Franchise investments can be lucrative, but the sheer variety of options and their rapidly changing nature make due diligence more complex than ever. With technology offering new ways to evaluate and track performance, prospective franchisees have a broader, more data-rich toolbox at their disposal.

Colin Driscoll

Onboarding Expert

Small and mid-sized businesses (SMBs) often face unique challenges that can hinder their growth potential. While they represent a significant portion of the economy, particularly in terms of job creation and innovation, managing finances effectively can be a daunting task.

Coulter Layden

Onboarding Expert

Businesses today face unprecedented challenges in managing their finances

Colin Driscoll

Onboarding Expert

Companies today face various challenges, from fluctuating demand to specific project-based requirements. This is where temporary workers step in as a viable solution, offering businesses the chance to manage their labor costs. The increasing trend toward hiring temp workers impacts operational costs, employee morale, and productivity.

Colin Driscoll

Onboarding Expert

Certificates of deposit (CDs) are known for their stability and guaranteed returns, making them an attractive option for investors looking to secure predictable income. The returns you lock in depend heavily on when you decide to invest.

Colin Driscoll

Onboarding Expert

Become a successful payments agent with expert insights on industry trends, communication, and strategic partnerships. Elevate your career today!

Colin Driscoll

Onboarding Expert

Running a successful tree care business takes more than chainsaws and climbing harnesses; it requires strategic planning, a reliable crew, and the financial flexibility to scale when opportunity knocks.

Coulter Layden

Onboarding Expert

Customer service is no longer just about answering phones and replying to emails. In the digital age, businesses are embracing artificial intelligence (AI) to improve the speed, efficiency, and personalization of their customer interactions.

Coulter Layden

Onboarding Expert

Flexible credit options provide more than just funds; they offer businesses the ability to adjust their financing terms based on specific needs.

Colin Driscoll

Onboarding Expert

Firewalls serve as the first line of defense in protecting digital environments from malicious threats. As a business owner, understanding their importance is crucial for safeguarding sensitive data and maintaining the integrity of your operations.

Colin Driscoll

Onboarding Expert

Digital transformation is revolutionizing the way businesses operate, leveraging technology to enhance processes, improve customer experiences, and foster innovation. As organizations strive to adapt in a fast-evolving market, strategic IT solutions play a crucial role in enabling this transition.

Coulter Layden

Onboarding Expert

The financial industry operates in a highly competitive landscape where exceptional customer service can be the determining factor for success. While many finance businesses focus significantly on client acquisition through digital marketing and networking, an often-overlooked aspect is the importance of robust telephone reception services.

Colin Driscoll

Onboarding Expert

Landscaping companies often operate in a competitive environment filled with a range of service providers. To stand out from the competition, businesses can greatly benefit from focusing on niche market segments.

Coulter Layden

Onboarding Expert

Investing in commercial real estate offers a unique opportunity for beginners looking to grow their wealth. As a tangible asset, commercial properties tend to appreciate, providing a sense of stability compared to other investment vehicles.

Colin Driscoll

Onboarding Expert

Stepping into the world of investing for the first time can feel both promising and overwhelming. With countless options, varied advice, and the risk of financial loss, the process often demands more than enthusiasm; it calls for clarity, preparation, and awareness

Colin Driscoll

Onboarding Expert

Discover how match merchant processing can impact your business, navigate the MATCH list effectively, and ensure compliance to avoid payment processing issues.

Colin Driscoll

Onboarding Expert

Travel insurance is often overlooked or dismissed as an unnecessary cost, yet when circumstances shift suddenly, it becomes one of the most valuable investments a traveler can make.

Coulter Layden

Onboarding Expert

Log management is a critical pillar of system observability and cybersecurity. As infrastructures scale and operations span hybrid or multi-cloud environments, the volume and diversity of logs can become overwhelming.

Coulter Layden

Onboarding Expert

Discover the essentials of peptides payment processing, a high-risk yet rewarding market. Learn about secure peptide merchant services, compliance, and fraud prevention strategies to enhance your business success.

Colin Driscoll

Onboarding Expert

Grants play a vital role in sustaining nonprofit missions, but securing funding is only half the challenge. Effective grant management ensures compliance, builds funder trust, and opens the door to future support. Without a strategic approach, even well-funded programs risk financial inefficiencies or lost opportunities. By focusing on deliberate p

Colin Driscoll

Onboarding Expert

Every growing company faces the challenge of bridging the gap between marketing and sales. While the two departments aim for the same goal, revenue growth, they often operate with different tools, data, and strategies. That’s where sales enablement comes in.

Coulter Layden

Onboarding Expert

Discover the benefits of automated underwriting in finance, enhancing efficiency, accuracy, and scalability while reducing costs and boosting customer satisfaction.

