Demonstration
Consultant tooling
How a consultant builds a client proposal.
Before a client meeting, a ProLend consultant produces a personalised proposal pack. They do not design anything, look up a rate, or find the right product documents. They enter three things and print what comes out.
Try it yourself below. The proposal it generates is the real thing — same document a client receives — watermarked so it cannot be mistaken for one.
Start where the consultant starts.
Nothing here is saved and no one is contacted. Use any name you like.
Step 1 of 3 · The client
Who is it for?
In a real meeting this is the client sitting opposite.
Could not load today’s rates. Try again in a moment — a proposal is never built without them.
Step 2 of 3 · The numbers
What are we showing them?
Choose local or offshore, then the product, then an amount. The rate is never typed — it is that product’s own rate, read live from ProLend at the moment the document is built.
Their rate
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A year
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A month
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Done
It just downloaded.
An eleven-page proposal is in your downloads. Open it — that is exactly what a client receives.
Page one carries their name and their numbers. The middle is the lending provider’s brochure and the fact sheet for that specific product, attached automatically. The last page is a plain-English summary and the consultant’s own contact details.
What you just used. The rate came from a single source that is versioned and dated — the same one the public calculator reads — so a proposal can never quote a stale figure. The product documents were selected by the product you chose. The document itself was rendered in Johannesburg and assembled in about three seconds.
Figures are indicative and not a quote or an offer. ProLend is a private-lending marketing and distribution platform, not the lender.