Smarter Merchant Underwriting Starts Here
Automate decisions, verify identity, and streamline risk reviews—all in one platform built for modern payments companies.
Customer
Millennium Mile Medals
Jon L. Dukes
Business Owner
Low Risk
0 Liens
Fraud Score: 9.5
Conditional Logic
White-labeled
Mobile Friendly
Automate Workflows
Share & Embed Anywhere
Conditional Logic
White-labeled
Mobile Friendly
Automate Workflows
Share & Embed Anywhere
Automate Work and Focus on Selling
reduction in customer onboarding time
reduction in email clutter
reduction in drop-offs
less time in back and forth requests
Save Money
No more surprise costs—enjoy unlimited eSignatures, unlike competitors who charge extra. Simplify your process and save with transparent pricing.
Identity Validations
Simplify identity verification with our built-in Plaid integration, enabling easy customer ID and banking info checks. Pay only when you use it—no setup fees, saving you thousands.
Customer Record
Under's platform has a built-in customer record, enabling seamless data reuse across agreements. Eliminate manual entry and save time with automated workflows.
Forms are just the beginning...
- Quickly Build Forms: Easy-to-use drag and drop form builder
- Start with Our Templates: We have pre-designed templates to kickstart your project, ensuring you spend less time on setup and more on results.
- Conditional Logic: Enhance user experience by incorporating conditional logic, allowing your forms to adapt based on responses, making them smarter and more efficient.
Quick to start and easy to send
- Create an account, upload, eSign, and send your first document for signing in minutes — no training or downloads required.
Multi-signer capability
- Working with businesses with multiple owners? Not a problem
Mobile friendly experience
- Your customers can sign from anywhere, anytime, on any device
Manage the top of your sales funnel
- Identify which leads to focus on
Verify customers information
- Location, phone, address, email, etc
- Import to Under.io
Easily bring applicant data into Under from multiple sources, consolidating everything in one secure location. - Export Out of Under
With simple export options, access your data whenever needed, enabling smooth transfer across systems and workflows. - Integrate with Your CRM
Sync applicant data with your CRM effortlessly, ensuring a seamless flow of information that keeps your entire team aligned and up-to-date.
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Save Big by Simplifying Your Tool Stack
Under Plans
Alternative Software Stack
Software Pricing
$45
/mo
$49
/mo
$24
/mo
$99
/mo
$99
/mo
$499
/mo
$999
/mo
$500
/mo
Users
Old Price
New Price
Savings
Starter
1
$122
/mo
$49
/mo
Save $82
Professional
Popular
5
$1,598
/mo
$149
/mo
Save $1,399
Enterprise
Custom
$5,198
/mo
Get in Touch
Save $5,000+
Fantastic team, Incredible scalability
Vicent LaManna
B2B Soft
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Amazing, easy, affordable
John Malone
Merchant Service Depot
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Great Product to Cut Through Underwriting Red Tape
Crosby Gull
SMB Global
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