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

marketing hancho

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

Colin Driscoll

marketing hancho

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

marketing hancho

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

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

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

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

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

This article delves into what wealth management technology is and how it has evolved. The benefits of integrating this technology into financial planning are explored, including increased efficiency, enhanced client experience, improved risk management, and cost savings.

Colin Driscoll

marketing hancho

Customer identification is a routine yet surprisingly complex component of modern businesses. Financial service regulations require robust customer identification procedures that come with many challenges. Companies need the best tools at their disposal to meet these compliance requirements. 

Colin Driscoll

marketing hancho

Are you tired of juggling multiple PDF files and struggling to keep them organized? A PDF merger could be the solution to consider. This article will delve into the benefits of using a PDF merger, the key features it offers, and a step-by-step guide on how to use one effectively.

Coulter Layden

Onboarding Expert

Vendors are an essential and often unavoidable part of modern business. Companies are not always equipped to complete every step of their business operations, so they need to bring in third-party vendors to complete these tasks.

Colin Driscoll

marketing hancho

In today's fast-paced and competitive business environment, efficiency and productivity are key factors for success. Business automation software is essential for streamlining processes, improving communication, and collaboration.

Coulter Layden

Onboarding Expert

Customer onboarding in financial services is a crucial process that sets the tone for the entire customer relationship. Each step from pre-onboarding to ongoing relationship management is essential for ensuring a seamless and satisfactory experience for the customer.

Coulter Layden

Onboarding Expert

Combining PDF files can be a useful skill for anyone who deals with multiple documents on a regular basis. Whether you are merging reports, invoices, or presentations, the ability to merge PDF files can save you time and streamline your workflow.

Coulter Layden

Onboarding Expert

Digital customer onboarding is a crucial process for businesses looking to attract and retain customers in today's digital age. This article will explore the definition of digital customer onboarding, its importance, benefits, and how it works. We will also discuss the steps involved in the process, as well as the challenges businesses may face.

Coulter Layden

Onboarding Expert

In today's fast-paced digital world, the process of onboarding customers seamlessly and efficiently has become crucial for businesses across various industries.

Coulter Layden

Onboarding Expert

In today's digital world, businesses must navigate complex regulations and ensure the security of their operations. Understanding the differences between Know Your Customer (KYC) and Know Your Business (KYB) is crucial for compliance and risk management.

Coulter Layden

Onboarding Expert

At its core, multi-factor authentication or MFA requires multiple layers of verification for a user to access software. However, it is distinct from two-step verification, which requires users to input two separate but similar data points, such as a password and a security question, to gain access.

Colin Driscoll

marketing hancho

We will explore the definition, purpose, history, requirements, importance, benefits, challenges, best practices, role of technology, regulatory compliance, and implementation in financial institutions and anti-money laundering compliance.

Coulter Layden

Onboarding Expert

This article discusses instant check verification, its benefits, different types, and the information that can be verified. It highlights how businesses can use this technology to streamline payment processing, reduce fraud risk, and improve customer service.

Coulter Layden

Onboarding Expert

Do you know your business as well as you think you do? KYB, or Know Your Business, is a crucial process that helps companies understand and manage the risks associated with their business operations.

Colin Driscoll

marketing hancho

Have you ever wondered what KYC (Know Your Customer) is all about? In today's digital world, where financial transactions are increasingly common, KYC plays a crucial role in protecting against fraud and money laundering.

Coulter Layden

Onboarding Expert

Customer onboarding is a crucial process for businesses to ensure that new customers have a positive experience and quickly realize the value of the product or service.

Coulter Layden

Onboarding Expert

KYC software is an essential tool for businesses to verify the identity of their customers and ensure compliance with regulatory requirements. In this article, we will explore its key benefits and delve into the components of an effective KYC framework.

Coulter Layden

Onboarding Expert

In a world where digital transactions and interactions are becoming increasingly common, the need for reliable identity verification methods has never been more crucial. From online banking to e-commerce, the ability to confirm an individual's identity is essential for security and trust.

Coulter Layden

Onboarding Expert

Underwriting and customer verification can easily be a frustrating process for many companies. Complications such as compliance regulations and fraudsters often lead to high customer friction and frustration for onboarding teams.

