A transaction's progress object can inform the viewer of where a given transaction is within its lifecycle from the time the order is received onto the order being completed.

Each progress object is made up of a series of Phases, which contain individual Tasks. When all of the given Tasks within a Phase are complete, the Phase is considered complete.

The order of Phases and Tasks are subject to change based on the the transaction's type or state.

Phases

Phase

Description

Order Received

The order has been received by Blueprint Title.

Information Gathering

We are in the process of requesting, reviewing, and processing all necessary title information to prepare for closing.

Closing Document Preparation

We have received, reviewed, and processed all necessary title information to move the order towards closing, and is now preparing the remaining closing documents for your review.

Closing

All closing documents have been prepared and provided to the appropriate parties to review before signing. The signed documents will be uploaded shortly after the signing.

Funding and Disbursement

Now that all documents have been executed, we are waiting to receive funds from the Lender/Buyer. Once we receive funds, they will be disbursed to all appropriate parties.

Recording

Funds have been disbursed to all parties. We are now in the process of submitting all documents for recording. All recorded documents will be uploaded shortly after recording.

Policies Issued

Funds have been disbursed and all documents have now been recorded. Title policies are being created and will be uploaded once prepared.

Tasks

Task

Phase

Description

Order Type

Title Search Requested

Information Gathering

A title search will be requested within 1 business day of receiving your order.

Refinance, Purchase, Loan

Title Search Received

Information Gathering

We are waiting for the title search to be returned from the title search provider which is expected within 5 business days from the date requested.

Refinance, Purchase, Loan

Title Commitment Prepared

Information Gathering

Once the title search package has been received, it will be reviewed and used to prepare a Preliminary Title Opinion or Title Commitment within 1 business day of receipt.

Refinance, Purchase, Loan

Borrower Information Received

Information Gathering

We are waiting to receive the borrower information which we will need to complete the title clearing process.

Refinance

Buyer Information Received

Information Gathering

We are waiting to receive the buyer information which we will need to complete the title clearing process.

Purchase, Loan

Seller Information Received

Information Gathering

We are waiting to receive the seller information which we will need to complete the title clearing process.

Purchase, Loan

Earnest Money Deposit Received

Information Gathering

The Earnest Money Deposit for this order has not yet been received from the buyer.

Purchase, Loan

Survey Completed

Information Gathering

The survey has not yet been completed.

Refinance, Purchase, Loan

HOA Resale Documents Received

Information Gathering

We are determining whether an HOA Resale Package will be required from the homeowner's association.

Purchase, Loan

Mortgage Payoff Statement Received

Information Gathering

If a prior loan exists, the Mortgage Payoff Statement will be sent from the lender and uploaded to the "Documents" section below once received.

Refinance, Purchase, Loan

Closing Protection Letter Uploaded

Information Gathering

After preparing the Closing Protection Letter, it will be available in the "Documents" section below.

Refinance, Loan

Preliminary Statement Created

Closing Document Preparation

We are in the process of creating a Preliminary Settlement Statement containing all costs.

Refinance, Purchase, Loan

Lender Closing Documents Provided

Closing Document Preparation

We are currently waiting on the lender to provide closing documents to us.

Refinance, Loan

Unsigned Documents Prepared

Closing Document Preparation

We are preparing closing documents for the borrower to review prior to closing.

Refinance

Buyer Unsigned Documents Prepared

Closing Document Preparation

We are preparing closing documents for the buyer to review prior to closing.

Purchase, Loan

Seller Unsigned Documents Prepared

Closing Document Preparation

We are preparing closing documents for the seller to review prior to closing.

Purchase, Loan

Signed Documents

Closing

Closing documents will be signed by the borrower at closing and uploaded to the "Documents" section below.

Refinance

Buyer Signed Documents

Closing

Closing documents will be signed by the buyer at closing and uploaded to the "Documents" section below.

Purchase, Loan

Seller Signed Documents

Closing

Closing documents will be signed by the seller at closing and uploaded to the "Documents" section below.

Purchase, Loan

Wire Received

Funding and Disbursement

Following authorization, we will confirm that funds have been received.

Refinance, Purchase, Loan

Funds Disbursed

Funding and Disbursement

Blueprint will disburse funds as soon as all necessary requirements, including lender approval, have been received. Most refinances require a 3 day Recission Period between Closing and Disbursement.

Refinance, Purchase, Loan

Final Settlement Statement Created

Funding and Disbursement

We will be creating the Final Settlement Statement and make it available for review in the "Documents" section below for all appropriate parties.

Refinance, Purchase, Loan

Documents Recorded

Recording

We are working to submit all legal documents to the appropriate county for recording.

Refinance, Purchase, Loan

Lender's Policy Issued

Policies Issued

The Lender’s Policy will be issued and uploaded to the “Documents” section below.

Refinance, Loan

Owner's Policy Issued

Policies Issued

The Owner’s Policy will be issued and uploaded to the “Documents” section below.

Purchase, Loan