[PROSPECT NAME]

Pricing Proposal · Confidential

A modern credit core for [PROSPECT NAME]'s [PRODUCT/PROGRAM NAME].

[One or two sentences about what LoanPro will help this prospect accomplish. Reference their scale, product type, or a specific challenge they raised.]

[TERM]

Contract term

[PRODUCT]

Product in scope

[PRICE RANGE]

Monthly platform fee

01 — What we heard

We know what you're solving for.

[Brief framing of the prospect's situation. Reference the pain points or goals they raised in discovery. Use their words where possible.]

Challenge 01

[PAIN POINT TITLE]

[One or two sentences describing the challenge. Tie it to something they said or a business impact — time, cost, risk, compliance.]

Challenge 02

[PAIN POINT TITLE]

[One or two sentences describing the challenge. Tie it to something they said or a business impact — time, cost, risk, compliance.]

Challenge 03

[PAIN POINT TITLE]

[One or two sentences describing the challenge. Tie it to something they said or a business impact — time, cost, risk, compliance.]

Challenge 04

[PAIN POINT TITLE]

[One or two sentences describing the challenge. Tie it to something they said or a business impact — time, cost, risk, compliance.]

[Customer quote. Keep it to 1-2 sentences. Choose one that mirrors this prospect's situation.]

[Name, Title] — [Company]

02 — Why LoanPro

Built for [PRODUCT TYPE/VERTICAL].

[Connect LoanPro's capabilities to what this prospect is building. Avoid generic "end-to-end platform" language — be specific to their use case.]

01 — [VALUE THEME]

[Value prop headline]

[2-3 sentences. Specific to this prospect. Tie it to a challenge they raised.]

[Proof point or outcome — stat, customer name, specific capability]

02 — [VALUE THEME]

[Value prop headline]

[2-3 sentences. Specific to this prospect. Tie it to a challenge they raised.]

[Proof point or outcome — stat, customer name, specific capability]

03 — [VALUE THEME]

[Value prop headline]

[2-3 sentences. Specific to this prospect. Tie it to a challenge they raised.]

[Proof point or outcome — stat, customer name, specific capability]

600+

Credit providers

2,000+

Programs launched

3-6 months

Avg. time to go-live

99.9%

Platform uptime

03 — Pricing

Your pricing proposal.

[Brief framing of the pricing structure. E.g. "One committed volume schedule across a [X]-month term, with platform fees that scale as you grow."]

[OPTION A NAME — e.g. "Recommended — Ramped Growth"] Recommended

Period	Platform fee / mo	Committed accounts	Rate / acct / mo	Overage / acct / mo
[Period 1, e.g. Months 1-6]	$[X,XXX]	[#]	$[X.XX]	$[X.XX]
[Period 2, e.g. Months 7-12]	$[X,XXX]	[#]	$[X.XX]	$[X.XX]
[Period 3]	$[X,XXX]	[#]	$[X.XX]	$[X.XX]

$[X,XXX]/mo

Opening platform fee

[TERM]

Contract term

[PEAK ACCOUNTS]

Committed accounts at peak

[Billing note — e.g. "Billed monthly via ACH, Net 30. Overage reflects prior month activity above committed tier."] Statistics come from internal benchmarks and client data and are not a guarantee or service-level agreement.

[OPTION B NAME — e.g. "Flat Fee — 24 Month"]

Period	Platform fee / mo	Committed accounts	Rate / acct / mo
[Months 1-24]	$[X,XXX]	[#]	$[X.XX]

[Any notes specific to this option.]

[OPTION C NAME]

Period	Platform fee / mo	Committed accounts	Rate / acct / mo
[Period]	$[X,XXX]	[#]	$[X.XX]

[Any notes specific to this option.]

04 — Inclusions

Everything in the platform fee.

All suites below are included at no additional charge. Unlimited users, full API access, and enterprise support are included in the monthly fee.

Account and Permissions Suite

Compliance Suite

Communications Suite

Account Document Suite

Customer Experience Suite

Database Suite

Account Toolkit (Archive Included)

Migration and Import Suite

Reporting Suite

Account Configuration Suite

Sandbox Testing Suite

Servicing Suite

Account Transaction Suite

Automation Suite

Step-In Right Election

Automation Configuration Suite

Support Package — Enterprise

VPC Infrastructure Suite

Adaptive Wallet and Money-Movement Suite

Advanced Connectivity Suite

Verification Suite

05 — Terms and next steps

How we move forward.

Contract term

[Term length, committed volume structure, how fees step up or stay flat, overage billing logic.]

Billing

[Billing cadence, method, Net terms. Note if first period is due at signing.]

Support and SLA

Enterprise support included in platform fee. Defined uptime SLAs on core platform and API availability. Dedicated technical project manager through implementation.

Data and security

LoanPro maintains PCI-DSS Level 1, SOC 2 Type II, and ISO 27001 certifications. [Add any relevant data handling note for this prospect's use case.]

Next steps

Confirm pricing and scope

Review committed tiers and terms, then sign and return the executed agreement.

Implementation kickoff

LoanPro assigns your implementation team and schedules the kickoff call with your Account Executive and Solution Architect.

Configuration and go-live

Implementation begins per the agreed schedule, targeting go-live within the platform fee ramp period.

A modern credit core for [PROSPECT NAME]'s [PRODUCT/PROGRAM NAME].

We know what you're solving for.

[PAIN POINT TITLE]

[PAIN POINT TITLE]

[PAIN POINT TITLE]

[PAIN POINT TITLE]

Built for [PRODUCT TYPE/VERTICAL].

[Value prop headline]

[Value prop headline]

[Value prop headline]

Your pricing proposal.

Everything in the platform fee.

How we move forward.

Ready for next steps?