Colin Driscoll

Onboarding Expert

Outsourcing has emerged as a practical solution, allowing businesses to meet financial obligations, stay compliant, and streamline operations without expanding in-house teams. By redirecting accounting tasks to external specialists, organizations can focus more effectively on strategic priorities and long-term growth.

Colin Driscoll

Onboarding Expert

Not all businesses are created equal. Some are considered high-risk due to the nature of their industry, the risk of chargebacks, or a variety of other factors. If you're a tech startup founder operating in a high-risk industry, you're likely aware of the challenges that come with this label.

Coulter Layden

Onboarding Expert

These days, online payment systems are widely used. At the same time, more digital payments mean that agents, especially high risk ones, are at greater risk of fraud and theft. Because of what they do or who they serve, these agents experience transactions that are more vulnerable to fraud. Advanced technology such as Text to Speech (TTS).

Colin Driscoll

Onboarding Expert

In an increasingly digital world where face-to-face interactions are replaced by voice assistants, virtual agents, and remote authentication, the role of AI voice technology is evolving beyond convenience.

Colin Driscoll

Onboarding Expert

Enter VISA Vamp, a program developed by Visa to address and reduce the frequency of chargebacks. It uses advanced algorithms and data analysis to identify potential triggers for these disputes.

Colin Driscoll

Onboarding Expert

Not all businesses are treated equally in this realm. Some are labeled as "high risk" by payment processors. High-risk businesses often face unique challenges. They struggle to secure merchant account services and are often subjected to higher fees and stricter terms.

Colin Driscoll

Onboarding Expert

Artificial Intelligence (AI) is transforming industries across the globe. One sector experiencing significant change is insurance underwriting. AI in underwriting is revolutionizing the way risk is assessed. It's enabling faster, more accurate decisions, reducing human error, and bias.

Colin Driscoll

Onboarding Expert

Therapists often juggle numerous responsibilities, but overlooking financial records can lead to missed opportunities and increased stress. Accurate bookkeeping provides clear financial visibility, allowing therapists to make better decisions about their practice and improve profitability. With precise records, therapists can track client payments,

Colin Driscoll

Onboarding Expert

Enter the concept of case management in underwriting. This method streamlines the review process, making it more efficient and accurate. Case management software plays a pivotal role here. It organizes and tracks the progress of each case, ensuring nothing falls through the cracks. Automated underwriting, powered by AI and machine learning, further

Brett Benson

Onboarding Expert

Building a 3-day MVP is no longer an idealistic concept—it’s a strategic necessity. Whether you're a startup trying to validate an idea or a health system looking to solve a very specific operational problem, the 3-day MVP framework is the fastest way to test and learn.

Colin Driscoll

Onboarding Expert

The health tech space has seen an explosion of consumer-facing apps in recent years. From calorie counters to mental health trackers, the market is flooded with tools designed to engage patients directly. But here’s the truth: the real opportunity in healthcare technology doesn’t lie with the patient—it lies with the provider.

Colin Driscoll

Onboarding Expert

Many startups and digital health innovators face thesame tough question: Can we build a HIPAA-compliant Minimum Viable Product(MVP) without draining our time, money, and sanity?

Colin Driscoll

Onboarding Expert

When you apply for a merchant account, what criteria is used to evaluate your business?

Colin Driscoll

Onboarding Expert

Running a large transaction? Be sure to verify your customers' funds first before you do.

Colin Driscoll

Onboarding Expert

When working with freelancers, be sure to verify their bank accounts. This process ensures that payments reach the right person. It also helps prevent fraud, a common issue in online transactions. Without proper verification, businesses risk financial loss and damaged reputation.

Brett Benson

Onboarding Expert

Businesses can confirm available funds before processing large invoices, reducing failed payments and disputes with Under

Colin Driscoll

Onboarding Expert

In the digital age, the need for efficient and secure document management is paramount. Dropbox Sign, formerly known as HelloSign, is a solution that aims to meet this need. This service allows users to send, receive, and manage legally binding signatures electronically.

Colin Driscoll

Onboarding Expert

We offer a complete review of Jotform. Pros, cons, pricing, and recommendations based on your use case to see if Jotform is the right fit for you

Colin Driscoll

Onboarding Expert

Discover why Under.io is the best choice for advanced onboarding and lead qualification. Compare Under.io vs. Jotform to find the perfect form creator for financial services, data gathering, and customizable workflows.

Colin Driscoll

Onboarding Expert

Top Free PDF Data Extractors Reviewed: PDF data extraction involves converting the content of PDF documents into a format that can be easily manipulated and analyzed.

