services
distribution
organic traffic
Your company
competitor 1
competitor 2
competitor 3
Describe your ideal target audiences and the potential size of each audience. Include information about spending power, buying patterns, pain points, and goals.
Gender
Marital status
Education level
Occupation
Industry
Company size
Years in business
Location(s)
Annual sales revenue
(the product or service you're selling)
(the price you're charging)
(how you'll market your product or service to the target audience)
(how the product will be distributed and where it can be purchased)
The marketing strategy slide should address the 4 Ps:
The financial planning slide is the first slide that many people will look at, so make sure it provides recent financial performance data as well as future projections.
revenue | $ 8,362 |
---|---|
sales | |
other | |
|
|
operating expenses | |
income tax | |
|
|
category | description |
---|---|
Locations and Facilities | Text here |
Production | Text here |
Equipment | Text here |
Inventory | Text here |
Suppliers | Text here |
Personnel | Text here |
Processes | Text here |
Technology | Text here |
Credit Policies | Text here |
areas | description |
---|---|
sales | |
Marketing | |
Operations | |
R&D | |
net income | |
Explain who is already on your team and what roles still have to be filled in order to execute your business plan.
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
List your company's key initiatives you'll invest in to execute your business plan and a timeline to complete each one.
Most recent fiscal year balance sheet
Full reports in a separate appendix. This includes:
Most recent fiscal year cash flow statement
Most recent fiscal year profit or loss statement
12-month projected revenue and expenses
12-month profit or loss projection
Cash flow projection
Projected balance sheet
Break-even analysis
Care to rate this template?
Your rating will help others.
Thanks for your rate!
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The Art of Perfect Pitch
13 Min Read
Want to hook potential investors to your business idea? A compelling business plan presentation will do that for you!
Do you wish to create a business plan presentation that’s not only visually attractive but also contextually enriching and sound? Well, it takes a detailed understanding of the subject matter and little effort on your end to create a professional presentation for your investors.
Don’t fret. We are here to help you out with this blog post. It includes everything you need to know about business plan presentations and outlines an efficient way to create yours.
Ready to get started? Let’s dive right in.
A business plan presentation also known as a pitch deck is a concise yet detailed presentation of your business idea.
It explains your business objectives, concept, solution, target market, operations, and strategies through attractive visuals and bite-sized simplified concepts.
A great pitch deck successfully communicates your business plan and your purpose of presentation, whether it is to raise funds, demonstrate traction, or grow your network.
It is quite helpful when you want to familiarize people with your business idea without diving into extreme details.
Translating your promising business idea into a presentation is quite a challenge. However, is it worth the effort? Let’s take a look.
Having an insightful professional pitch deck is an asset for your business. If you don’t believe it, here are a few benefits to change your mind.
The most obvious benefit of having a pitch deck.
Investors want to know the viability and feasibility of your business idea to consider funding your business. A well-crafted pitch deck with a strategic layout will make it easier for you to prove the worthiness of your business idea.
No one has time to dive into your detailed business plan, at least initially. A quick presentation or an elevator pitch is what you need when you want to tell your audience about your business idea in a couple of minutes.
You can enhance your networking considerably by having a pitch deck that’s ready to be presented anytime.
It’s easy to keep the readers engaged in a presentation with its powerful visual components. After all, charts, graphs, and pictures are easier to decipher than complex blocks of text.
By adopting a storytelling approach, you can easily convey your business objectives and strategies without risking the attention of your readers.
Presenting your business plan allows you to gather feedback from seasoned entrepreneurs and experienced investors. Such feedback helps you to identify potential gaps in your planning and refine the strategies accordingly.
Convinced now? Well, then let’s learn what a visionary business plan presentation should include.
Whether you create a presentation using an advanced tool like an AI pitch deck generator or Microsoft PowerPoint—here are 10 essential components to include in your business presentations.
It is an introduction slide including basic business information such as name, logo, and tagline. Additionally, it must include the name of the presenter and contact details so that readers can reach out.
You can also consider adding an extremely crisp and short one-line summary of your business to show what your business does or aims to do. Remember, it has to be much more concise than your executive summary.
While the entire presentation needs to be visually appealing, the first slide plays an extremely crucial role in capturing and retaining the reader’s attention.
So make sure that you incorporate appropriate brand elements in a neat design and present your business in a strong light.
The most brilliant business idea is the one that solves some real-life problems. And if that’s not the case with your business, reconsider your idea.
This slide is your chance to put your storytelling skills to use. Weave a compelling narrative and talk about the problem your target market is facing. Make people relate to the problem even if they are not the ones facing such issues.
