Under archive
Articles, product tutorials and conversations from the Under archive.
After reviewing the platforms in this space closely, the differences in pricing, geographic coverage, and fraud handling are large enough to change your actual margins.
Read articleThat is why custom API development has moved from a technical preference to a product requirement for modern lending platforms.
Read articleAfter reviewing dozens of platforms across features, pricing, and real-world feedback, this guide breaks down the five options worth your time.
Read articleChoosing the right point-of-sale system is one of the most important decisions a restaurant owner will make. The wrong choice leads to slow service, frustrated staff, and lost revenue.
Read articleAdult businesses face a uniquely complex path to payment processing. Unlike standard retail or service-based companies, adult merchants operate in a high-risk category that triggers deeper scrutiny from acquiring banks and payment processors.
Read articleWhile proactive fraud monitoring automatically stops most hidden threats, you remain the ultimate safety net. Replying "No" to that text alert immediately locks the door against thieves.
Read articleDiscover how third-party underwriting vendors for payments companies can enhance risk management, compliance, and operational efficiency in this comprehensive guide.
Read articleWe'll take a look at how the SEO payments strategy (yes, that intersection exists) can directly influence your business success. And learn how to make them strengthen each other.
Read articleDiscover how streamlining digital merchant onboarding processes accelerates sign-ups, enhances security, and minimizes friction, empowering sellers to succeed swiftly.
Read articleDiscover top fraud prevention solutions leveraging AI, blockchain, and biometrics. Enhance security with cutting-edge technologies for effective fraud risk management and identity theft protection.
Read articleSimplify the digital merchant onboarding process with our guide. Learn essential steps for fast approval and secure payment solutions in e-commerce.
Read articleDiscover why payment facilitators need underwriting tools for risk management, fraud prevention, and seamless transactions. Enhance efficiency with integrated risk assessment and payment processing software.
Read articleSecure your business's growth with tailored solutions for hard-to-place credit card processing accounts. Discover how high-risk merchant accounts can meet your unique needs.
Read articleFinancial institutions always feel the pressure for identity verification to be done as quickly, precisely, and securely as possible. Traditional KYC and KYB processes are often unwieldy, expensive, and fraught with friction. Financial institutions commonly spend around $500 million annually on KYC compliance.
Read articleDiscover what a PayFac is and how it revolutionizes payment processing. Simplify transactions, reduce costs, and streamline operations with payment facilitators.
Read articleFintech is one of the most competitive industries today. Apps for payments, savings, investing, and lending fight for attention in crowded markets. Building a secure product is no longer enough—customers demand seamless design that feels simple yet trustworthy.
Read articleLearn how to effectively reduce chargebacks in payment processing with fraud prevention, chargeback management strategies, and proactive planning.
Read articleEfficiency is a necessity. One of the most critical areas impacting operational effectiveness is payment processing. Traditional methods of setting up merchant accounts can be cumbersome, time-consuming, and costly, often requiring extensive documentation, compliance checks, and integration efforts.
Read articleBusinesses today face unprecedented challenges in managing their finances
Read articleBecome a successful payments agent with expert insights on industry trends, communication, and strategic partnerships. Elevate your career today!
Read articleFlexible credit options provide more than just funds; they offer businesses the ability to adjust their financing terms based on specific needs.
Read articleDiscover how match merchant processing can impact your business, navigate the MATCH list effectively, and ensure compliance to avoid payment processing issues.
Read articleDiscover 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.
Read articleDiscover the benefits of automated underwriting in finance, enhancing efficiency, accuracy, and scalability while reducing costs and boosting customer satisfaction.
Read articleNot 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.
Read articleThese 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), is used by businesses to make security and fraud prevention better. It is used to confirm who people are and to ensure their payments are secure. In this article, we look at how Text to Speech can make payment security better for high risk agents.
Read articleIn 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.
Read articleEnter 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.
Read articleIn the world of e-commerce, payment processing is a critical component. It's the backbone of every online transaction. But 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.
Read articleArtificial 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.
Read articleEnter 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 enhances this process. It speeds up decision-making and reduces the risk of human error.
Read articleWhen you apply for a merchant account, what criteria is used to evaluate your business?
Read articleRunning a large transaction? Be sure to verify your customers' funds first before you do.
Read articleWhen 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.
