What We Handle
Transaction Management,
Start to Close.
Blueprint TM takes the administrative weight off your plate — every disclosure, every deadline, every document — so you can focus on what you do best.
DRE Compliance, Built In
Every file is audited throughout the transaction — not just at close. We catch gaps before they become problems.
Deadline-Driven by Design
We track every contractual date and send proactive reminders 48 hours in advance so nothing slips through.
All Parties, One Point of Contact
From escrow and title to lenders and co-op agents, we connect and coordinate everyone so you don't have to.
Complete Closing Packages
Every transaction closes with a fully organized, compliant document package delivered to all parties.
Service Packages
Built for How You Work
Every workflow is customizable to fit the needs of your brokerage or team. We adapt to your process — not the other way around.
Under Contract to Close
Listing Representation
Full transaction coordination from the moment your listing goes under contract through the final close of escrow. We handle every detail, every deadline, and every document — so you stay focused on your clients.
Blueprint TM Handles
- Personalized welcome call and introductory email to seller — setting expectations from day one
- Review, correct, and maintain the RPA and all supporting contract documents through close
- Prepare and deliver a complete seller disclosure package (company forms, C.A.R. forms, and all applicable addenda)
- Assist sellers through the disclosure process and field questions as they arise
- Open title and escrow, request wire instructions, and distribute the complete opening package to all parties
- Build and maintain a live transaction timeline connecting every party to every deadline
- Track and confirm the Earnest Money Deposit within contractual timelines
- Distribute the buyer disclosure package within required deadlines
- Order NHD report, home warranty, and termite report; coordinate all inspections
- Coordinate with the mortgage lender and all parties to keep the transaction on track
- Monitor contingency removal timelines and escalate proactively per DRE protocols
- Assist with repair request negotiations and confirm completion of agreed repairs
- Conduct ongoing file audits to ensure DRE compliance from contract to close
- Deliver a complete, compliant closing package to seller, buyer, agent, and broker
Agent Responsibilities
- Review and draft escrow instructions
- Review Preliminary Title Report
- Complete AVID
- Negotiate all contractual changes and repair requests
Your focus stays on your clients. Blueprint TM manages the paperwork, the parties, and the process — from first signature to final close.
Under Contract to Close
Buyer Representation
Complete transaction coordination for buyer-side files from executed contract through close. We manage every document, every deadline, and every party — keeping your buyer informed and your file compliant.
Blueprint TM Handles
- Personalized welcome call and introductory email to buyer — setting expectations from day one
- Review, update, and maintain the RPA and all buyer-side contract documents through close
- Open escrow and coordinate with title; distribute the complete opening package to all parties
- Build and maintain a live transaction timeline connecting every party to every deadline
- Track and confirm the Earnest Money Deposit within contractual timelines
- Receive and review the seller disclosure package; flag items requiring buyer attention
- Coordinate all inspections and ensure reports are received and reviewed on time
- Coordinate with the mortgage lender to monitor loan conditions and appraisal timelines
- Monitor contingency removal timelines and escalate proactively per DRE protocols
- Assist with repair request negotiations and confirm completion of agreed repairs
- Conduct ongoing file audits to ensure DRE compliance from contract to close
- Deliver a complete, compliant closing package to buyer, agent, and broker
Agent Responsibilities
- Review and draft escrow instructions
- Review Preliminary Title Report
- Complete AVID
- Negotiate all contractual changes and repair requests
Your focus stays on your clients. Blueprint TM manages the paperwork, the parties, and the process — from first signature to final close.
Compliance Services
Compliance Only — File Audits & Clearance for Payment
Not every brokerage needs full transaction coordination. If your team manages the day-to-day but needs a dedicated compliance partner to audit files and clear them for payment — we offer that as a standalone service.
Every file is reviewed against DRE standards, corrections are flagged and resolved, and clearance is delivered in a timely fashion so your agents are paid without unnecessary delays.
DRE Compliance Audit
Full review of every document in the file against California DRE standards — missing items flagged, corrections tracked, nothing left to chance.
Timely Clearance for Payment
Files audited and cleared on a schedule that keeps your agents paid on time. No bottlenecks, no last-minute scrambles.
Standalone or Combined
Engage us for compliance only, or pair it with full coordination. Either way, we adapt to your brokerage's existing process.
Broker-Facing Reporting
Clear, organized documentation of every audit so your broker of record always has what they need — when they need it.
Ready to hand off the paperwork?
Send us your transaction details and we'll take it from there. No long onboarding, no learning curve — just clean, professional coordination from day one.
Submit a Transaction