Case Studies
Mortgage Loan Processing
Company Overview Business Challenges
Operating in the mortgage lending sector, the company manages 1. Manual data extraction slowed processes.
loan applications through processes such as document collection,
data entry, verification, and coordination across lending platforms, 2. Inconsistent data handling.
serving clients with diverse and complex mortgage needs. 3. Limited data Mapping to Encompass.
4. Manual document categorization.
Defined Solution
5. Lack of automated data validation.
• Mortgage document categorization and search optimization.
• AI-driven mortgage data extraction and mapping.
Borrowers
• Configurable document templates.
List
• Streamlined document verification and change tracking.
• Tracking policy modifications for insights.
• Automated risk detection and flagging.
© 2025 Benchmark IT Solutions LLC. All Rights Reserved.
6-in-1 Estate and Trust Administration
Company Overview Business Challenges
The company specializes in modernizing legacy systems 1. An outdated FileMaker-based system needed to be
and building scalable, cloud-based platforms for modernized for cloud use.
compliance-driven industries. With decades of usage by
2. Handling complex federal and state tax calculations, paper
thousands of professionals, its solutions support complex
filing, and e-filing in a legacy environment was inefficient.
tax filing, legal accounting, and estate management for
law firms and fiduciary professionals. 3. Multiple specialized modules had to be migrated without
disrupting long-time user workflows.
Defined Solution
4. High reliability and precision were required due to the
● A fully cloud-based system supporting federal (1041, 706, system’s legal and financial sensitivity.
709) and state tax filings.
● Modules for law firm management, accounting, probate
forms, and inventory.
● Modern interfaces for handling fiduciary, estate, and
inheritance tax processing.
● Enhanced scalability, accessibility, and maintainability for
long-term use.
© 2025 Benchmark IT Solutions LLC. All Rights Reserved.
Title Insurance
Company Overview Business Challenges
The company provides commitment typing services to support 1. Manual extraction of property details from physical
title and settlement processes, offering accurate title documents is inefficient and error-prone.
commitment preparation through skilled teams and
streamlined workflows for the mortgage and title industry. 2. Document validation across multiple sources and formats
increases complexity.
Defined Solution 3. Data inconsistencies and errors impact insurance
eligibility assessments.
● OCR and LLM services automatically extract document data
(type, parties, references, property details). 4. Syncing documents across cloud platforms is difficult.
● Validation platform allows Skylark team to compare 5. Manual review doesn’t scale for large document volumes.
AI-extracted data with original documents and make corrections.
● Cloud storage integration (FTP, OneDrive, GDrive) ensures
seamless document synchronization.
● Pre-processing and automated queuing validate extracted data.
● Re-scan requests ensure accurate document data.
● AI-driven extraction reduces manual review, improving scalability
and efficiency. © 2025 Benchmark IT Solutions LLC. All Rights Reserved.
Commitment Typing
Company Overview Business Challenges
The company provides commitment typing services for the 1. Extracting specific data from large documents (up to 232
real estate and title industry, including document review, tax
pages), including deed information, mortgage details and
status search, and title commitment preparation, ensuring
accuracy and compliance with underwriter standards. legal references.
2. Varying formats and business rules complicate data
Defined Solution extraction across different document types.
● AI OCR and LLM extract key fields: deed type, names, 3. Ensuring accurate extraction of book/page numbers, deed
mortgage, tax info. dates, grantor/grantee details and instrument numbers.
● Business rules ensure accurate grantor type, dates, 4. Integrating the extracted data into ATR’s system in a
book/page, and instrument numbers. structured and usable format.
● Handles complex templates with master/subcategories for
flexible document formats.
● Extracted data is structured into JSON format for seamless
ingestion into ATR’s system, providing fast access for
decision-making.
● Automated extraction cuts manual effort, boosts accuracy,
and ensures legal compliance. © 2025 Benchmark IT Solutions LLC. All Rights Reserved.
Insurance Broker Management System
Company Overview Business Challenges
The company is a top insurance broker in the 1. Need for a centralized system to efficiently manage large
Portuguese-speaking market—#1 in Portugal, #3 in volumes of customer, agent, and policy data
Brazil—with 1,500+ staff. With 200+ in brokerage, it needed a
strong data system to streamline customer, policy, claims, and 2. Fragmented sales, claims, and commission handling
financial processes. across departments.
3. Lack of an integrated calendar system hinders effective
Defined Solution tracking of tasks, reminders, and internal operations
● Centralized CRM to manage customers, agents, products, and 4. Limited visibility due to siloed data across modules,
sales pipelines. slowing down informed decision-making
● Modules for claims, policy changes, and auto commission
5. Manual billing causing delays and errors
calculations.
● Built-in calendar, tasks, and reminders for efficiency.
● Secure access, role-based controls, and admin settings.
● Integrated tools for receipts, invoicing, and payments.
● Advanced reporting and universal search for easy access.
● SAP integration and structured legacy data migration.
© 2025 Benchmark IT Solutions LLC. All Rights Reserved.
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