Brett Benson

Onboarding Expert

Discover why Under.io is the best choice for e-signatures. Compare Under.io vs. DocuSign find the perfect form creator for financial services, data gathering, and customizable workflows.

Colin Driscoll

Onboarding Expert

Discover why Under.io is the best choice for advanced onboarding and lead qualification. Compare Under.io vs. FormStack to find the perfect form creator for financial services, data gathering, and customizable workflows.

Brett Benson

Onboarding Expert

Explore why Under.io is a top alternative to PandaDocs for financial services onboarding. Discover features like KYC, KYB, W-9 tax form templates, and more. Simplify workflows with tools like PDF combiner and merge PDFs seamlessly. Sign up for Under.io today—an easier choice than managing with DocuSign login!

Brett Benson

Onboarding Expert

Discover how Under.io revolutionizes the underwriting process with automated solutions. Streamline pre-qualification and underwriting using integrations like Plaid, Isoftpull, and Twilio. Sign up today for a seamless, secure, and efficient experience in automated underwriting.

Brett Benson

Onboarding Expert

Easily manage emergency contact information with Under.io's mobile-friendly and secure platform. Create, customize, and share forms in minutes. Start today at www.under.io/register.

Brett Benson

Onboarding Expert

Underio check verification, free online check verification, instant check online verification, online verification check, Under,io online verification check

Brett Benson

Onboarding Expert

Learn how to create a secure and branded document upload form with Under.io. Customize templates, embed forms on your website, and streamline client onboarding with ease!

Brett Benson

Onboarding Expert

While platforms like Google Forms, Typeform, and Jotform offer basic capabilities, Under.io stands out with secure file uploads, e-signatures, and seamless PDF mapping tailored for financial institutions.

Brett Benson

Onboarding Expert

Easily complete your W9 form for 2024 online with our streamlined process. Save time and reduce errors while ensuring compliance. Start filling out your W9 today!

Brett Benson

Onboarding Expert

Discover the best free online HTML form builders and generators. Create custom forms effortlessly and enhance user engagement on your website. Start building today!

Brett Benson

Onboarding Expert

Identity Validation Services are essential for maintaining efficiency and signing customers online.

Colin Driscoll

Onboarding Expert

This article will guide you through the top fillable PDF creator tools available today. We will delve into their features, usability, and pricing to help you make an informed decision.

Brett Benson

Onboarding Expert

Unlock the power of digital signatures! Discover what they are, explore top providers like DocuSign and Under.io, and learn about security and compliance for a seamless signing experience. Start enhancing your document workflows today!

Discover the power of digital signatures—secure and efficient electronic signatures that validate document authenticity through advanced cryptographic techniques. Learn why they are essential for streamlining workflows, enhancing security, and ensuring compliance in a fast-paced, remote work environment. Explore key criteria for selecting the right

Brett Benson

Onboarding Expert

Forms with signatures, including electronic signature and e-signature solutions, serve as integral components in modern digital workflows, ensuring that documents are signed securely and efficiently.

Colin Driscoll

Onboarding Expert

Under.io's email notification settings help teams stay connected and responsive by offering customizable, event-based alerts for onboarding activities.

Colin Driscoll

Onboarding Expert

Under and Panda Docs are two common onboarding tools, what are the differences?

Colin Driscoll

Onboarding Expert

Use Under to collect NDAs

Colin Driscoll

Onboarding Expert

First Data is a popular payment processor. How does it compare to its competitors?

Colin Driscoll

Onboarding Expert

Under.io has a W9 template available for free!

Colin Driscoll

Onboarding Expert

Under.io provides you with the tools to fill and manage your PDFs online

Colin Driscoll

Onboarding Expert

Under.io provides the tools for companies to create digital signatures.

Coulter Layden

Onboarding Expert

Branded surveys serve as a robust instrument for businesses aiming to collect insights while simultaneously enhancing brand visibility through effective online survey tools.

Colin Driscoll

Onboarding Expert

Google Forms is a popular tool for people and companies that need to build digital applications and forms. This post goes into Google Forms and compares it to Under.io

Colin Driscoll

Onboarding Expert

Forms that have identity validation and underwriting tools help financial services companies severely cut down on onboarding time.

Colin Driscoll

Onboarding Expert

This post explores how adding Multi-Factor Authentication (MFA) to digital forms enhances security for businesses and users alike. It covers the benefits of integrating MFA into customer-facing forms, reducing the risk of unauthorized access and fraud.

Coulter Layden

Onboarding Expert

Merchant Category Codes (MCC) are four-digit numbers used by payment card networks to classify businesses based on the products or services they offer.

Colin Driscoll

Onboarding Expert

With Under.io, you can add Plaid to your forms to instantly verify a customer's bank account and transaction details.

