Under.io helps users quickly verify leads or fully underwrite your customers within our platform. The main benefit of verifying your leads is time. Your sales team swiftly knows which leads to focus on, your onboarding team doesn't waste time with the wrong application packages, and underwriters can easily weed out fraud to review more customers in a single day. We've broken down 4 major tools you have access to in this article.

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Phone Verification

Twilio - Lookup v2 and Auth are triggered automatically when the Twilio phone field is inserted into an end-user form. This is triggered when the end-user enters their phone number and hits next. Once they enter the 6 digit multi-factor authentication code the Lookup and Auth products send and receive data. Identity is triggered after the end-user submits their application OR the Under user manually presses the button to run Identity cross-referencing the end-user data. 

Required Fields for Lookup

• Personal Phone Number

Required Fields for Identity

• First Name
• Last Name
• Date of Birth
• Address
• Business Phone

Auth Requires the user to verify their phone number during the application process

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Mechanics

• If UC has Twilio on the first card, we will automatically run Twilio Auth
• After an EU Submits we will automatically run Verify to cross-reference
  • Name
  • Address
  • Date of Birth
• If EU doesn’t submit but we have the information some text
  • UC can hit Verify to cross-reference 
• UC will have an option to run Lookup on other phone numbers
  • Business
  • Customer Service

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