Loan Services Proposal Template

Easily customize this loan services proposal template and send it online to impress your clients and get more proposals signed.

Create your proposal
Learn More

The original language of this template is English, but you can always use the translated text.

All Templates

Prepared For Rommel Gaurav

Loan Services Proposal Template


If you are suffering under the weight of your living expenses, it may be time to apply for a loan. A loan can provide you with much-needed financial relief, allowing you to pay only one creditor. 

This can save you a lot of money in the form of interest. A loan may also allow you to pay off your debt over a longer period, which gives you more financial freedom to take care of the things that matter the most. 

Why Us

There are a plethora of loan providers, so you may be wondering what sets us apart from the competition. When you choose us for your loan, you have access to several benefits, including:

  • Outstanding Financial Services. Our financial experts have years of experience in the industry and can help you structure your financial spending in a way that serves you well.
  • Years of Industry Experience. You can rest assured that you are getting the best financial advice when you speak to one of our agents because they have years of industry experience to offer.
  • Extensive Customer Base. We have already served thousands of happy customers who have successfully had their financial issues solved after taking a loan with us.
  • 24/7 Customer Support. Should you encounter a problem with our services or require more information, we are always there to provide you with the assistance you need.
  • Wide Range of Applications. Whether you require a home loan or a short-term loan to get you by until payday, we have a solution for you

Loan Amount

At [Company Name], we offer a maximum loan amount of $200,000 that you can use for purchasing your dream home, doing much-needed maintenance or renovations on a property, or simply to pay for your college tuition.

If you borrow $6500 over a period of seven years, you only repay $159 per month. We also offer an interactive loan calculator that lets you determine the amount you can expect to repay so you know what to expect.

Interest Rates
[Company Name] complies with national standards concerning interest rates. Our interest rates are also competitively priced, ensuring that loans provide solutions to our client’s problems rather than adding to them.

Flexible Payment Terms
Gone are the days when loan repayment terms were set in stone! With [Company Name], you decide how you repay your loan, thanks to our flexible payment terms. Our loan calculator lets you see your monthly payments when you choose specific repayment terms, so you can choose repayment terms that best suit your financial situation.


[Company Name] is one of the best loan providers you can work with, but don’t take our word for it! Here are some testimonials from happy customers.

“I had a wonderful experience working with [Company Name]. The agent was friendly and offered sound advice on repayment terms. He helped me find the best financial solution that allowed me to get much-needed renovations done in my home!” – Jill, Kansas

“Thanks to [Company Name], I was able to purchase my dream home! The customer service I received was outstanding, and the loan amount was paid into my account just a few days after submitting my application. I would definitely recommend [Company Name] to anyone looking for a loan!” – Bob, New York


What’s Next

Should you accept this proposal, we would be delighted to have you speak to one of our financial experts who can talk you through the application process. He or she will also help you structure your payment terms in a way that offers you financial relief.

If you have any questions, you can contact us by dialing [Company Phone Number] or emailing [Company Email Address]. We also have a live chat feature on our website, so you can have your most pressing questions answered at any time of the day or night.


1. Payments must be made by direct deposit, bank transfer, or debit on or before the agreed date. 

2. All loan applications are subject to a credit check. 

3. [Company Name] reserves the right to request documents such as an identity document, proof of marriage, and proof of address. 

4. To repay a loan balance, clients are required to submit a formal request in writing and make payment within the agreed time frame. 

5. If you fail to make payment, you may be handed over to a collection agency, which may affect your credit score.



Prospero team


Rommel Gaurav