Here’s an example of how a home cleaning service provider would illustrate the problem:
After talking about the problems, it is now time to push forth your solution.
Introduce your products and services and explain how they will solve your target customers’ problems.
Highlight the competitive edge of your solution and illustrate how yours is a solution filling some unmet demand.
Instead of wordy long texts, translate your solution into easy-digestible text blocks and visuals.
Continuing our previous example, here is how you can add a solution to your pitch deck.
Market analysis is quite extensive and you can take up to 2-3 slides to convey essential information.
Now, you can filter and decide what to include in your presentation. However, ensure that your market analysis includes details about the industry overview, target market analysis, and competitors analysis.
In this slide, you will describe the state of the industry, its current market size, emerging trends, and the market share of your business.
Ensure that you collect data from highly authoritative sites like BLS and industry publications to increase the reliability of your research.
Present your data through visually enriching graphs and charts and prove the potential of your chosen marketplace to the readers.
In this slide, you will tell the readers about your target market and what your potential customer looks like.
Introduce your target market and describe what your ideal customer looks like. Talk about their age, gender, income, problems, interests, and spending capacity in this slide.
The easiest way to do so is by creating a visual customer profile or a buyer’s persona of your ideal potential customer.
Here’s an example of a buyer persona for a cleaning services company:
Target Market
Age: 35 Occupation: Full-time professional Income: $90,000 annually Lifestyle: Suburban family Problems: Struggles to balance work, family, and house cleaning Goal: Minimize time on chores and maximize family time
Looking for easy-to-book and convenient high-quality cleaning services
Readers want to know about the state of competition in your market and this slide is something they look forward to.
Include a SWOT analysis of your competitors or simply describe the competitive landscape for your business. Show your competitive advantage over the competitors in terms of pricing, product offerings, target market, and related business components.
Ensure that your slides explain all this information through flowcharts, diagrams, images, infographics, and crisp text blocks. The idea is to offer everything that your audience might need to make informed decisions.
This is one of the most important sections where you explain your business model to the audience.
Demonstrate how you would be making money with your business. This can be quite simple or complex depending on your service offerings, revenue model, and pricing strategies.
Use images and visuals to explain this section and charts to present your pricing plans.
For example, a cleaning services company can present its pricing plans as depicted in the image.
Cleaning Service | Package |
---|---|
Basic Cleaning Service | $80/ Session |
Deep Cleaning Service | $150/ Session |
Window Cleaning | $99/ Session |
Upholstery Cleaning | $50/ Room |
Outdoor Cleaning | $100 onwards |
Any sort of evidence that supports your business idea can be used here to gain the confidence of investors.
This could be early recorded sales, a Kickstarter campaign, an MVP of your software, social proof, strategic partnership—literally anything that proves that your business is a success.
In case of an in-person presentation, you can show the practical demo of the product while presenting.
However, if you are going to send a presentation through email you have to find a way to attach proofs in the mail itself.
In this slide, you will talk about your sales goals and methods to achieve those goals. Moreover, you will also talk about your strategies to market and brand your business.
Introduce different marketing streams and your marketing budget to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.
Also, include details about your existing marketing strategy if any, and the results it is generating.
Investors want to see the practical aspects of your business. They want to know if you have the skills and understanding essential for running a business.
Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.
Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.
Introducing your team shows the investors that you have the right people to drive the business on a successful path.
This is again the most important section, especially, if you are presenting in front of investors.
Instead of adding your detailed financial plans here, just add important figures and highlights.
This could include details about your ROI, sales projections, revenue milestones, cash flow, and aspects that offer an overview of your business’s financial health.
Newly founded startups can show financial projections and back them with claims and proof. The idea is to excite the investors about your business by offering adequate financial information.
Learn more: Create a financial plan for your startup business
Ensure that your pitch deck offers concrete information about the funding you need for your business.
Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?
Also talk about the returns investors can expect on their investment and back those figures with calculative predictions.
With that, end your pitch deck with a call to action to drive necessary action from readers.
And those are all the sections a business plan presentation must include. Let us now explore some tips before you kickstart making your own presentation.
Translating your idea into a presentation gets much easier if you stick to these handy tips:
It’s a huge struggle trying to structurally and contextually fit your ideas into a 10-slide deck. Instead, get yourself a subscription to a pitch deck generator to create stunning pitch decks.
However, if you don’t want to spend a penny, you can use a free PowerPoint template as well.
Before you start, know the purpose of your presentation and your target audience. This will help you identify information that is actually essential for your audience, thereby making your pitch decks more nuanced and specific.
Explain your complex business ideas crisply and concisely in a simple easy-to-understand language.
