---
title: "Compare deed and mortgage names with the contract and title"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/compare-the-transfer-and-mortgage-drafts-to-the-contract-names-and-title/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A9-A20260923-2-US"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Compare deed and mortgage names with the contract and title

> 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.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/compare-the-transfer-and-mortgage-drafts-to-the-contract-names-and-title/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Residential Conveyancing & Property](https://ailawframework.com/practice/residential-conveyancing-and-property.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 | United States |
| Applies to | [Compare the transfer and mortgage drafts to the contract names and title](https://ailawframework.com/practice/residential-conveyancing-and-property/compare-the-transfer-and-mortgage-drafts-to-the-contract-names-and-title.md) |

## Checking plan

- What the AI does: 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.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not treat a title company's draft as a statute. No national title statute was opened.
- A deed of trust and a mortgage are both security instruments. The file controls which one is in use.

## Sources

- [ABA Model Rule 1.1, Comment 8 (competence includes technology)](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [26 U.S.C. § 1445 (FIRPTA withholding)](https://www.law.cornell.edu/uscode/text/26/1445) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Transfer of land: registry forms and completion guide (NSW 01T, with Vic, Qld, WA and SA versions)](https://ailawframework.com/precedents/residential-conveyancing-and-property/form-transfer-of-land.md) | Form | Yellow | Links to each registry's current transfer form and instructions, with a guide to the particulars that must match the title, choosing the right transfer variant, duty, the notice of sale, and when… |
| [FIRPTA withholding file note (United States)](https://ailawframework.com/precedents/residential-conveyancing-and-property/us-firpta-withholding-file-note.md) | Memo | 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)](https://ailawframework.com/precedents/residential-conveyancing-and-property/us-title-and-closing-document-check.md) | Checklist | 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.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*