Updated over 7 years ago on . Most recent reply
Loan Proposal Template
I am in my "Action" phase of scaling my real estate investment plan. I am looking to approach a few friends, as well as my father for a $5,000 loan for my 2nd property. Does anyone know where I can find a free basic template for a loan proposal? I want this to be as professional as possible to illustrate that I am serious, and committed. In the interest of not "reinventing the wheel" I wondered if anyone had a proposal template you may use with Banks, or when you ask for private money. Any help and/or suggestions when approaching investors is welcomed too!!
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The BRRR calculator produces an amazing looking report that could be adopted to a proposal.
I'm a project manager with many years of bureaucratic experience, and the advice I'd give is follow a BLUF type of presentation. (Bottom Line Up Front). This is mostly used for memos and such, but the basic strategy is when approaching someone with an opportunity is: get to the point as quickly as possible. You can fill in the 'rest of the story' afterwards. It helps keep the people your presenting to focused on the goals you're after.
Anyway, search for BLUF on google, you'll get some templates for those. Just jazz it up with some visual candy like pictures, schedule plans, graphs.