benchmark Mortgage Technographics
Benchmark Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Benchmark Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 850 Benchmark Mortgage employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Benchmark Mortgage has purchased the following applications: Clearstar ESR Check for BackGround Screening in 2018, Floify POS for Point Of Sale in 2018, Microsoft 365 for Collaboration in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Benchmark Mortgage is running and its propensity to invest more and deepen its relationship with Clearstar , ADP , Floify or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Benchmark Mortgage revenues, which have grown to $400.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Benchmark Mortgage intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Benchmark Mortgage Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Clearstar | Legacy | Clearstar ESR Check | BackGround Screening | HCM | n/a | 2018 | 2018 |
Benchmark Mortgage implemented Clearstar ESR Check in 2018 to centralize BackGround Screening workflows within its HR onboarding process. The deployment supported the corporate HR team in the United States and was used to manage a documented hiring rate of approximately four to five new employees per day during a temporary HR coordinator coverage period.
Clearstar ESR Check was used to place background check orders through Employment Screening Resources ESR and to manage employment verification tasks for both active and non-active employees. Functional usage included ordering background reports, tracking screening status, and coordinating pre-employment gating steps such as collection of candidate identification and completion of Form I-9.
Operational practice showed Clearstar ESR Check operating alongside E-Verify execution and HR document workflows, with HR staff manually initiating E-Verify checks and assembling new hire packages after screening completion. The implementation covered core HR and administrative business functions, concentrating on onboarding, verification of employment, and candidate credential collection rather than cross-departmental processes.
Governance during the rollout was exercised through HR task ownership, with defined daily duties for voicemail and email intake, verification of employments, screening requests via ESR, E-Verify processing, and I-9 completion to maintain continuity while the primary coordinator was on leave. The narrative positions Clearstar ESR Check as the screening engine integrated into standard onboarding sequences and HR operational routines.
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Core HR | HCM |
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2021 | 2021 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Floify | Legacy | Floify POS | Point Of Sale | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018 Benchmark Mortgage implemented Floify POS on its website to establish a digital front end for mortgage application intake. Floify POS functions as a Point Of Sale solution embedded in the corporate site to capture borrower intent and initiate online origination workflows for retail mortgage channels.
The deployment of Floify POS at Benchmark Mortgage centers on borrower-facing capabilities common to the Point Of Sale category, including a borrower portal, online application intake, configurable checklists, secure document collection, and status tracking. The Floify POS implementation was configured to mirror mortgage application stages so that borrower uploads and checklist progress map to established underwriting and processing checkpoints.
Operationally the Floify POS instance is positioned as the primary digital intake channel on Benchmark Mortgage’s website, directing customers into downstream loan origination and back-office processing workflows. Governance adjustments accompanied the rollout, including standardization of digital intake checklists and handoff procedures between borrower-facing teams and operations, to embed the Floify POS workflow into existing origination operations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Benchmark Mortgage implemented Microsoft 365 as a core collaboration platform. Benchmark Mortgage references Microsoft 365 on their website, indicating organization-wide adoption of Microsoft 365 for Collaboration and productivity workflows. The deployment reflects a centralized Microsoft 365 tenant model providing email, document management, real-time chat and meetings, and cloud-synced productivity applications.
Configuration and governance centered on tenant-level administration, Azure Active Directory identity management, role-based administrative controls, and standard collaboration policy settings to manage access and sharing. Operational scope covers the company's United States operations and enterprise functions such as IT, loan origination, operations, sales, and HR, using Microsoft 365 to standardize communications and document collaboration. The implementation emphasizes platform-level controls, tenant configuration, and phased user onboarding as primary rollout mechanisms.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Intelligent Document Processing | Content Management |
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2024 | 2024 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management, iPaaS (Integration Platform as a Service) | PaaS |
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2025 | 2025 |
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Transactional Email | PaaS |
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2018 | 2018 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Benchmark Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Benchmark Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Benchmark Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Benchmark Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Benchmark Mortgage Technographics
Benchmark Mortgage is a Banking and Financial Services organization based in United States,
with around 850 employees and annual revenues of $400.0 million.
Benchmark Mortgage operates a diverse technology stack with applications such as
Clearstar ESR Check, Floify POS and Microsoft 365,
covering areas like BackGround Screening, Point Of Sale and Collaboration.
Benchmark Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Clearstar, Floify and Microsoft.
Benchmark Mortgage recently adopted applications including
Zapier Automation Platform in 2025, Floify Mortgage Automation in 2024 and ADP Workforce Now in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Benchmark Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Benchmark Mortgage’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Benchmark Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.