You can use AI tools like ChatGPT, Jasper, QuillBot, and Writesonic to translate your ideas into words. However, such tools may lack a contextual understanding of business planning.
Instead, use tools like Upmetrics that specialize in business planning and offer advanced AI assistance to write pitch decks and business plans.
Choose simple and clean fonts to design your presentation. Avoid using too many different fonts as well.
Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable.
Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.
Adding visual elements to your PPT templates and business presentations increases the audience’s ability to grasp your business concept.
However, too many visual elements without a purpose will create clutter. Know the difference between clutter and sophistication and remember that presentation needs to reflect your business idea in the best possible light.
Don’t leave the reader hanging midway. Guide them with a CTA telling them exactly what you want them to do.
Add contact details and a link or document to a detailed business plan. This will help investors to connect and discuss further opportunities with you.
Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.
Here are a few things to bear in mind while delivering your presentation.
When you practice your presentation, ensure that there is a narrative binding everything together.
This can perhaps be the most difficult task. However, you must find a hook to keep the readers engaged.
Now, figures and brilliant ideas can overpower your narration if you don’t have a simple, humane story at the core. So take your time, practice the pitch, and find ways to engage your readers with a compelling story.
A little extension of what we said earlier.
Making a presentation and presenting a presentation are completely different things. While you already know how to make a presentation, learn how to pitch to investors to be able to attract funding for your business.
Now, you might not be a great presenter. However, a little practice can fix everything.
Know what you are going to say on each slide, make notes of it, and practice it several times till you get it right.
Practice even when you get comfortable explaining the contents of your pitch deck. This will help you polish your presentation skills.
Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.
Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.
Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.
And there you have it. Now, let’s make you a stunning pitch deck to get your funding.
Looking for the most effective way of creating a business plan presentation?
There you go. Use Upmetrics AI pitch deck generator to create your pitch decks in less than an hour. This tool offers a strategically designed pitch deck template that includes all the sections essential for a presentation.
All you need to do is answer the questions, use inbuilt AI assistance to write the content, and see your pitch deck coming together. It’s as simple as that.
Prepare Your Pitch Decks in Less Than an Hour with Our
AI Pitch Deck Generator
Plans starting from $7/month
How to create a business plan presentation.
There are different ways to create a business plan presentation. While you can use PowerPoint templates to design your presentation, you can also consider using an AI pitch deck generator to create strategically sound pitch decks for your investors.
Whatever you choose, ensure that your presentation is visually and contextually rich and caters to your specific audience.
While there is no strict rule regarding how to structure your pitch deck, following this structure can help you establish a linear flow.
Guy Kawasaki’s 10-20-30 rule stands for a 10-slide presentation to be delivered within 20 minutes with a font size no smaller than 30 points. This rule is quite helpful in making your pitch decks memorable and compelling.
Upmetrics, Pitch Bob, Beemer Docs, and Beautiful AI are some of the best AI pitch pitch deck generators available online. However, Upmetrics , however, is the best choice given its advanced AI business planning functionalities for a cost-effective price point. It’s extremely easy to use and requires no steep learning.
Cannot think of what to write? This business plan course will indeed be a great help.
Here are a few tips that can help you prepare and deliver an exceptional business presentation:
About the Author
Upmetrics Team
Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more
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A business plan presentation is used to explain how a business will reach its goals and to show value to potential investors and partners.
Using a business plan presentation template, you remove some of the stress involved in developing individual slides to suit each purpose of your project. Instead, the templates leave room for customization, while providing the space and tools necessary for successful business plan design. A business plan presentation can be useful for:
Throughout your business plan, you might show your audience what types of products or services you provide, financial targets, current investors, recent upgrades, information on patents and legalities, and other important information.
Developing a business plan presentation requires the use of many slides, each telling an important part of your brand’s story. Some potential slides to include are:
Whether you’re a start-up, entrepreneur, or an established company looking to expand, using a business plan presentation template will help you get your point across. There are many ways to increase the success of your presentation. Some tips to consider during creation include:
Many of the pages in your presentation will benefit from a visual aid like a diagram or chart. Add these to emphasize points and show investors why your company is worth the investment.
Depending on your company culture, you might choose fun bold colors, or a classic grey scale. Keeping colors cohesive between slides maintains a professional appearance no matter your brand’s individual style.
Just as you’d separate sections of a physical paper presentation with cover pages, you can add title slides to illustrate the split between sections. From Product development to marketing, for example, you may want to separate your slides with a title slide.
Picking the right photos and images is essential to the overall success of your presentation. Be sure to pick images that tell a story and enhance understanding.