Colin Driscoll

Onboarding Expert

Payline Data sees a 31% increase in submission to approval

Colin Driscoll

Onboarding Expert

Save 72% of time for each application, just like SMB Global

Colin Driscoll

Onboarding Expert

All pricing plans with Under.io include unlimited electronic signatures.

Colin Driscoll

Onboarding Expert

Jeff and Colin from the Under team will be exhibiting in Las Vegas.

Colin Driscoll

Onboarding Expert

In a digital world where documents are often shared and collaborated on, understanding how to edit a PDF online has become essential, especially with free tools that simplify the process.PDFs are widely used for their consistent formatting, but what happens when you need to make changes, such as adding comments or highlighting text?

Colin Driscoll

Onboarding Expert

Under.io instantly gives you the ability to verify phone numbers to help get in front of fraud.

Colin Driscoll

Onboarding Expert

IRIS / NMI is a tool ISOs use to manage their leads and customers, and run residuals. Under.io is an alternative onboarding tool.

Coulter Layden

Onboarding Expert

Payments companies drop their DocuSign account and choose Under.io because the templates are built for payments , and it is cheaper

Colin Driscoll

Onboarding Expert

Creating and sending invoices doesn't have to be a daunting task. With the right free invoice templates, you can streamline your billing process and ensure you get paid on time.

Colin Driscoll

Onboarding Expert

Zoey Bush of Secure Payments Solutions discusses why she chose Under.io to replace their DocuSign account.

Colin Driscoll

Onboarding Expert

Under.io now integrates with major CRMs including HubSpot, SalesForce, and many more!

Colin Driscoll

Onboarding Expert

Are you in search of a dependable payment processing solution for your business? Your search may end with Elavon Merchant Services.

Colin Driscoll

Onboarding Expert

Addressing how to attract customers to your website is critical for any business. More than ever, company websites are the key to success, and driving traffic onto a website is essential to modern business. 

Coulter Layden

Onboarding Expert

This article delves into the definition and significance of ISVs, the advantages associated with ISV certification, various forms of ISV partnerships, recommended protocols for ISVs, strategies for software monetization, and a detailed examination of Candela Subscription Models through a case study.

Colin Driscoll

Onboarding Expert

Agents in the payments space face a tall task- competing with technology, price, and improved customer onboarding experience.

Coulter Layden

Onboarding Expert

This article takes a look at form builders that exist today that include underwriting tools, including Under.io. When opening financial services accounts digitally, this is an important aspect of your form builder.

Coulter Layden

Onboarding Expert

AI is changing every industry including the way financial services companies underwrite their customers.

Coulter Layden

Onboarding Expert

Under.io is a form builder built for the payments industry. Use our templates to create an application customized to your company and compatible with your processor in minutes.

Coulter Layden

Onboarding Expert

Under.io is a form builder built for financial services industries like payments.

Coulter Layden

Onboarding Expert

Under.io is a form builder specifically built for financial services. Creat your applications and customers in minutes, and then gain the ability to underwrite your customers from the same platform.

Coulter Layden

Onboarding Expert

Under.io has payment processing templates ready to be used the minute you create your account. Grab your processors mpa and create customers in minutes.

Coulter Layden

Onboarding Expert

The ability to move all PDFs online is crucial in 2024. This article discusses that topic in-depth and how Under.io helps transition individuals and companies to the digital world.

Coulter Layden

Onboarding Expert

Online forms are an effective way to collect customer information, and organizations rely on them more than ever. There are many online form builders, and it is essential to understand their strengths and weaknesses before deciding which one to use. 

Coulter Layden

Onboarding Expert

In the contemporary digital landscape, establishing a polished and uniform signature for electronic correspondence such as emails and documents holds paramount importance.

Coulter Layden

Onboarding Expert

Under.io is a popular PDF editor, this article goes into why.

Coulter Layden

Onboarding Expert

Electronic signatures are the standard for modern business. Companies need to have this incredible tool at their fingertips, and it is essential that they understand their options, such as DocuSign and Under.io.

Coulter Layden

Onboarding Expert

Multi-factor authentication requires additional levels of user verification rather than simple passwords. These additional levels of authentication can vary depending on the system, from one-time passcodes to fingerprints.

Coulter Layden

Onboarding Expert

Have you ever pondered the seamless integration of apps and services with your bank account to facilitate secure transactions and ensure precise financial information? Plaid stands as the pioneering platform that transforms the dynamics of interaction with financial institutions.

Coulter Layden

Onboarding Expert

If you are seeking the top wealth management platforms to assist in managing your finances, there is no need to search further. From Personal Capital to Betterment, a list of the top 10 platforms has been compiled, each offering a variety of features to address your investment requirements.

Colin Driscoll

Onboarding Expert