under.io

Referral Partners

Here's our type of customer:

Company Size: 2-50 Full Time Employees

Titles:  C-Suite, Operations, Risk, Sales, Admin

Location: USA/Canada

Industry: Payments (Retail ISO, Wholesale ISO, ISV PayFac), Lending and Cash Advance, Wealth Management, Credit Card Issuing

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Referral Cheat Sheet

Download The
Referral Cheat Sheet

1

Connect Your Application's PDF (Optional)

Financial application, legal agreement, or purchase order? You can upload, map, and link your paperwork to any application.

2

Customize A Digital Application

From "contact us" forms to full merchant processor agreements, our templates have you covered.

3

Automate Decisions

Stop fraud at the door. We’ll show you how to identify the right customers and automate your underwriting process.

USE CASES

Explore Our Solutions

It’s easy. Just select a starting point and customize your customer journey so it fits with your brand.

Agents Sell More
With Under
Customers & agent both enjoy signup
Without Under
Deals get lost based on the segmented onboarding process
Manage Customer Data
With Under
Quickly view & modify data
Without Under
Have a complex system to know who's clients are who's and what data they've given
Customers Sign Online
With Under
Allow customers to apply & sign online
Without Under
Go through a multi step process to complete an agreement
Connect Documents
With Under
Map your application's PDF
Without Under
Send out unsecure forms via email and go back and forth
Verify Customers
With Under
Financial services companies trust Under to underwrite their customers. We run KYC, KYB, Credit checks, and bank validations in one platform
Without Under
Guess who are the good and the bad
Custom Online Forms
With Under
Build custom experiences in minutes
Without Under
Provide a clunky way for client's to provide information

referral Partner Program

Become A Partner Today

Agents Sell More
With Under
Customers & agent both enjoy signup
Without Under
Deals get lost based on the segmented onboarding process
Manage Customer Data
With Under
Quickly view & modify data
Without Under
Have a complex system to know who's clients are who's and what data they've given
Customers Sign Online
With Under
Allow customers to apply & sign online
Without Under
Go through a multi step process to complete an agreement
Connect Documents
With Under
Map your application's PDF
Without Under
Send out unsecure forms via email and go back and forth
Verify Customers
With Under
Financial services companies trust Under to underwrite their customers. We run KYC, KYB, Credit checks, and bank validations in one platform
Without Under
Guess who are the good and the bad
Custom Online Forms
With Under
Build custom experiences in minutes
Without Under
Provide a clunky way for client's to provide information