Applications
Clean submissions. Fewer delays. Clear status.
Applications are where good cases can get slowed down by missing details, follow-ups, and avoidable errors.
Blueprint Core Solutions supports advisors through the application process by handling the details, tracking progress, and helping keep cases moving without disrupting your client relationship.
What We Handle
Application support may include:
• Application preparation and review
• Ensuring case details align with design decisions
• Coordinating required information
• Tracking application status
• Monitoring follow-ups and outstanding items
Our focus is on accuracy, organization, and consistency.
How the Process Works
1. Submit Your Case for Application Support
Once your strategy and product direction are clear, you can submit the case for application assistance.
2. We Handle the Details
We help manage application components, ensure required information is addressed, and support follow-up as needed.
3. Ongoing Status Tracking
You receive updates so you always know where the case stands.
No guessing.
No repeated checking.
No unnecessary back-and-forth.
When You Use This Service
Application support is ideal when:
• You want to reduce errors and delays
• You’re managing multiple cases at once
• You prefer not to chase paperwork or status updates
• You want a more organized backend process
• You value clean execution after design decisions are mad
Your Role vs. Our Role
You:
• Maintain the client relationship
• Review and approve final decisions
• Stay informed and in control
Us:
• Support the application workflow
• Track progress and details
• Help keep the case moving forward
This keeps your process efficient without compromising ownership.
Ready to Submit an Application?
Before completing this form, a client case must already be created.
If you haven’t completed strategy or product review yet, you may want to start with Case Design first.