Contact person: Online Financing Website Development

Phone:Show

Email:Show

Location: 963 oyster bay rd, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Here is the **updated Scope of Work** including both a **lead submission form** and a detailed **funding application form**, as part of the website build:

---

# **Scope of Work: Tree Service Financing Website Development**

## **Project Title:**

**Tree Service Financing Website – UI/UX, Copy Integration, Lead Capture & Funding Application**

This project will be by the hour and please estimate how many hours

---

## **Project Overview:**

We are developing a high-conversion website that promotes tailored financing for Tree Service Companies. The website will showcase six funding products and drive lead capture and funding applications through two forms: (1) a simple lead submission form for general inquiries and (2) a full funding application for credit assessment and underwriting.

The site must be clean, modern, mobile-responsive, and modeled after top financing and tree service websites.

we are copying this website [login to view URL] - but we are angling it for tree removal companies, tree service companies and companies in arbor

---

## **Objectives:**

1. Build trust and educate Tree Service Companies on available capital solutions.
2. Provide clear financing product breakdowns and use cases.
3. Capture interested leads with a short form.
4. Enable full funding applications with file upload, soft credit pull consent, and essential financial details.
5. Ensure smooth user experience across devices.

---

## **Deliverables:**

### **1. Website UI/UX Design**

* Clean, modern design modeled after:
[[login to view URL]]([login to view URL])
[[login to view URL]]([login to view URL])
[[login to view URL]]([login to view URL])
* Responsive on mobile and desktop
* Includes:

* Hero banner with CTA
* Loan product overview (cards or tiles)
* Why finance with us section
* “How it works” visual (3 steps)
* Trust indicators (certifications, reviews)
* FAQs

---

### **2. Financing Products Section**

Each loan option should be presented with:

* Product name
* Purpose summary
* Structure overview
* Use cases tailored to tree service (equipment, AR, marketing, etc.)

Products to include:

* Business Term Loan
* Business Line of Credit
* Equipment Financing
* Invoice Financing
* Merchant Cash Advance
* Startup Business Loan

---

### **3. Lead Submission Form**

Located on homepage and/or sticky section.

**Fields:**

* First & Last Name
* Business Name
* Phone
* Email
* Service Area (ZIP or City)
* "What are you looking to finance?" (dropdown: Equipment, Payroll, AR, Marketing, Other)
* Short message box
* Submit button → email notification & data to Google Sheet or CRM integration

---

### **4. Full Funding Application Form**

Located on a dedicated page (e.g. `/apply`)

**Sections:**

#### **Business Info**

* Business Name
* DBA (if any)
* EIN
* Business Address
* Entity Type (LLC, S-Corp, etc.)
* Industry (dropdown or text)
* Years in Business
* Monthly Gross Revenue (YTD & MTD)
* Website or Social Media (optional)

#### **Owner Info**

* First & Last Name
* Cell Phone
* Email
* Home Address
* % Ownership
* Last 4 of SSN
* Date of Birth

#### **Requested Funding**

* Loan Type (dropdown: Term, Line of Credit, Invoice, etc.)
* Requested Amount
* Use of Funds (short text)
* Preferred Term (dropdown)

#### **Document Upload**

* Upload fields for:

* 3 most recent bank statements (PDF)
* Optional: Voided check or COI
* Driver’s license image (optional)

#### **Consent Section**

* Checkbox to authorize soft credit pull
* Checkbox to certify all info is accurate
* Digital signature box or typed signature + date

#### **Submission**

* Auto-notification to internal email or CRM
* Optional webhook or Zapier automation (future add-on)

---

## **Functionality & Features**

* Mobile responsive
* Secure form submissions
* Fast load speeds
* Branded look & feel (logo/colors/fonts provided)
* Future integration flexibility (e.g., JotForm, Typeform, Airtable, HubSpot)

---

---

## **Budget:**

Flexible – based on experience and turnaround.
Include:

* Fixed price or hourly estimate
* Portfolio of similar work
* Timeline availability

---

## **Communication:**

Slack, Zoom, or Email. Weekly check-ins with progress updates." (client-provided description)