Compare deed and mortgage names with the contract and title
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each name, capacity, and property description in the contract, the deed draft, and the mortgage or deed of trust draft. Flag a mismatch. Do not rewrite an instrument.
- What the lawyer must review
- No national deed or mortgage statute was opened. You match the names to the title evidence in the file and you correct the drafts. Comment 8 to Rule 1.1 and Formal Opinion 512 govern the use of a tool for the comparison. Rule 1.6 applies to the title documents. A mismatch is your decision. If the seller is a foreign person, § 1445 withholding is a separate closing item and is not decided by matching names.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| FIRPTA withholding file note (United States) | Memo | AI use Yellow | An internal note of the IRS page's 15 percent withholding when a foreign person disposes of a U.S. real property interest, including joint owners, a grantor trust, and the residence discussion. |
| Title commitment and closing-document check (United States) | Checklist | AI use Yellow | A closing check that the deed, any mortgage, and the title commitment use the same parties and the same legal description as the purchase contract, with the FIRPTA figure carried from the file note. |
Signed-in accounts can read the full text of each one. All precedents.