Read articleBusinesses can confirm available funds before processing large invoices, reducing failed payments and disputes with Under
Read articleIn 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.
Read articleWe 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
Read articleDiscover 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.
Read articlePDF data extraction involves converting the content of PDF documents into a format that can be easily manipulated and analyzed. This process is essential for businesses that require quick access to specific information contained within large volumes of documents.
Read articleDiscover 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.
Read articleDiscover 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.
Read articleExplore 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!
Read articleHow is AI affecting financial services in 2024?
Read articleDiscover 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.
Read articleEasily 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.
Read articleOnline check verification plays a pivotal role in the contemporary digital landscape, providing a secure and effective method to authenticate essential information before approving checks.
Read articleLearn 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!
Read articleStreamline document collection for financial services with Under.io’s secure online forms. Collect file uploads, e-signatures, and map data to PDF applications seamlessly. Simplify workflows, enhance security, and eliminate email back-and-forth with world-class form templates designed for financial institutions
Read articleEasily 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!
Read articleDiscover the essential steps to create an effective contact form that enhances user experience and boosts engagement. Start building meaningful connections today!
Read articleHow do you create and validate inbound leads from your website?
Read articleDiscover the best free online HTML form builders and generators. Create custom forms effortlessly and enhance user engagement on your website. Start building today!
Read articleIn the digital age, security is paramount. One key aspect of this is the concept of verified identification. Verified ID plays a crucial role in safeguarding personal and professional environments.
Read articleDiscover the best PDF creation tools for financial services companies in this episode of the Under.io Podcast. Learn how these tools improve workflows, ensure compliance, and streamline document management.
Read articleDiscover the best fillable PDF creator tools in our comprehensive review. From free options to advanced features like e-signatures, find the perfect solution to easily create and manage your PDF forms today.
Read articleUnlock the power of digital agreements! Discover what an electronic signature means, explore its various types, and learn how it can simplify your signing process. Embrace the future of signing today!
Read articleShould you use Under or your CRM to collect customer data? Well, that depends
Read articleDiscover 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 digital signature provider to meet your organization's needs while safeguarding sensitive data and facilitating seamless integration with existing systems.
Read articleExplore the leading digital signature providers transforming how businesses handle contracts and documents. In this episode of the Under.io podcast, we discuss the top platforms, their features, and how they can streamline your workflow.
Read articleForms 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.
Read articlePanda Docs and Under are two popular tools for collecting data. Which one is for you?
Read articleEmpower your sales team with custom users, permissions, branding, and applications
Read articleUnder and Panda Docs are two common onboarding tools, what are the differences?
Read articleOptimize your onboarding workflow with Under.io's customizable email notification settings. Stay informed, streamline communication, and keep your team aligned with flexible, event-based alerts tailored to your business needs.
Read articleEasily embed customizable onboarding forms on your website with Under.io. Capture information seamlessly, enhance user experience, and simplify data collection with embedded forms that fit right into your workflow.
Read articleGive your sales team and 1099s the tools they need to close more deals
Read articleSpeed up your onboarding process by prefilling customer data and sending it directly through Under.io. Improve accuracy, streamline workflows, and deliver a seamless experience to your customers with this powerful tool.
Read articleFirst Data, now part of Fiserv, is a leading provider of financial technology solutions, specializing in payment processing and digital banking services. It serves financial institutions and businesses worldwide, enhancing their transaction capabilities in the global commerce space.
Read articleAn NDA form, or non-disclosure agreement, is a crucial legal document used in business to protect confidential information from unauthorized disclosure. These agreements specify the sensitive information to be protected, the obligations of the parties involved, and the remedies for any breaches.
Read articleGrab your Fillable W9 form from Under.io. Understanding the W-9 tax form is crucial for individuals involved in freelance work, consulting, or managing a business.
Read articleFillable PDFs and automated PDFs have emerged as indispensable tools for optimizing data collection and improving user experience. This article provides an exploration of fillable PDFs, outlining their advantages and detailing the process for creating, preparing forms, and managing them effectively.
Read articleA digital signature is a cryptographic mechanism that provides a secure way to verify the authenticity and integrity of a digital message or document. Unlike traditional signatures, digital signatures use asymmetric cryptography to create a unique identifier, which ensures the signer’s identity and
Read articleGoogle Forms is a versatile online form builder that streamlines the process of gathering information, whether for surveys, event registrations, or feedback collection. With its intuitive interface, it serves as an ideal solution for both personal use and professional engagements.
