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

PhaseDescription
Order ReceivedThe order has been received by Blueprint Title.
Information GatheringWe are in the process of requesting, reviewing, and processing all necessary title information to prepare for closing.
Closing PreparationWe've received, reviewed, and processed all necessary title information to move your transaction towards closing. We are now preparing the remaining closing documents for review and will be reaching out to schedule closing appointments.
ClosingAll 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 DisbursementNow 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.
RecordingFunds 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 IssuedFunds have been disbursed and all documents have now been recorded. Title policies are being created and will be uploaded once prepared.

Tasks

TaskPhaseDescriptionOrder Type
Title Search RequestedInformation GatheringA title search will be requested within 1 business day of receiving your order.Refinance, Purchase, Loan
Title Search ReceivedInformation GatheringWe 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 PreparedInformation GatheringOnce 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 ReceivedInformation GatheringWe are waiting to receive the borrower information which we will need to complete the title clearing process.Refinance
Buyer Information ReceivedInformation GatheringWe are waiting to receive the buyer information which we will need to complete the title clearing process.Purchase, Loan
Seller Information ReceivedInformation GatheringWe are waiting to receive the seller information which we will need to complete the title clearing process.Purchase, Loan
Earnest Money Deposit ReceivedInformation GatheringThe Earnest Money Deposit for this order has not yet been received from the buyer.Purchase, Loan
Survey CompletedInformation GatheringThe survey has not yet been completed.Refinance, Purchase, Loan
HOA Resale Documents ReceivedInformation GatheringWe are determining whether an HOA Resale Package will be required from the homeowner's association.Purchase, Loan
Mortgage Payoff Statement ReceivedInformation GatheringIf 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 UploadedInformation GatheringAfter preparing the Closing Protection Letter, it will be available in the "Documents" section below.Refinance, Loan
Borrower Closing ScheduledClosing PreparationOnce the transaction is Clear to Close, the borrower's closing appointment will be scheduled with the closing date displayed here.Refinance
Buyer Closing ScheduledClosing PreparationOnce the transaction is Clear to Close, the buyer's closing appointment will be scheduled with the closing date displayed here.Purchase, Loan
Seller Closing ScheduledClosing PreparationOnce the transaction is Clear to Close, the seller's closing appointment will be scheduled with the closing date displayed here.Purchase, Loan
Preliminary Statement CreatedClosing PreparationWe are in the process of creating a Preliminary Settlement Statement containing all costs.Refinance, Purchase, Loan
Lender Closing Documents ProvidedClosing PreparationWe are currently waiting on the lender to provide closing documents to us.Refinance, Loan
Unsigned Documents PreparedClosing PreparationWe are preparing closing documents for the borrower to review prior to closing.Refinance
Buyer Unsigned Documents PreparedClosing PreparationWe are preparing closing documents for the buyer to review prior to closing.Purchase, Loan
Seller Unsigned Documents PreparedClosing PreparationWe are preparing closing documents for the seller to review prior to closing.Purchase, Loan
Signed DocumentsClosingClosing documents will be signed by the borrower at closing and uploaded to the "Documents" section below.Refinance
Buyer Signed DocumentsClosingClosing documents will be signed by the buyer at closing and uploaded to the "Documents" section below.Purchase, Loan
Seller Signed DocumentsClosingClosing documents will be signed by the seller at closing and uploaded to the "Documents" section below.Purchase, Loan
Borrower Closing CompletedClosingFollowing the borrower's scheduled closing appointment, the closing will be complete.Refinance
Buyer Closing CompletedClosingFollowing the buyer's scheduled closing appointment, the closing will be complete.Purchase, Loan
Seller Closing CompletedClosingFollowing the seller's scheduled closing appointment, the closing will be complete.Purchase, Loan
Wire ReceivedFunding and DisbursementFollowing authorization, we will confirm that funds have been received.Refinance, Purchase, Loan
Funds DisbursedFunding and DisbursementBlueprint 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 CreatedFunding and DisbursementWe 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 RecordedRecordingWe are working to submit all legal documents to the appropriate county for recording.Refinance, Purchase, Loan
Lender's Policy IssuedPolicies IssuedThe Lender’s Policy will be issued and uploaded to the “Documents” section below.Refinance, Loan
Owner's Policy IssuedPolicies IssuedThe Owner’s Policy will be issued and uploaded to the “Documents” section below.Purchase, Loan