This business loan proposal template managed to secure funds to over 16,000 clients! If you're unsure of how your business loan requests should look, simply use this completely customizable template and get ready to close the deal! You can change the text, images, colors, your logo - it's all 100% editable.
EVERYTHING YOU NEED IS INCLUDED
No matter which industry you're writing a business loan request for, the first impression always matters. In this business loan proposal template, the first thing your creditor sees is a nicely designed cover, fit for a world-class company like yours. From the text, logo, and background image, you can change everything to make it a better fit for your needs.
The best way to start your bank loan application is with a direct and straightforward cover letter or executive summary. Use this page to clearly and briefly describe who you are, your business background, the nature of your business or start-up, and how the loan will be used to help your company succeed.
Like everything else in this proposal, it's completely editable - the colors, the text, images, layout - everything.
Explaining what your business does and the process of using and repaying the loan may sound a bit overwhelming to small business owners. That's why we created a business profile - a page dedicated to the history of your business, along with current activity and results.
It is a perfect place to highlight your business plan, leave some links to your brochures or any other documents that will help soft sell your business.
The best way to show potential creditors how serious you are about your business is through management experience. Describing the experience, qualifications, and skills of key members of your management team gives you the perfect opportunity to show you understand exactly what your business needs to succeed.
In this business loan proposal template, we've created a whole section for management experience. All you need to do is fill it in!
This section in the business loan proposal template is all about the numbers. Show precisely why you need business financing, the amount you are requesting, the interest rate, as well as what you will use it for.
Whether you're looking for a small business loan or a large sum of money, this is the place to write it down. Like the rest of this template, every part is editable, from the text and logo to the background image.
Once the hard part of writing the loan proposal is done, use this section to attach the proof behind the story you have told. If you're feeling optimistic, you can even add a digital signature box that will allow your creditors to approve your business loan right away!
Save You Time
The Automatic Designer makes it easy to create great-looking proposals in minutes.
100+ Beautiful Designs
Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Clients Love It
“Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Instantly Close the Deal
Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.
Smarter Follow-Ups
We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.
Manage Your Pipeline
Reporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.
Accounting Proposal Template
Make your business proposal just as accurate as your accounting services. Besides a section with social proof, this template also has a pricing section and the option to sign and pay from within the proposal – no more invoices! 
Bookkeeping Proposal Template
Keeping books for your clients is no easy task. Don't make it even harder by writing all of your proposals from scratch. Just grab this amazing proposal template and you can finish your business proposals in 15 minutes instead of hours. 
Mortgage Broker Proposal Template
Show off your previous work, get crystal clear with your pricing and win over your clients with this mortgage broker proposal template. Don't spend hours writing proposals - you can get everything done in as little as 15 minutes. All it takes is a few edits and you’re good to go. 
Common questions about plans, designs and security