Read articleIn today's rapidly evolving digital landscape, online forms equipped with underwriting tools are significantly transforming the way businesses assess risk and make informed decisions.
Read articleDiscover how integrating Multi-Factor Authentication (MFA) into forms strengthens security, reduces fraud, and boosts compliance, ensuring safer transactions and onboarding.
Read articleMerchant Category Codes (MCC) are four-digit numbers used by payment card networks to classify businesses based on the products or services they offer and determine the fees associated with processing payments
Read articleExplore the behind-the-scenes of our under commercial, demonstrating the intricate and time-consuming process of financial service account opening. Discover the challenges and solutions in financial account opening.
Read articleIn today's digital landscape, ensuring secure and efficient transactions is essential. Plaid Banking Validation enhances both user experience and data integrity for forms. Integrating this service with platforms like DocuSign provides an added layer of efficiency.
Read articleJoin industry leaders in this insightful AI panel as they discuss the future of artificial intelligence in SaaS and FinTech. Learn about the latest AI trends, real-world applications, and how companies are leveraging AI to drive innovation, efficiency, and growth. Perfect for business leaders, developers, and tech enthusiasts looking to stay ahead in the rapidly evolving AI landscape.
Read articleIn this video, we spotlight B2B Soft and how they’ve successfully leveraged Under.io to streamline their customer onboarding process. Learn how B2B Soft’s Vinny shares the challenges they faced and why they chose Under.io to help onboard clients efficiently. Perfect for SaaS companies looking for real-world examples of improving customer experiences with innovative tech solutions.
Read articleIn this Customer Spotlight, NockPay explains how Under.io revolutionized their customer onboarding experience. Learn about the challenges NockPay faced, why they chose Under.io, and the results they’ve seen in onboarding efficiency and customer satisfaction. A valuable watch for SaaS and FinTech companies aiming to enhance their onboarding processes.
Read articleInbound marketing is an effective sales channel for sellig online in 2024. But where do you start?
Read articleIn this Customer Spotlight, OneSwipe shares how Under.io helped them simplify their customer onboarding process. Discover the key challenges they faced, how Under.io’s solution fit their needs, and the measurable improvements in onboarding efficiency. Ideal for FinTech and SaaS companies looking for proven strategies to streamline operations and drive growth.
Read articleDiscover how Under.io is accelerating the sales cycle for Payline with streamlined onboarding solutions. This post explores the challenges Payline faced, the innovative strategies implemented, and the measurable results achieved. Learn how enhanced efficiency can drive growth and improve customer experiences in the payment processing industry.
Read articleIn this Customer Spotlight, Secure Payment Solutions reveals how Under.io transformed their customer onboarding process. Watch as they share the challenges they overcame, the reasons they chose Under.io, and the impact it’s had on their business. A must-watch for FinTech companies seeking real-world examples of streamlining operations and enhancing customer experiences.
Read articleUnder.io expands opportunities for SMBs with enhanced onboarding solutions, making it easier for small businesses to scale efficiently. Learn how these new features can help SMBs streamline customer onboarding, reduce friction, and drive growth. Discover the latest innovations that empower SMBs to succeed in a competitive market.
Read articleEver heard of electronic signatures, or as we like to call them, e-signatures? They're a digital version of your signature that shows you're on board with what's in a document or agreement. More and more small businesses and industries like healthcare are jumping on the e-signature bandwagon.
Read articleUnder.io will be attending the Western States Acquirers Association (WSAA) 2024 event in Las Vegas next week! As one of the premier events in the payments industry, WSAA offers a unique opportunity to connect, learn, and showcase innovative solutions alongside some of
Read articleIn our latest installment of the Customer Spotlight Series, we had the pleasure of sitting down with Vinny from B2B Soft, a leading provider of innovative retail management solutions for wireless and electronics dealers.
Read articleEditing PDFs is key for opening accounts online. You need a PDF mapping tool to be able to fill out and edit PDFs, that is what Under.io does.
Read articleFake number verification is the process of verifying the authenticity of a phone number through online methods or third-party services. It is commonly used to ensure that the provided phone number is valid and belongs to the user claiming it.