Colin Driscoll

marketing hancho

The use of online signatures has become increasingly prevalent. Businesses and individuals alike are turning to online signatures for their convenience, time-saving benefits, and cost-effectiveness. In this article, we will explore the various reasons why online signatures are a valuable tool for both businesses

Coulter Layden

Onboarding Expert

Plaid Free is revolutionizing the financial services industry, offering a comprehensive and accessible platform that empowers individuals and businesses to seamlessly integrate with financial institutions. In this article, we will delve into the concept of Plaid and how Under leverages Plaid.

Coulter Layden

Onboarding Expert

Protecting and managing your online identity has become more important than ever. With the increasing prevalence of cyber threats and identity theft, individuals and businesses are seeking ways to safeguard their personal and professional information.

Colin Driscoll

marketing hancho

Wealth management refers to the process of managing an individual's financial assets and investments to help them achieve their financial goals. As the number of financial transactions and investments increase, managing wealth can become complex and time-consuming.

Coulter Layden

Onboarding Expert

Digital account opening is here to revolutionize the way you handle your finances. In this fast-paced world, time is of the essence, and digital account opening allows you to open an account quickly and easily, all from the comfort of your own home.

Coulter Layden

Onboarding Expert

Are uncertainties about the legitimacy of your merchant cash advance customers holding back your business goals? Look no further! In this article, we'll explore the crucial process of verifying your customers and how it safeguards your business from potential scams and fraud, ensuring a secure and successful transaction.

Coulter Layden

Onboarding Expert

A cash advance, also known as a payday loan, is a short-term loan typically offered by lenders to cover unexpected expenses or tide over financial emergencies. These loans are usually paid back in full within a few weeks, along with interest and fees.

Coulter Layden

Onboarding Expert

Tired of constantly dealing with multiple merchant cash advance applications and struggling to transfer data between them? This article is here to help. In today's fast-paced business world, time is money and every minute counts. That's why finding a seamless and efficient way to move data across applications is crucial for the success of a

Coulter Layden

Onboarding Expert

Welcome to the future of convenience – where you can sign up your lending customers online in just a few simple clicks. Are you tired of cumbersome paperwork and long wait times? Say goodbye to traditional methods and hello to efficiency with our online platform.

Coulter Layden

Onboarding Expert

Are you tired of manually transferring data between different business lending applications? Look no further! In this article, we will discuss the importance of efficiently moving data across various loan platforms to streamline your business processes and save you time and resources. Say goodbye to tedious data entry and hello to productivity with

Colin Driscoll

marketing hancho

Digital Application has transformed the way we interact with technology, enabling us to access a wide range of services and information at our fingertips. With the rapid growth of mobile devices and the advancement of technology, digital applications have become an integral part of our daily lives.

Colin Driscoll

marketing hancho

No code software is a type of computer program that allows users to build and create applications without the need for coding knowledge or experience. This innovative technology has gained popularity in recent years, as it enables individuals and businesses to create custom software solutions quickly and easily.

Coulter Layden

Onboarding Expert

Identity verification plays a crucial role in today's digital landscape, ensuring secure and trustworthy transactions.

Coulter Layden

Onboarding Expert

Are you a payment company struggling to transfer data between different merchant processing agreements? If so, this article is for you! In today's fast-paced digital world, seamlessly moving data securely is crucial for your business's success.

Coulter Layden

Onboarding Expert

Online Identity Verification is important for ensuring the security of online transactions and protecting against identity theft and fraud.

Coulter Layden

Onboarding Expert

The Under platform makes it easy to convert documents into PDFs, saving time and energy.

Colin Driscoll

marketing hancho

Discover the convenience of issuing credit cards effortlessly with our user-friendly online form. Watch this informative video to learn how you can streamline the process and enhance customer satisfaction. Our platform even includes a click-to-agree option for added convenience and compliance. Start simplifying your credit card issuance today!

Discover the ultimate solution to prevent fraud on your website. Watch this informative video where we reveal foolproof strategies to keep fraudsters at bay. Our secure forms are trusted by countless clients to protect their online presence. Don't let fraud knock on your door - take action now!

Technology advances quickly. Creating an electronic signature is now essential in the digital world. In just a few clicks, you can securely sign contracts, forms, and documents without physical paperwork. It's convenient and efficient for both businesses and individuals.

Coulter Layden

Onboarding Expert

Electronic signatures are a must-have in this digital age. With just a few clicks, they serve as legally binding marks. Unlike traditional pens, they are created with electronic methods and can be used for a variety of files.

