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1. Loan Proposal
Add Bank Name Here
“ Client Name”
Client Name: Add Client Here
Client Address :Add Client Address Here
Client Contact Details: Add Contact Here
Prepared for
Your Name: Add Client Here
Your Address :Add Client Address Here
Your Contact Details: Add Contact Here
Prepared By

2. Table of Content
Context
Types
of Loan
Home Loan
Rate Comparison
Home Loan
Approval Process
EMI
and Returns
Additional
Benefit
About Us
Our
Locations
Key
Individuals
Home Loan
Approval Process
Next
Step
Terms
and Conditions
2

3. Home Loan Proposal Context
What we heard from you
o You require home loan to finance your need for a property.
o You require lowest Interest rate and easy monthly installments.
o Add Text Here
o Add Text Here
Our Proposed Solution
o We propose a multiyear easy EMI home loan Plan.
o We propose lowest interest rate and easy payment schemes.
o Add Text Here
o Add Text Here
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3

4. Types of Loans for Loan Proposal
01
12
11
10
09
08
02
03
04
05
06
07
Debts
Consolidate Loan
Auto
Loans
Small
Business
Home
Equity Loan
Student
Loan
Personal
Loans
Payday
Loans
Add
Text here
Mortgages
Loans
for Veterans
Borrowing
for retirement
Add
Text here
4

5. Bank Name Loan Rate
ABC Bank XXXX
BCD Bank XXXX
CDE Bank XXXX
DEF Bank XXXX
Add Text Here XXXX
Add Text Here XXXX
Add Text Here XXXX
Add Text Here XXXX
Add Text Here XXXX
Add Text Here XXXX
Add Text Here XXXX
Add Text Here XXXX
Home Loan Rate Comparison (1/2)
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5

6. Home Loan Rate Comparison (2/2)
2.75%
3.25%
3.75%
4.25%
2017 2018 2019 2020 2021
Company A Company B
4.17%
3.18%
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Rates
Company A
4.17%
Company B
318%
6

7. Home Loan
Approval Process
Eligibility will Lead
to Loan Approval
Non eligibility
leads to rejection
of application
Low Credit Score
Leads to Loan
Rejection
Applicant
Fills a Loan
Application Form
Hands it Over
to The Bank
Bank Checks
Your CIBIL Score
and Report
High CIBIL Score
Leads to Eligibility
Check Basis
Documentation
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7

8. EMIs and Return for Loan Proposal
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3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr
FinanceAmountUSDThousand
1,000 333 250 200 170 XXX XXX
2,000 666 XXXX XXXX XXXX XXXX XXXX
3,000 1000 XXXX XXXX XXXX XXXX XXXX
4,000 XXXX XXXX XXXX XXXX XXXX XXXX
5,000 XXXX XXXX XXXX XXXX XXXX XXXX
6,000 XXXX XXXX XXXX XXXX XXXX XXXX
7,000 XXXX XXXX XXXX XXXX XXXX XXXX
8,000 XXXX XXXX XXXX XXXX XXXX XXXX
9,000 XXXX XXXX XXXX XXXX XXXX XXXX
10,000 XXXX XXXX XXXX XXXX XXXX XXXX
Add
Amount Here
XXXX XXXX XXXX XXXX XXXX XXXX
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9. Additional Benefits for Loan Proposal
o Add Text Here
o Add Text Here
o Add Text Here
o Add Text Here
Our Proposed Solution
o We provide you with a portfolio of different types of investment.
o We Provide financial advisory where to investment.
o Add Text Here
o Add Text Here
Easy Security Investment
o We provide you with credit card having the limit of $45,000 per month.
o Easy installment return.
o Low Interest Rate.
o Add Text Here .
Credit Cards
9

10. Founded in 1995
About Us for Loan Proposal
Our Background
o Add details on company’s history
o Previous line of services
o How it all started etc.
o Other key points
o Write few short lines about company introduction displaying
years in service major projects accomplished and various
certifications received.
o Add Text Here
o Add Text Here
Company Introduction
Company Vision :
Write your company's vision here .
Company Mission :
Write your company’s mission here.
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10

11. Our Locations for Loan Proposal
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Mexico
Africa
Russia
China
Australia
Canada
India
USA
11

12. Designation : CFO
Quote: “Write Quote Over Here
Name:SalenaBlack
Designation : COO
Quote: “Write Quote Over Here
Name:AndrewShroff
Key Individuals for Loan Proposal (1/2)
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12

13. Designation : CQO
Quote: “Write Quote Over Here
Name:AndrewShroff
Designation : CEO
Quote: “Write Quote Over Here
Name:ShawnLee
Designation : CFO
Quote: “Write Quote Over Here
Name:SalenaBlack
Key Individuals for Loan Proposal (2/2)
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14. Next Step for Loan Proposal
Signature Signature
o User Assigned:
o Designation:
o Company Name:
o Client Name:
o Client Company Name :
o Address :
Our representative will contact you within one week
of receiving the signed copy
Team meeting will be scheduled with you
Add Text Here
Once you are satisfied with our proposal you can
send a signed copy to us either by mail or by post.
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14

15. Terms and Condition for Loan Proposal
Service and Payment
o Service is to made in 3 Installments with first 50 % being paid at the time of
contract signing , 25 % in between of the project and rets 25% after
project completion
o Add Text Here
Terms of Contract Termination
o The Contract with the client shall be terminated in case of non compliance
with the confidentiality contract
o Add Text Here
Notice & Renewal
o Contact can be renewed after or before completion of the project
o Add Text Here
Signature
and Name
15

16. Contact Us for Loan Proposal
Company Address
Website and Social Media Accounts
Phone number
Company
Logo
Company Name
16

17. Icons Slide for Loan Proposal
17

18. Additional Slides
18

19. Our Mission Vision Goal for Loan Proposal
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Vision
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Mission
Goal
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19

20. Events Dates 27 Jan 28 Jan 29 Jan 1 Feb 2 Feb 3 Feb 4 Feb 7 Feb 8 Feb 12 Feb 13 Feb
Project #1
Task #1
Task #2
Project #3
Project #4
Revision
Task #5
Project #6
Project End
Gantt Chart for Loan Proposal
Project #1
Task #1
Task #2
Project #3
Project #4
Task #5
Revision
Project #6
Project End
20

21. Roadmap for Loan Proposal
2017 2018 2019 2020
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21

22. Timeline for Loan Proposal
2013 2014 2015 2016 2017 2018 2019 2020
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23. 30 60 90 Days Plan for Loan Proposal
First 30 days First 60 days First 90 days
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