Read articleJeff Shea spoke at the Midwest Acquirers Association in Chicago on the AI Panel.
Read articleIn the fast-paced world of digital payments, understanding the tools at your disposal is essential for managing merchant relationships effectively. This article explores NMI Login, a crucial gateway for accessing Merchant Relationship Management (MRM) features that streamline transaction management.
Read articleUnder.io is an alternative to DocuSign. It offers a solution to improve the onboarding time and give time back to sales teams.
Read articleThis article explores what an invoice template is, its benefits, and the various types available. Whether you need a basic layout or a PDF format, we will guide you through customizing your template and highlight online payment options to help you get paid faster.
Read articleThe shift from in-person banking to online financial services has been happening for a while. Customers with increasingly busy lives continue to look for ways to lighten their workloads and simplify their lives, enter Digital Account Opening.
Read articleIn payments, customer onboarding tools are pivotal for ensuring seamless, secure, and efficient client experiences. Under.io has been making significant strides in this space, and we recently had the pleasure of sitting down with Zoey from Secure Payment Solutions to discuss why.
Read articleUnder.io now integrates with major CRMs including HubSpot, SalesForce, and many more!
Read articleThis article delves into an examination of the overview and services provided by Elavon, outlining the advantages of utilizing their services for both businesses and customers. The content also includes details on the sign-up process for their services, their fees and pricing structure, and more.
Read articleISVs are independent software vendors that provide innovative solutions to businesses and consumers. Partnering with ISVs offers numerous benefits and can help businesses gain a competitive advantage.
Read articlePayments agents work in a complicated payment system with many inherent risks and challenges. From technology to qualified leads, agents are constantly forced to adapt and overcome these challenges.
Read articleMore and more businesses are turning to online form builders to create forms and applications to assist with onboarding. This trend includes financial service companies, and while online forms are helpful, they need additional features or integrations to meet the underwriting challenge. Financial se
Read articleFinancial services underwriting is often complex for customers and financial service companies. Fortunately, AI and automation make it easier to speed up this process. Understanding what tools are available and how they can help is essential.
Read articleIn the contemporary digital landscape, online payment forms are integral to the operations of the financial services sector. It is imperative for businesses operating in this industry to prioritize aspects such as supporting diverse payment gateways, maintaining stringent data security measures, etc
Read articleForm builders are an incredible asset for any company. They provide great value and features that make them essential to modern business. However, it is just as important to choose the form builder that best fits the needs of your industry and business.
Read articleOnline forms are a fantastic tool; many quality form builders are available. However, financial service providers have unique requirements that many form builders may be unable to meet.
Read articleAre you seeking a more efficient method for generating payment documents for your business transactions? Payment processing templates present a potential solution to address this need. This article will delineate the advantages of utilizing payment processing templates, provide guidance on selecting
Read articleIn today's digital age, the need for efficient and user-friendly tools to edit PDF files online has become more crucial than ever. Online PDF editors offer a convenient solution for individuals and businesses alike
Read articleAre you looking for the best online form builders for your small business website? Form builders have exploded in popularity because they are easy to use for anyone, so small business owners can build their own websites without paying a developer.
Read articleA Signature Generator is an online tool that allows users to create professional and customizable email signatures for both business and personal purposes. This complimentary digital tool offers a range of template options to craft personalized signatures that elevate the overall visual appeal of em
Read articleThis article explores the advantages of using a PDF editor, which include ease of editing, conversion, collaboration, and security. It also delves into various types of PDF editors, their features, and provides guidance on selecting the appropriate PDF editor based on specific criteria.
Read articleUnder.io is a popular alternative to DocuSign. This article goes through the features, pros, cons, and pricing of both popular platforms.
Read articleMulti-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.
Read articleHave 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.This article delves
Read articleIf 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.
Read articleVarious types of wealth management technology are discussed, such as robo-advisors, digital platforms, AI tools, and blockchain. Key features, like portfolio management, financial planning, risk assessment, and client communication, are also examined.
Read articleCustomer 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.
Read articleAre 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.
Read articleVendors 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.
Read articleThis 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.
Read articleHave 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.
Read articleIn 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.
Read articleFinancial 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.
Read articleCustomer 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.
