Hard-money borrowers
Reduce review time and qualify for tighter pricing.
Feature — Funding Proposals
Walk into every lender conversation looking institutional
A branded PDF lender packet generated from the deal you already underwrote. No more retyping numbers into Word, no more inconsistent fonts, no more 'I'll send it over tonight' delays.
Inside the feature
What it is
A funding proposal is a structured deal package designed to give a lender or capital partner everything they need to underwrite your request in a single document. Independent investors typically build these in Word or PowerPoint, retyping numbers from their analyzer and fighting with inconsistent formatting. FoundREI turns the proposal into a one-click export from the deal you already have.
- Pulled directly from the deal analyzer — no double entry
- Your logo, your brand colors, your tagline
- Editable risk & mitigation narrative
- Itemized budget appendix
- Borrower bio from your profile
- Saved per deal — version history retained
From input to outcome
How it works
A clear workflow that keeps every decision attached to the same deal.
STEP 01
Underwrite the deal
Run the analyzer; lock the ARV and the budget.
STEP 02
Set loan terms
Amount, rate, points, term, interest-only period.
STEP 03
Write narrative
Risk and mitigation, borrower bio (pulled from your profile).
STEP 04
Export PDF
Branded packet ready to email or upload to a lender portal.
Built for the work
Who it's for
Private-money raisers
Look as polished as institutional shops for individual lenders.
Wholesalers
Hand buyers a packet they can take straight to their lender.
Capital partners
Standardize how every deal is presented across your team.
Lender packet workflows
| Workflow | Time to draft | Brand quality |
|---|---|---|
| Word doc rebuild per deal | 1–3 hours | Inconsistent |
| Hired designer | Days | High but slow |
| FoundREI proposal export | < 1 minute | Consistent + branded |
Frequently asked questions
What is a funding proposal?
A branded PDF document sent to a lender or capital partner that summarizes the deal, the borrower's track record, the loan request, and the underwriting. Often called a 'lender packet' or 'deal package'. A well-built proposal materially increases your approval rate and your terms.
What goes in the proposal?
Cover page with your logo and the loan request, property overview with photos, deal financials from the analyzer, requested loan terms (amount, rate, points, term), borrower bio and track record, risk and mitigation narrative, and an itemized budget appendix.
Is it really branded?
Yes. Logo, brand colors, tagline, and contact info are pulled from your organization settings. Lenders see your brand, not FoundREI's.
Can I customize the narrative?
Yes. Every text section — loan request justification, borrower bio, risk and mitigation — is editable per proposal.
Can I send the same proposal to multiple lenders?
Yes. Create the proposal once, export as PDF, and email or DocSign it to as many lenders as you want.
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