To effectively monitor the progression of a transaction, users take advantage of the Status Tracker available in the Blueprint Portal’s UI. This tool offers a hierarchical view of the transaction process, broken down into Phases, Milestones, and Tasks.
Blueprint Status Tracker
- Tasks: These are the fundamental units of work that steer a transaction towards completion. Every task is part of a milestone. For a comprehensive list of all tasks, see below.
- Milestones: A milestone groups several tasks together. It is marked complete once all its associated tasks are finished.
- Phases: This is the overarching level, comprising various milestones. A phase is complete when all the milestones within it are fulfilled.
Blueprint's API allows users to fetch the list of Transaction Tasks in its entirety.
For an example request and payload, please see List Transaction Tasks
For a comprehensive list of Tasks, Milestones, and Phases, please see below:
Tasks
The order and presence of Tasks is subject to change based on the transaction's type or state.
| Task | Milestone | Order Type |
|---|---|---|
| Borrower Intake Forms | Information Gathering | Refinance |
| Buyer Intake Forms | Information Gathering | Purchase, Loan |
| Seller Intake Forms | Information Gathering | Purchase, Loan |
| Mortgage Payoff Statement | Information Gathering | All |
| Earnest Money Deposit | Information Gathering | Purchase, Loan |
| HOA Resale Documents | Information Gathering | Purchase, Loan |
| Title Search | Title Clearing | All |
| Title Commitment | Title Clearing | All |
| Title Requirements | Title Clearing | All |
| Closing Protection Letter | Title Clearing | Refinance, Loan |
| Borrower Closing Scheduled | Closing Preparation | Refinance |
| Buyer Closing Scheduled | Closing Preparation | Purchase, Loan |
| Seller Closing Scheduled | Closing Preparation | Purchase, Loan |
| Preliminary Statement | Closing Preparation | All |
| Final Settlement Statement | Closing Preparation | All |
| Lender Closing Documents | Closing Preparation | Refinance, Loan |
| Borrower Closing Documents | Closing Preparation | Refinance |
| Buyer Closing Documents | Closing Preparation | Purchase, Loan |
| Seller Closing Documents | Closing Preparation | Purchase, Loan |
| Borrower Signed Documents | Closing | Refinance |
| Buyer Signed Documents | Closing | Purchase, Loan |
| Seller Signed Documents | Closing | Purchase, Loan |
| Borrower Closing Completed | Closing | Refinance |
| Buyer Closing Completed | Closing | Purchase, Loan |
| Seller Closing Completed | Closing | Purchase, Loan |
| Wire Received | Funding & Disbursement | All |
| Funds Disbursed | Funding & Disbursement | All |
| Documents Recorded | Recording | All |
| Lender's Policy | Policies Issued | Refinance, Loan |
| Owner's Policy | Policies Issued | Purchase, Loan |
Milestones
The order of Milestones is subject to change based on the transaction's type or state.
| Milestone | Phase |
|---|---|
| Information Gathering | Clear-to-Close |
| Title Clearing | Clear-to-Close |
| Closing Preparation | Closing |
| Closing | Closing |
| Funding & Disbursement | Post-Closing |
| Recording | Post-Closing |
| Policies Issued | Post-Closing |
Phases
| Phase |
|---|
| Clear-to-Close |
| Closing |
| Post-Closing |