Read articleBrokers 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.
Read articleCombining 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.
Read articleAre 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.
Read articleBuilding an online presence is challenging for many businesses. Marketing requires significant investment, but it is essential that you do not ignore security, as fraud has become more prevalent. You must have the right tools to help your sales while maintaining the highest levels of security.
Read articleClient onboarding in financial services is a crucial process that sets the tone for a successful relationship between a client and a financial institution.
Read articleElectronic signatures provide incredible benefits for businesses in a wide variety of industries. They allow companies to collect legally binding signatures digitally and provide a smoother experience for everyone involved.
Read articleCreating online forms is an often daunting and unavoidable challenge for many businesses. With Jotform, users can create a variety of forms utilizing various templates, allowing for a more seamless experience.
Read articleAre you considering upgrading your Jotform account but not sure where to start? In this article, we will explore the features of Jotform, the benefits of upgrading, the different plans available, and how to upgrade your account.
Read articleLooking for an alternative to Jotform for your online form-building needs? We explore the top competitors to Jotform, including Wufoo, Typeform, Google Forms, Under.io, and more.
Read articleKYC 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.
Read articleDigital 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,
Read articleIn today's fast-paced digital world, the process of onboarding customers seamlessly and efficiently has become crucial for businesses across various industries.
Read articleKYB, 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.
Read articleWelcome 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.
Read articleIn 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.
Read articleAt 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.
Read articleLearn 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.
Read articleCurious 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. We've got you covered from the benefits of having an EIN to the different ways to apply for one.
Read articlePlaid is an incredible tool within fintech with a ton of practical applications. There are many aspects of financial services that Plaid is excellent for.
Read articleWe 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.
Read articleMachine 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.
Read articleDo 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.
Read articleHave 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.
Read articleStripe, 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.
Read articleLooking 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.
Read articleCustomer 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.
Read articleUnderwriting 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.
Read articleKYC 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.
Read articleIn 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.
Read articleUnderwriting 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.
Read articleLexisNexis 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.
Read articleWhat 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.
Read articleThe 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.
Read articleA 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.
Read articleElectronic signatures, commonly known as eSign, have revolutionized the way individuals and businesses sign and exchange documents in today's digital age. This comprehensive guide aims to demystify the process of adding electronic signatures to PDFs. We'll delve into the significance of eSign, speci
Read articleIn today's digital age, the concept of signatures has evolved beyond the traditional pen and paper. Adding a signature to a document is important. It shows that the document is genuine and that the person agrees with its contents.
Read articleThe traditional pen-and-paper method of signing documents is increasingly being replaced by electronic signatures. Businesses and individuals are embracing the convenience and efficiency of collecting signatures electronically.
Read articleHi everybody, this video is to help with your account setup process. So once you've decided to move forward with us, your agreements are completed, we're going to go ahead and create an account.
Read articlePlaid 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.
Read articleI this video, we want to make sure you know where to find help and where your resources are.
Read articleIn today's video we're going to cover our verification suite. This is a great tool for sales offices that need to pre-qualify customer data or liability-bearing clients that need to fully underwrite.
Read articleProtecting 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.
Read articleIn order to resolve errors that are flagged on an application the best practice is to quickly check the notification center at the top right hand side of your application, which allows you to view the history of actions on your app by all, by errors, or by actions.
Read articleIn order to add conditional logic to an entire section in your application editor, you can select the option button in any of these sections on the far top right hand side of a section. In this example right here, I'm going to hide this entire section or show this entire section if, uhm, the custome
Read articleIn order to request supporting documents only, uhm, in the instance where a customer selects a certain option, Thank you for your attention. As a part of the application, you are able to add conditional logic to any supporting document.
Read articleIn the application editor, you have the ability to add or remove rows and columns to a section or page in your merchant application.
Read articleIn order to update your company logo, which will affect all users in your under account, you can go to your initials in the bottom left hand side, clicking settings going to profile, Then company details, and then you'll be able to update or add a logo if you don't already have it.
Read articleIn order to add the plaid integration to a single application, you can go to the integrations tab in the application editor, then toggle plaid on. This automatically adds the plaid integration to your application.
Read articleIn order to add a supporting document to an application, or to request supporting documents from a customer at the end of their application when they're going through your custom app, at the very bottom of every application, there is a section that is unique to supporting documents.