Learn how Beautiful.ai’s usability testing template can help you gauge your customers and their use cases to better improve your product or service.
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We handpicked a collection of modern and creative business plan PowerPoint templates you can use to walk through a pitch, investor presentation, or an overview of your business plan. The perfect way to present your next business plan in style!
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Design tips and ideas to capture your audience's attention.
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This template is a versatile tool for anyone looking to present their business ideas or strategies in a professional and visually appealing way. It ca...
Dots is a PowerPoint template with a modern design. Specifically made for crafting business plan slideshows, the template comes with more than 250 uni...
This template offers 50 unique slides in 10 different color schemes, ensuring that you’ll be able to find a design that perfectly aligns with yo...
Convention is a top-of-the-line PowerPoint template designed specifically for business and corporate presentations. The template comes with 84 fully c...
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What is a business plan presentation template.
A Business Plan Presentation Template is a pre-made design framework meant to showcase a business plan in a well-structured, visually appealing manner. These templates provide a standard layout that aims to present the content of the business plan efficiently and compellingly, making it easier for the audience to understand and retain key information.
These templates often include slides for detailing the company overview, mission statement, market and competition analysis, marketing and sales strategy, financial projections, etc. Since they are customizable, they allow personalization to cater to specific business needs or personal preferences.
Using a Business Plan Presentation Template comes with several advantages for a company. Firstly, it saves time and effort since it eliminates the need to create a presentation from scratch. Companies can instead focus on just inputting accurate, insightful information about their business plan.
Secondly, the professional design of the template ensures a positive impression on the target audience, be it potential investors, partners, or employees. The standardized format allows for easy understanding, making the presentation more effective in conveying the message.
Typically, Business Plan Presentation Templates come with editable elements. These range from texts to images, graphical elements, color schemes, and more. You can modify these as per your business needs. For instance, you can substitute placeholder texts with your company's real data, change colors to match your brand identity, or adjust graphs to represent your financial figures.
Most editing can be done directly in the software tool where the template was created (like MS PowerPoint or Google Slides). For more complex modifications or if you're unable to do it yourself, you can hire a graphic designer or use design platforms like Canva.
There are many platforms on the internet where you can access Business Plan Presentation Templates, both free and paid. Online office suites like Microsoft Office and Google Workspace offer a wide variety of business-related templates, including those for business plans. Other platforms like Canva, Template.net, and SlideModel specialize in providing professionally-designed presentation templates.
Before selecting, ensure that the template is appropriate for your business type and model, and that it includes all the necessary sections required in your business plan. Also, check if the template is compatible with the software you intend to use for your presentation.
A comprehensive Business Plan Presentation Template should include several key sections. These typically comprise an Introduction or Company Overview, Executive Summary, Mission and Vision Statements, Detailed Business Description, Market Analysis, Organization and Management Structure, and Description of Products or Services.
Furthermore, it should include sections for Marketing and Sales Strategy, Funding Request (if applicable), Financial Projections, and a Conclusion or Summary. However, the sections might vary depending on the needs of the business or the specific purpose of the plan.
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Boosting sales, attracting new customers, expanding the market... All of these are goals that businesses want to achieve. Aim high in your next presentation for your business plan, especially if you put your trust in this free template by Slidesgo.
There’s a nice way to approach all potential investors: using nice, colorful illustrations instead of boring visuals. This allows you to connect with the people and get closer to them. You’ll need to show data, statistics, numbers and other content, so we’ve prepared some easy-to-understand layouts, totally customizable and practical. With clean backgrounds and rectangular shapes to give some variety to the presentation, you’re good to go, so start customizing this slide deck!
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Number of slides: 10
The beginning of a new year also means annual planning meetings. The start of a new period is ideal to give your team an update of how the business is going and share the next steps. Do it with the Business Plan Presentation Template! You will find a Business Goals Slide, Executive Team Slide, Business Projects Slides and more sections to ensure all your internal stakeholders such as employees, investors, and founders know the direction the company is taking and the plans for the future.
Business goals slide.
There is no plan without goals. And when it comes to business, it is of high importance that your objectives are specific and measurable so your team can understand what you want from their work. Use this slide to set your primary business goals and make sure to follow the S.M.A.R.T method.
It is common practice to incorporate new members at the beginning of quarters. If any of your departments has grown in number or there have been promotions, share the news in this slide. You will be able to showcase complete departments and let people know the organization of each team.
This is probably the most exciting part of the presentation: projects. Share ongoing projects and the new challenges the business will embark on for the next period. The bigger the company, the harder it gets for employees to know what projects other departments are working on. This is a great opportunity to update your internal stakeholders and promote cross-departmental collaboration.