Colin Driscoll

marketing hancho

Digital account opening has changed the way we access financial services. People love it for its convenience and simplicity. With just a few clicks, you can open a bank account, get a loan, and handle your finances, no branch visit required!

Coulter Layden

Onboarding Expert

How can Under.io help payments companies adopt AI? Check this panel out to learn more.

Colin Driscoll

marketing hancho

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 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

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

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

marketing hancho

Financial service brokers and agents are met with a ton of unique challenges. Fortunately, many useful tools out there provide many valuable features for brokers. Brokers must choose the right provider of these tools and enable them to be as efficient as possible.

Coulter Layden

Onboarding Expert

Brokers have played an integral role in financial services here in the US for decades. The activities of brokers have become increasingly more diverse over the past forty years as technology and regulations have changed.

Coulter Layden

Onboarding Expert

KYC is an unavoidable necessity that comes with many challenges and moving parts. Fortunately, with Under, you get access to the best KYC solutions to unlock the power of KYC and protect your business from fraud and regulatory fines. 

Colin Driscoll

marketing hancho

KYB, also known as Know Your Business, is an essential component of modern business and fraud prevention. It allows companies to verify that another company is legitimate before doing business with them. KYB is critical as companies have to contend with fraudsters and hackers who pretend to be legitimate businesses to conduct fraud. 

Coulter Layden

Onboarding Expert

Plaid is an incredible tool within fintech with a ton of practical applications. There are many aspects of financial services that Plaid is excellent for. These include personal and business finances, open finance, digital banking, lending, and consumer payments. With Plaid, companies can find solutions for all these unique finance areas. 

Coulter Layden

Onboarding Expert

Machine learning has become an increasingly important part of modern life. It is based on using algorithm learning in a similar fashion to humans based on prior data. The goal of machine learning is to allow algorithms to make informed predictions without the direct input of a human programmer. 

Coulter Layden

Onboarding Expert

Underwriting is an essential and unavoidable part of financial service company operations. Reporting and decisions are critical for underwriters, and they must have the best solutions to confidently and efficiently approve customer applications. 

Colin Driscoll

marketing hancho

LexisNexis is a powerhouse in the world of legal and business information solutions, offering a comprehensive range of products and services designed to meet the research, intelligence, and risk management needs of professionals across various industries. In this article, we will explore the functionality and benefits of LexisNexis.

Coulter Layden

Onboarding Expert

What is fintech? This is a short but essential question to ask when it comes to modern finance. Fintech has made a massive impact on finance and banking, and understanding the nuances of fintech is critical for many businesses and industries.

Coulter Layden

Onboarding Expert

Agreement Express is a secure and customizable client onboarding and account management platform designed specifically for financial institutions. The platform offers a range of features such as electronic signature capabilities, automated workflows, and document management to streamline the onboarding process and improve efficiency.

Colin Driscoll

marketing hancho

Are you tired of using a generic and confusing online sign-up process? Look no further! In this article, we will discuss the importance of customizing your online sign-up process and how it can help solve the problem of user frustration. Get ready to revolutionize your sign-up process with these simple tips.

Coulter Layden

Onboarding Expert

Enhance your form-building experience by exploring alternatives to NinjaForms. In this detailed guide, we not only introduce you to various alternatives but also delve into the pros and cons of each, along with pricing details. Additionally, we'll explore the unique features of Under.io as an alternative.

Colin Driscoll

marketing hancho

Online customer creation, also known as online lead generation, is the process of attracting and converting potential customers into actual customers through various online marketing strategies.

Coulter Layden

Onboarding Expert

Website fraud, also known as internet or online fraud, refers to any illegal or deceitful activity that occurs on a website. It involves the use of online platforms, such as websites and social media, to defraud individuals or businesses for financial gain.

Colin Driscoll

marketing hancho

If you've ever struggled with finding a user-friendly and cost-effective alternative to Acrobat, you're not alone. With rising subscription costs and limited features, many individuals and businesses are searching for a better solution.

Colin Driscoll

marketing hancho

Electronic signatures have revolutionized the way businesses handle documents and contracts. While DocuSign is a popular choice for electronic signature software, there are many alternatives available that offer similar features and benefits. Let's take a look at 10 alternatives to DocuSign that you can consider for your business needs.

Coulter Layden

Onboarding Expert

Electronic signature solutions have revolutionized the way businesses handle document signing, making it faster, easier, and more secure than ever before. Hellosign and Docusign are two of the most popular electronic signature solutions on the market, offering similar features and benefits, but with some key differences.