Read articleWhen organizing your application, it's important to keep in mind the section titles or categories of each section in your application because this will come into play in the customer record in order to manage.
Read articleIf you'd like to delete fields or sections on an application, you can easily select which section or field you would like to remove, select a field, individually click the trash can for each one.0:14 Each field that you would want to remove, or if you'd like to scrap the entire section, you can clic
Read articleIn order to enable multi-signer on an application, you will first have to toggle enable multi-signer on in your application editor. And then follow a few additional steps from your mapped PDF to your application.
Read articleIn order to add conditional logic to a field in your application so that a field will show or hide based on the selection of a previous field, you can select the field that you want to add conditional logic on so that in this example I'm going to add conditional logic to the tax ID field to hide whe
Read articleIn the application editor, you have the ability to easily move fields or sections around on your application to change the organization.
Read articleAgreement 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 onboard
Read articleAre 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 sim
Read articlePayment 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-comme
Read articleWealth 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.
Read articleDigital 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.
Read articleEnhance 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 altern
Read articleAre 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 s
Read articleOnline 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.
Read articleA 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.
Read articleA 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.
Read articleTired 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.
Read articleWebsite 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.
Read articleIf 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.
Read articleWelcome 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.
Read articleElectronic 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
Read articleAre 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
Read articleAre 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 fo
Read articleElectronic 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
Read articleAre 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.
Read articlePayment processing software plays a crucial role in today's digital economy, enabling businesses to securely and efficiently handle financial transactions.
Read articleUnderwriting 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.
Read articleDigital 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.
Read articleWSAA - Manage Customer Records
Read articleThanks for stopping by our booth at WSAA!
Read articleAutomated 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.
Read articleApplying for any financial account online can be a frustrating process. Generally, getting this done requires a lot of paperwork and back and forth. The ability to customize these wealth management applications has become more important than ever.
Read articleCreate online applications to collect customer data online.
Read articleAutomate your underwriting with our KYC, KYB, bank, and credit checks.
Read articleNo 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 quickl
Read articleThe 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.
Read articleDiscover the ultimate solution for seamless financial service digital onboarding. Streamline your processes and enhance customer satisfaction with our top-rated tool. Watch the product overview video now to see why we're the best in the market. Boost efficiency, reduce costs, and revolutionize your
Read articleTraditionally, signatures on important documents have been done with pen and paper. This has changed over time with more tools available.
Read articleMaking financial form completion easier and more efficient involves streamlining the process to save time and improve accuracy.
Read articleIndependent 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.
Read articlePlaid 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
Read articleDiscover how PDF mapping can streamline your onboarding process. Learn how Under.io's PDF mapping tools help automate data extraction and enhance efficiency for businesses.
Read articleCredit card transactions have become the norm of doing business. Likewise, credit card fraud has become more common too. Ensuring payment compliance is critical to ensure that companies and financial institutions are safe from credit card fraud and data breaches.
Read articleDiscover 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!
Read articlePayment 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.
Read articleIdentity verification plays a crucial role in today's digital landscape, ensuring secure and trustworthy transactions.
Read articleDespite 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.
Read articleAre 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.
Read articleOnline forms have become an essential tool for gathering information in the digital era. These allow individuals to input their data online.
Read articleA merchant agreement is a contract between a business selling goods and services and the company processing credit transactions.
Read articleOnline Identity Verification is important for ensuring the security of online transactions and protecting against identity theft and fraud.
Read articleThe Under platform makes it easy to convert documents into PDFs, saving time and energy.
Read articleDiscover 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.
Read articleDiscover 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!
Read articleDiscover the seamless integration of our application links with HubSpot marketing emails and elevate your branding with our customizable iframe. Streamline your email marketing efforts and create a cohesive brand experience effortlessly.
Read articleElevate your email signature with application links effortlessly. Learn how to include a direct application link or pre-application link in your email signature to streamline the recruitment process and enhance your professional image.
Read articleIn this video we're going to go over our teams view options as well as settings for user permissions. For companies that have different sales teams or companies that get access to your account, this is a great way to group them so that you can segment users.
Read articleHigh 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.
Read articleThe 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.
Read articlePayline 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.
Read articleAs 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.
Read articleShould 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.
