Unity Financial Solution - Funding Website & GoHighLevel Integration

Unity Financial Solution provides funding guidance across personal credit card stacking, business credit card stacking, SBA loan support, and business funding readiness.

The project combines a professional multi-page website with a structured funding-review workflow. Visitors can learn about available solutions, start their review, complete each required step, submit their information and supporting documents, and receive follow-up from the Unity Financial Solution team.

Create a trustworthy online presence that explains the company’s funding solutions and gives leads a clear, organized process for submitting their profile for review.

• Designed and developed a complete React.js funding website.

• Integrated the website with GoHighLevel for lead handling and follow-up.

• Created a high-conversion homepage focused on strategy-first funding guidance.

• Built dedicated Funding Solutions content for personal credit card stacking, business credit card stacking, SBA loan support, and business funding readiness.

• Created a detailed “How It Works” page explaining the review, strategy, document, and follow-up process.

• Built a three-stage funding-review submission journey.

• Created a MyScoreIQ account setup page as the first step of the review process.

• Built a profile-information submission page for the second step.

• Created a comprehensive funding application and document-upload page for the final submission step.

• Added a confirmation page explaining what happens after a visitor submits their profile.

• Created an FAQ page covering general funding, card stacking, SBA loans, review process, and application questions.

• Built a Contact page with inquiry form, business contact information, and clear privacy guidance for visitors.

• Added legal and compliance-supporting pages including Terms & Conditions, Privacy Policy, Funding Disclaimer, SMS Terms, Refund Policy, and E-Sign Consent.

• Applied a consistent premium green, gold, white, and dark-navy visual system throughout the website.

Customer / Visitor Journey
Visit the website → Review available funding solutions → Start the funding review → Set up or connect MyScoreIQ → Submit profile information → Complete the funding application and document submission → Receive confirmation → Unity Financial Solution reviews the file and follows up with next steps.

Automation Highlights

• Integrated GoHighLevel with the website’s lead and funding-review journey.

• Created clear contact and follow-up paths after profile submission.

• Structured the website flow so visitors move through each stage before their file is reviewed.

• Added confirmation messaging that sets expectations for review and follow-up.

Delivered a complete React.js funding website and GoHighLevel-connected review flow that gives Unity Financial Solution a polished online presence and a structured way to collect, organize, and follow up with prospective clients.