Checklist · Residential Conveyancing & Property
Title commitment and closing-document check (United States)
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.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- United States
- AI use
- Yellow You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at
- 22 October 2026
- Status
- Maintained. Checked on 22 October 2026 against the 2 authorities it cites, for United States.
- Version
- 1
- Source
- Written for this library
When to use it
Use when the deed or transfer and any mortgage have been drafted and the title commitment is in the file. Do not use it as a title opinion or as an instruction to a closing agent until the lawyer has marked every row.
Used for these tasks
- Compare the transfer and mortgage drafts to the contract names and title
- Analyse the title search and list encumbrances and deal-stoppers
- Build the pre-settlement checklist and adjustment worksheet
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
A tool may place the names and the legal description from each document into the comparison table and highlight a character that differs.
AI may
- Line up buyer, seller, borrower, and vesting names from the contract, the commitment, the deed, and the mortgage
- Quote each legal description in its own cell
- Copy the withholding figure from the completed FIRPTA file note
AI must not
- Must not mark an exception accepted
- Must not describe an ALTA schedule by letter or number
- Must not state a Closing Disclosure tolerance
- Must not authorize the closer to disburse
The lawyer checks
- Every name difference is either explained by the lawyer or sent back to the drafter
- The legal description is the same instrument to instrument, or the difference is quoted
- Open commitment requirements are cleared or listed as conditions of closing
- The FIRPTA line matches the file note, or the note says withholding is not in issue
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
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- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
More in Residential Conveyancing & Property
- Contract for sale: prescribed documents and vendor disclosure checklist (NSW, with Vic and Qld notes)
- Transfer of land: registry forms and completion guide (NSW 01T, with Vic, Qld, WA and SA versions)
- Purchase-contract due diligence checklist (United States)
- Victorian foreign purchaser additional duty worksheet
- Caveat against dealings: registry forms and completion guide (NSW 08X, with Vic, Qld, WA and SA versions)
- Residential land foreign-investment screen before exchange
- FIRPTA withholding file note (United States)
- Victorian section 32 vendor statement (official guidance and completion guide)
- Discharge of mortgage: registry forms and settlement guide (NSW 05DM, with Vic, Qld, WA and SA versions)
- Queensland body corporate certificate and community management statement before contract
- Queensland seller disclosure statement (Form 2) and prescribed certificates: completion guide
- Section 66W certificate (waiver or shortening of the cooling-off period) with explanatory note and file note (NSW)
- Notice of sale (NSW) and property transfer information (Qld Form 24): what the registry needs with a transfer
- Queensland seller disclosure steps before the buyer signs
- Buyer issues report on a purchase contract (United States)
- Letter of advice to a residential purchaser on the contract and searches before exchange (NSW)
- Victorian off-the-plan buyer checklist from Consumer Affairs Victoria
- Verification of identity and payment-redirection (deepfake) fraud checklist for conveyancing
- Client notice: how we use AI in your conveyancing matter
All precedents for Residential Conveyancing & Property · Tasks and AI use in this area