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Michael Rogers, the bean counter, guides viewers on setting up a bank loan proposal. He provides four downloadable files: a PDF with a sample proposal, a Word document containing a cover page, table of contents, and a loan request template for personalization, an Excel file with financial projections, personal budget, and balance sheet items, and a PowerPoint showcasing past projects. Users are encouraged to modify these templates to suit their personal needs. The main document serves as a guiding template for creating an effective loan proposal.