Data Graphics
Complete the business plan with quantitative data. This template includes two types of data-driven charts: a column chart and a doughnut chart. You will also find a Venn diagram.
Keep it simple and to the point.
Clarity and simplicity should prevail in your business plan presentation
Corporate presentation
We used different shades of blue in the design of the Business Plan PowerPoint Template to give your presentation a corporate and elegant look.
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To create a business plan presentation, identify your goals, conduct research, create an outline, develop the content, design your slides, prepare supporting material, and finalize and polish. Design a business plan presentation easily in Visme by picking a template, adjusting the slides, customizing the template, and then downloading and ...
Let's explore how to design a business plan presentation that stands out in the modern business landscape. 1) Move from static to interactive. Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.
Use This Template. 5. Business Plan PowerPoint Templates. If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech. Use This Template.
Business Plan Presentation templates - Slidesgo
Clarity and Communication. A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured ...
A business plan presentation forms part of your investment pitch. It's a summary of all the information included in your (probably very lengthy) business plan document. Whilst the document dives deep into business details, your business plan presentation provides an overview (with you on hand to flesh things out a little).
A business plan presentation, or pitch deck, is a condensed version of your plan that showcases essential details to potential investors or partners. A compelling plan presentation is crucial for securing funding, attracting investors, and rallying support for your venture.
A business plan presentation template is available with versions for PowerPoint and Google Slides. This template is made in a modern corporate style and is suitable for serious topics. With 30 different templates and customizable assets, you can easily include your business overview, present your sales, management, and financial plans, and more
Edit Now! Business Plan Presentation: Goals and Applications Explained. A business idea presentation is a written, formal, and detailed document that outlines a company's goals and objectives, strategies, financial projections, and operational plans for achieving success and sustainability.
4. Use large, easy to read font. Always use a relatively large font in your presentation - 30pt or larger. Your audience shouldn't have to strain to read what's on your slide. Using a large font will also force you to choose your words carefully because you won't have that much room on the page for a lot of words. 6.
A business presentation plan focuses on explaining business details using visual slides. Business plans are a great summary for those unfamiliar with the business, especially an external business partner. The business plan primarily considers the business' structure, finances and functioning It includes the roles and teams in the business. ...
The most important factor in preparing a business plan presentation is to keep it clear and concise. This will ensure that the messaging is presented coherently. Such concise messaging will help you deliver an equally precise presentation explained in a few sentences. Also, stick to the basics: use simple language.
Use this business plan presentation template to make the process of writing your presentation easier, faster, and a lot less stressful. You'll need to do some research before you start writing and gathering information about your financial projections, market, competition, customer segments, marketing strategy, and operations plan. ...
1. Secure the funding. The most obvious benefit of having a pitch deck. Investors want to know the viability and feasibility of your business idea to consider funding your business. A well-crafted pitch deck with a strategic layout will make it easier for you to prove the worthiness of your business idea. 2.
A great business plan presentation is one of the most essential tools for entrepreneurs seeking to scale their business or land initial funding to get their business off the ground. Along with the above elements, be sure to create your presentation in simple and clear language with a clear structure and compelling visuals to engage investors. ...
A business plan presentation is used to explain how a business will reach its goals and to show value to potential investors and partners. Using a business plan presentation template, you remove some of the stress involved in developing individual slides to suit each purpose of your project. Instead, the templates leave room for customization ...
A Business Plan Presentation Template is a pre-made design framework meant to showcase a business plan in a well-structured, visually appealing manner. These templates provide a standard layout that aims to present the content of the business plan efficiently and compellingly, making it easier for the audience to understand and retain key ...
Simple Business Plan presentation template
includes business plan examples PPT layouts. 4. Modern Blue Green Digital Marketing Presentation. versatile business plan template PPT. perfect for presenting a marketing strategy. fully editable. 25 unique slides. 5. Modern Minimalist Business Plan Presentation.
Corporate presentation. We used different shades of blue in the design of the Business Plan PowerPoint Template to give your presentation a corporate and elegant look. Get your presentation custom designed by us, starting at just $10 per slide. STEP 1.
Business Plan Powerpoint Templates and Google ...
Write your business plan - SBA
Features: 2019 Business Plan PowerPoint Templates. Fully and easily editable (shape color, size, and text) This template has a color theme and will automatically apply color when copied and pasted. It includes a customizable icon family with 135 different icons (Fully editable) Drag and drop image placeholder.
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Former President Donald Trump plans to ban mortgages for undocumented immigrants, he said in a speech at the Economic Club of New York on Thursday.