Colin Driscoll

marketing hancho

Underwriting software plays an important role in financial industries, revolutionizing the underwriting process and enhancing efficiency and accuracy. It is important to understand the definition and functionality of underwriting software.

Coulter Layden

Onboarding Expert

Automated underwriting is a process in the process of applying for a financial account. This includes applying for a payments account, an insurance account, a lending account, and so on. Automated underwriting uses technology and algorithms to evaluate and assess risks associated with insuring a person or entity.

Colin Driscoll

marketing hancho

The significance and diversity of online banking advantages are explored in this informative article. The introduction provides insights into the various benefits offered by online banking, while also addressing the variations in its main title.

Colin Driscoll

marketing hancho

Plaid is a secure way to validate banking information. It employs advanced security and encryption protocols to protect your data. To better understand the security of Plaid, delve into its explanation and recognize the significance of security in finance

Colin Driscoll

marketing hancho

Discover how Jeff Shea of Under.io reveals the untapped potential of leveraging in-house data and AI algorithms for processors and other businesses. Uncover valuable insights and stay ahead of the competition. Watch the interview now!

Colin Driscoll

marketing hancho

Payment processing refers to the process of electronically transferring funds for goods or services between two parties. With the rise of online fraud and security breaches, it is essential to verify these applications to ensure smooth and secure transactions.

Colin Driscoll

marketing hancho

The future of banking is more in flux than ever due to the rise of many new technologies in recent years. Blockchain, AI, API, self-kiosks, and digital account opening each provides their own unique advantages that banks can use.

Colin Driscoll

marketing hancho

Surviving in a digital economy can be daunting for many businesses. Fortunately, there are various ways companies can adapt to meet the realities of the digital economy. Many companies have begun digitization but have yet to enact true digital transformation.

Coulter Layden

Onboarding Expert

Selling on the internet should be considered another tool in your sales process toolbox. Seasoned merchants often use this powerful and practical tool as one of many lead generation tactics. Through the internet, you may be able to reach people that weren't on your radar.

Coulter Layden

Onboarding Expert

One of the most frustrating aspects of running a business is fraud. Unfortunately, this has been a rising problem for businesses globally. Fraud is incredibly costly and challenging for companies to deal with.

Colin Driscoll

marketing hancho

Emerging economies and financial inclusion have a very unique and critical relationship. Financial inclusion enables development and provides tremendous opportunities for people around the world.

Coulter Layden

Onboarding Expert

Bank account access is one of the most critical aspects of the modern economy. Without a bank account, many doors are closed. Unfortunately, many still lack bank account access and rely on informal services.

Coulter Layden

Onboarding Expert

The rise of online retail is one of the most dramatic shifts in the modern economy. This has caused many to ask the question: are brick-and-mortar stores going away? While there are many advantages to online retail, there are many valuable roles that brick-and-mortar stores fulfill.

Coulter Layden

Onboarding Expert

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

Colin Driscoll

marketing hancho

In this edition of our Spotlight Series, we sit down with Vinny from B2B Soft to discuss his company and how they onboard franchise-level deals using Under.

Colin Driscoll

marketing hancho

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

marketing hancho

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

Colin Driscoll

marketing hancho

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

Colin Driscoll

marketing hancho

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

marketing hancho

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

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 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

This article serves as a comprehensive guide to understanding the payment facilitator model, detailing the roles and responsibilities of payment facilitators and identifying the types of companies transitioning into payment facilitators.

Colin Driscoll

marketing hancho

Have you ever considered the distinctions between ISO and ISV certifications? This article delves into the definitions, purposes, certification processes, industry focus, requirements, costs, validity, and recognition of both ISO and ISV certifications.

Colin Driscoll

marketing hancho

Welcome to the world of merchant onboarding! In this article, we will explore the concept of merchant onboarding, its significance, the key steps involved in the onboarding process, best practices to streamline the process, and the importance of merchant risk management and monitoring.

Coulter Layden

Onboarding Expert

Stripe, Square, and Paypal are massive payment aggregation platforms that many merchants rely on. Even though these aggregators play a prominent role in the payment space, ISOs have many opportunities to compete and succeed and provide even better payment solutions.

Coulter Layden

Onboarding Expert

Looking for alternative solutions to Agreement Express? Look no further! In this article, we will explore a variety of options that could meet your company's needs.

