What’s New in Blueprint

Blueprint is always improving the title and closing experience. Take a look at the latest updates we made to improve transparency and track the momentum of each closing. 

Feature Release v3.14.0 | 1.23.2022

Google Authentication Login

Using a new device? Forgot your Blueprint password? There’s a new way to access Blueprint with our latest feature update. 

 

Now, you can sign in with Google. 

 

Click on the Sign in with Google button, choose the email address attached to your Blueprint account, enter your email login credentials, and you’re in! 

Feature Release v3.13.0 | 12.19.2023

To see a summary of the information below, watch this short demo video highlighting all of our feature updates and what they mean! 

New features:

  • Conditions
  • Last Completed Task
  • Progress Card
  • Transaction Header Alerts
  • Requirements for Clear Title

Updated Features:

  • Milestone Bar
  • Tasks Card Enhancements

Transparency

See Quick Updates on Your Transactions

Communication is one of the keys to closing on time. These new features on your Transactions Dashboard help you quickly assess how your transaction(s) are progressing and the most recent activity completed by the Blueprint Team.

 

  • Conditions
  • Last Task Completed

 

Conditions

When logging into your Blueprint account, you’ll find a new column on the Transactions Dashboard called Condition. This feature is designed to keep you informed on how we are pacing to meet your desired close date. There are three conditions: 

 

  • On Track
  • Off Track 
  • Clear To Close

 

Each communicates the overall state of a transaction as it moves toward its closing date. 

On Track signals a transaction and its milestone tasks are aligned with the projected closing date.

 

Off Track signals that the closing date is approaching but a required task to close is pending. If the task can’t be completed before the scheduled closing, the closing date may need to be moved. To uncover why a transaction is marked as Off Track, you can navigate to the Status Tracker Milestones and explore which tasks are outstanding.

 

Clear-to-Close indicates that the Blueprint team has finished all tasks required to clear title and prepare the file for pre-closing. 

Last Completed Task

The second column that has been added to the Transaction Dashboard is Last Completed Task.

 

Here you’ll see a short description and the date of the most recently completed task, highlighting the most recent activity conducted by anyone associated with the transaction. 

 

To get more details and see the other recently completed tasks, click on the property address of a transaction to open the Transaction Details Page. 

 

 

Momentum

Track Progress on Each Transaction

Moving real estate transactions from contract to closing to recording involves multiple parties and tasks. Navigate to the Transaction Details Page from your Transaction Dashboard to track all the moving pieces and get into the details with these new features.

 

  • Progress Card
  • Recent Documents UploadedNotification
  • Recent Tasks Completed Notification

 

The Progress Card

The Progress Card displays the transaction’s condition, scheduled closing date, and momentum toward completing the three primary phases of a transaction.

 

Each phase correlates to a group of Milestone Tasks in the Status Tracker; Clear-to-Close, Closing, Post Closing. The rings fill up as tasks in a phase are completed.

 

The number of associated tasks and the time it takes to complete them will vary depending on each transaction’s contract, title, lender, and other requirements. 

Recent Documents Uploaded

When a new document is available, you’ll see the alert update to the number of pending documents requiring action or available for your review. 

 

Click on the alert, and you’ll be taken to the Documents section, where you can view, download, upload, and sign the document.  One thing that Blueprint cannot change about the closing process is the number of documents needed to process a transaction. Still, we are focused on making it easy to access and review all the relevant documents in one place. 

Recent Tasks Completed

Click on Recent Tasks Completed under the property address to see which tasks were recently completed, their associated Milestone, and the date and time it was completed. 

 

New tasks appear with a gold star next to them.

 

Priority tasks like Earnest Money Deposit Received, Mortgage Payoff Statement Received, and Final Settlement Statement Created are bolded to highlight their significance in the closing process or if action will be needed by a party associated with the transaction.

Flexibility 

Explore Enhanced Transaction Details

There’s no one-size-fits-all approach to buying and selling real estate, so we’ve made the Status Tracker more flexible to reflect the progress of every transaction. These updates help you better gauge the more granular details before, during, and after closing. 

 

  • Title Clearing Milestone added to the Milestone Bar
  • Requirements for Clear Title 
  • Other Task Card Enhancements 

 

Title Clearing Milestone

In the Milestones Bar, you’ll see a new milestone called Title Clearing. Similar title-clearing tasks previously appeared under the Information Gathering Milestones tab.

 

Consolidating these tasks under a new Milestone with enhanced Task Cards helps our team communicate more details about your transaction’s Title Commitment, making it easier to understand the requirements to clear title and close the file.

 

Now, you can track our closing team’s progress more quickly as we clear these items.   

 

While the closing process has general standard requirements, the specifics of each real estate deal can vary. As a result, the path to clear-to-close rarely happens in a straight line with the same steps as a previous transaction. The Status Tracker provides the structure and flexibility to display the intricacies of each real estate closing. The Milestones remain consistent, while Tasks Cards below will change based on the contract, state, lender, title, and other requirements. One Milestone may be reached independently of the others, so the first milestone doesn’t have to be completed before you see the progress bars move on other milestones.

Requirements for Clear Title

We took the guesswork out of following all the requirements listed on a transaction’s title commitment. It’s easy to see our team’s progress in clearing these items with this Title Card enhancement.

 

To view the Requirements for Clear Title checklist, go to the “Requirements for Clear Title” Task card under the new Title Clearing Milestone and click on the link for more details.

 

A menu will slide from the right-hand side of your screen, showing completed tasks with a green checkmark and pending tasks with a grey checkmark

Tasks Card Enhancements

New icons on the tasks card display when a task is completed with a green checkmark, pending action from another party with purple arrows, and when a task isn’t started with a grey checkmark. 

 

The buyer and seller intake form enhancements add new information for you to view about the status of each party’s intake forms. Hover over the linked text in a task card for more details. 

 

If you have any questions about these updates, contact support@blueprinttitle.com

Accelerating Single-Family Residential Acquisitions

Blueprint helps single-family real estate investors, proptech companies, lenders, and builders gain more control over their real estate transactions, reach new markets, and achieve their business goals faster. Our processes and platform are designed to accelerate the acquisitions and dispositions of real estate assets. Whether you’re using contract assignments, novations, or double closes, our team is prepared to handle your transaction. 

 

Schedule a call today if you’d like to learn more about accelerating your title and closing experience with Blueprint.