Loan Proposal Template

3 Replies

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!!

Hi @Douglass Belt - did you ever find what you needed for the proposal?  Just wondering since I am looking for the same things right now :) I am spending the time to put together my own but I want ot compare and glean ideas from others.



Hello Fellas,

Did either of you find a proposal? I’m looking for the same thing. I’m drafting up one, but would like to compare with others.

Thanks in advance if you can help!

Buy & sell single-family rentals online
Radically accessible real estate investing
Get access to exclusive property listings, proprietary data, and support to build your portfolio.
Learn More

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.

Free eBook from BiggerPockets!

Ultimate Beginner's Guide Book Cover

Join BiggerPockets and get The Ultimate Beginner's Guide to Real Estate Investing for FREE - read by more than 100,000 people - AND get exclusive real estate investing tips, tricks and techniques delivered straight to your inbox twice weekly!

  • Actionable advice for getting started,
  • Discover the 10 Most Lucrative Real Estate Niches,
  • Learn how to get started with or without money,
  • Explore Real-Life Strategies for Building Wealth,
  • And a LOT more.

We hate spam just as much as you