Mortgage Checklist

There are a number of items you will need to bring with you when you meet with your Bank of the Ozarks mortgage loan professional to proceed with your loan application process. Please use the list below as a guideline for items you may be asked to provide:

  • Photo ID
  • Social Security Number
  • Residence Address for past two years
  • Your W-2s for the past two years
  • Copy of your most recent paystubs covering 30 days with year-to-date total
  • Copy of your last two months' bank statements for all accounts, including investment accounts along with the address and account numbers
  • Copy of your last two years' corporate tax returns, signed and dated, including all schedules (if applicable)
  • Balance and monthly payment for all of your current loans and the lender's name
  • Last two years' personal tax returns, signed and dated, including all schedules and K1s
  • Loan information and address of real estate owned
  • Copy of Offer and Acceptance contract signed by all parties
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