Intelligent forms integrated with your CRM
Add your logo, update pricing, Â embed, and share a template within minutes.
Conditional logic to help you minimize the number of questions. Map data to multiple PDFs with 1 click.
All underwriting integrations can be run from the Customer Record within the Under platform.
Say goodbye to manual processes like filling out .PDFs
Branded Digital Applications
Unlimited eSignatures
Signer Attachments
Document Mapping
Identify your best customers and weed out fraud with identity verifications
Everything from Essentials +
KYC
KYB
Bank Verifications
CRMÂ Integrations
Best for organizations with more than 20+ users
Everything from Professional +
Teams
Credit Underwriting
Export Data
Beta Features
Say goodbye to manual processes like filling out .PDFs
Branded Digital Applications
Unlimited eSignatures
Signer Attachments
Document Mapping
Identify your best customers and weed out fraud with identity verifications
Everything from Essentials +
KYC
KYB
Bank Verifications*
CRMÂ Integrations
Best for organizations with more than 20+ users
Everything from Professional +
Teams
Credit Underwriting
Export Data
Beta Features
No, use them right out of the box with Under and save without having to agree to minimum terms with each provider.
Each vendor we offer has a different cost. We integrate with MidDesk, Plaid, Ekata, Iovation, IDology, and IDAnalytics to help you underwrite your customers. Connect with us to learn more.
We have a dedicated customer success team that will help you in your first few weeks. You will have a kick-off call to go through your process and as many onboarding calls as you need as you roll it out to your team(s). We also offer the ability to open tickets directly from your account for us to assist.
Feel free to get started with us on a 14-day trial anytime and when you are ready, our Essentials and Professional plans do not have a contract.
With our low per-user pricing, we are a great tool for outside agents. Start with us on a 14-day trial to see the value, and then pay as low as $49/month to give your customers the best digital experience.
If you are a wholesale ISO, PaFac, Sponsoring Bank, or Processor, Under can help you automate pre-qualification and underwriting. Automate (KYC, KYB, Credit, Location, MFA, and more) and leverage our decision engine to guide your team to make better decisions.
Absolutely, give your customers the ability to sign up once and populate all of your forms (MPA, Purchase Agreement, Gateway Form, and more). You can also move data across applications and send for signature with a single click.
Yes, drop your DocuSign account and leverage our integrated eSignature tool. There is no fee for signatures and envelopes.
We integrate with over 20 CRMs including SalesForce, HubSpot, IRIS, and more. Connect with us to confirm yours is one!
There is no limit, upload any forms you have (even outside of payments) and we’ll help you build a digital journey.
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