Read articleOne 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.
Read articleCostly 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.
Read articleTechnology 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.
Read articleFinancial exclusion is a daunting challenge that impacts many across the globe. The critical relationship between fintech and financial inclusion must be considered when taking on this challenge.
Read articleEmbedded 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.
Read articleMaking an effective online form is a handy tool for various companies. Online forms provide a fantastic opportunity for companies to collect high-quality data to improve their business operations. There are multiple tricks to optimize your online forms.
Read articleElectronic 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.
Read articleEmerging economies and financial inclusion have a very unique and critical relationship. Financial inclusion enables development and provides tremendous opportunities for people around the world.
Read articleDigital 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!
Read articleBank 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.
Read articleThe 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.
Read articleHey team, in today's video I want to show you how easy it is to collect supporting documents, additional underwriting documents, post acquisition documents, whatever the case may be. So in the application editor we call
Read articleHey everybody, for those at MWA this week was great being with you. Thanks for stopping by our booth and giving us some feedback. You know one of the things we overlooks from time to time as much as we focus on digital a
Read articleFinancial services for rural communities are often underappreciated but are incredibly essential to the world. Much of the world's population still lives in rural areas, and financial institutions often overlook them. Th
Read articleThe invention of blockchain technology is one of the most significant innovations in the past several years. It is poised to change industries worldwide, including the banking industry. With blockchain's ability to condu
Read articleFinancial inclusion is a unique and complicated problem to solve. But the benefits of achieving financial inclusion are immense as millions of households across the country will have access to financial services that are
Read articleWorking to modernize international payments is essential as cross-border payments are more common than ever. However, numerous hurdles reduce the efficiency of these payments. With the increased demand for faster interna
Read articleThe payment space has changed dramatically in recent years. Unsurprisingly various factors play a critical role in how payments will evolve in the next five years. Understanding these factors is essential to making the m
Read articleHey team, in today's video I want to show you how easy it is to collect supporting documents, additional underwriting documents, post acquisition documents, whatever the case may be. So in the application editor we call
Read articleHey guys, in today's video, I'm going to show you how you can embed a digital application on your website in less than five minutes. How come I'm going to even try for three minutes? So this is Treati.io. They utilize ou
Read articleWith gas prices sky-high, selling online is looking more appealing than ever. Wouldn’t it be great to ditch the cold calling, door knocking, and driving to attend meetings with brokers and sales agents? It would be nice
Read articleWorking to achieve the vast benefits of financial inclusion is central to the efforts of financial institutions and financial service companies worldwide. Financial inclusion has incredible benefits globally and national
Read articleIn the last decade, independent sales organizations (ISOs) have led the industry with new merchant acquisition. This is because merchants were able to get personalized service, lower pricing, and a myriad of options as o
Read articleMaking inclusive loans possible for people all over the world is essential. Fortunately, innovations have made it easier for inclusive loans to be offered to more people than ever before. However, this must happen despit
Read articleHey everyone, in today's video we're going to discuss document management. There's a couple of use cases for this but the first one's going to be document management within the customer record. So this is where you have
Read articleMerchant acquisition is an essential part of the payment space. It's the beginning of the relationship between merchants and payment providers. There are many challenges that payment providers need to address to succeed
Read articleMulti-signer workflow
Read articlePayment Facilitators play a unique and vital role in the payment space. They enable merchants to quickly begin processing payments without going through a longer onboarding process and can be easily added to an existing
Read articleHey everybody, in this video we are going to go over the pdf mapping function. So I'm going to come in here and click add new pdf, It's going to be a maverick. Okay. I'm going to grab it from my computer and create pdf.
Read articleWhile digital banking with large banks has become much more common, it is clear that community banks competing is still a reality in modern banking. Despite their difficulty implementing new technologies, community banks
Read articleProgress has been made recently in combating harmful underbanking, but millions across the US still suffer. It is essential to understand the barriers to banking that block these people from being financially included an
Read articleRemittances are straightforward but play one of the most critical roles in the modern economy. With remittances, workers send life-changing funds back to their relatives and communities worldwide. These funds have become
Read articleHey everyone, in today's video I'm going to show you how you can empower your ISVs (Independent Software Vendors) to send you more merchants. So in a traditional sense the workflow might be just sending an application on
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