Colin Driscoll

marketing hancho

Payment companies facilitate financial transactions between a buyer and a seller. These companies provide a secure and efficient way for businesses to accept payments from customers. With the increasing popularity of online transactions, payment companies have become an essential part of the e-commerce landscape.

Colin Driscoll

marketing hancho

Are you tired of navigating the complex world of payments? Look no further! In this fast-paced society, having a reliable and efficient payment system is crucial. In this article, we will introduce you to the top 10 payments companies that can help simplify your financial transactions, so you can focus on what matters most to you.

Coulter Layden

Onboarding Expert

Are you tired of the time-consuming process of setting up a merchant account for your business? Look no further. Payments companies now offer the ability to sign up for services online.

Coulter Layden

Onboarding Expert

Payment processing software plays a crucial role in today's digital economy, enabling businesses to securely and efficiently handle financial transactions.

Coulter Layden

Onboarding Expert

Independent Software Vendors (ISVs) develop software to address the specific needs of merchants and their customers. Platform providers understand that each vertical they work in has unique needs and customer expectations.

Colin Driscoll

marketing hancho

Despite the popularity, there are many ways ISOs can compete with Stripe. This is due to the disadvantages of using Stripe, such as limited scalability, required coding, and limited omni-channel payment options. By offering solutions to Stripe's shortcomings, ISOs can compete with Stripe.

Colin Driscoll

marketing hancho

A merchant agreement is a contract between a business selling goods and services and the company processing credit transactions.

Colin Driscoll

marketing hancho

High risk merchant accounts are a unique challenge in the payment space. There are various components that merchants and payment processors need to consider. Despite these challenges, a high risk merchant account can be an excellent opportunity for merchants and payment processors. 

Coulter Layden

Onboarding Expert

Payline wanted to speed up the onboarding process when it comes to Merchant Acoounts. The staff tasked with entering information into the processor’s dashboards and the CRM recognized inefficiencies. As a result, they sought ways to save the time spent copying and pasting client data.

Colin Driscoll

marketing hancho

As a broker, SMB has access to multiple banking solutions, each with different application requirements. Each new submission requires administrative staff to manually input client information.

Colin Driscoll

marketing hancho

Should I be a Payfac? This is becoming a more common question in the payment space as more people want to tap into the incredible potential of payment facilitation. Understanding the challenges and benefits of payment facilitation before making a final decision is critical.

Colin Driscoll

marketing hancho

Costly chargebacks can quickly cut into the profits of any company. Therefore, understanding them and how to prevent them is critical in the modern economy. Fortunately, there are a variety of methods that can mitigate chargebacks despite the unique challenges that come with chargebacks.

Coulter Layden

Onboarding Expert

Embedded payments have increased for years as they offer many benefits for consumers and businesses. They allow companies to seamlessly provide payment options to customers without having to redirect to a third party.

Coulter Layden

Onboarding Expert

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

Colin Driscoll

marketing hancho

Are you curious about DocuSign Login and how it can streamline your document signing process? In this comprehensive article, we will explore what DocuSign is, how it works, the purpose of DocuSign Login, the benefits of using it, and the steps to create and login to your account.

Coulter Layden

Onboarding Expert

Learn the significance of a Tin Number for both individuals and businesses. We will also discuss the process for obtaining a Tin Number, the required documents, and the benefits of having one. Address common questions such as whether a Tin Number is the same as a Tax Identification Number and if you can have multiple Tin Numbers.

Coulter Layden

Onboarding Expert

Curious about what an EIN is and why it is important? Wondering who needs an EIN and how to get one? In this comprehensive article, we will explore everything you need to know about EINs. From the benefits of having an EIN to the different ways to apply for one, we've got you covered.

Coulter Layden

Onboarding Expert

A solid contract agreement is the cornerstone of a successful arrangement. Whether you're hiring a service provider, entering into a sales agreement, or setting the terms of a lease, a contract agreement provides the necessary framework to protect the interests of all parties involved.

Coulter Layden

Onboarding Expert

A wet signature refers to a handwritten signature on a physical document, while an electronic signature is a digital representation of a person's signature that is used to sign documents electronically.

Colin Driscoll

marketing hancho

Traditionally, signatures on important documents have been done with pen and paper. This has changed over time with more tools available.

Coulter Layden

Onboarding Expert

Making financial form completion easier and more efficient involves streamlining the process to save time and improve accuracy.

Coulter Layden

Onboarding Expert