About Under

Under is an innovative no-code software platform that caters specifically to financial services firms aiming for seamless customer onboarding. The platform offers an intuitive online form builder that empowers sales teams and agents to craft and tailor forms and applications effortlessly. Additionally, Under includes integrated electronic signature capabilities and a PDF mapper feature to enable true digital account initiation.

Under is a comprehensive underwriting solution, allowing financial institutions to conduct essential validations such as KYC, KYB, bank, and credit checks—all consolidated within a unified interface. The platform goes beyond mere onboarding to provide a suite of front-end tools to expand customer bases and streamline approval processes by offering advanced back-end functionalities.

Leveraging Under, financial service companies can bring convergence of efficiency and efficacy to revolutionize the customer onboarding and underwriting process in the financial sector.


Key benefits of Under

Electronic Signature
PDF Mapper
Online Form Builder
Online Application Builder
Automated Underwriting
CRM Integrations


Images

Under Software - Our marketplace of popular applications and forms that are designed to be used in minutes
Under Software - All customer data instantly maps onto the PDF you mapped
Under Software - Run KYC, KYB, Credit, Bank, Location, Email, and Phone validations instantly.
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Under video
Under video
Under Software - Our marketplace of popular applications and forms that are designed to be used in minutes
Under Software - All customer data instantly maps onto the PDF you mapped
Under Software - Run KYC, KYB, Credit, Bank, Location, Email, and Phone validations instantly.

Not sure about Under? Compare with a popular alternative

Under

5 (6)
VS.
Highly reviewed

Starting Price

US$49.00
month
US$250.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

64
102

Integrations

11
6

Ease of Use

4.7 (6)
4.9 (12)

Value for Money

5.0 (6)
4.9 (12)

Customer Service

5.0 (6)
4.9 (12)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

Persona

4.9
#1 Alternative to Under
Persona helps businesses of all sizes easily and securely manage fully compliant KYC, AML, and identity verification...

Jotform

4.7
#2 Alternative to Under
Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any...

Docusign

4.7
#3 Alternative to Under
Docusign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device.

Formstack Forms

4.0
#4 Alternative to Under
Formstack Forms simplifies the data collection process allowing you to create beautiful online forms in seconds. Spin...

Reviews

Overall rating

5 /5
(6)
Value for Money
5/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support
5/5

Already have Under?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 6
Andy
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A modern embedded onboarding and underwriting application for financial services

Reviewed on 2024/10/29

I was really impressed with not only the Aestheics of the product and how modern it looks and...

I was really impressed with not only the Aestheics of the product and how modern it looks and feels, but then the team's patience during the onboarding process to teach us the best practices.

Pros

In the financial services space, an application is multi step with a ton of data. Under allowed us to customize and embed our application with drag and drop fields, decreasing the number or repetitive information we need across multiple documents, and increasing the completion % of appilcations.

Cons

There's a bit of a learning curb to understand how the system interacts from the online form builder, to PDF Mapping, and adding features like conditional logic.

Dragos
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome product overall!

Reviewed on 2024/11/08

Awesome product overall, was great to kick us off.

Awesome product overall, was great to kick us off.

Pros

Under.io has made things so much easier for us with digital forms. The form builder is simple to use and it maps straight to PDF.

We can also grab the electronic signatures straight away without all the back and forth which saves us a bunch of time. Digital onboarding made getting new people on board way less of a hassle too.

Cons

We couldn't find an issue with the product so far.

Megan
Overall rating
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great Customer Service / Easy to Use

Reviewed on 2024/04/16

Pros

The overall platform has been super easy to use. Our account managers are exceptionally happy with the ease of Under. Applications are easy to generate (once mapped), and the ability to run KYCs and Plaid bank validation has been extremely helpful in our industry.
The customer service has been great any time we have reached out with questions. They respond in a timely manner - and have been able to help resolve problems.

Cons

Mapping PDFs was a little bit of a learning curve with the applications.

Olga
Overall rating
  • Industry: Banking
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Application and Complience

Reviewed on 2025/01/30

Under.io team is highly responsive and adaptable.

Under.io team is highly responsive and adaptable.

Pros

Modern, efficient, and user-friendly onboarding solution. Easy to use, it allows the creation of custom forms. I like the ability to map from data directly to PDF and upload supporting documents to each customer profile.

Cons

Occasional difficulties experienced by the end clients, e.g., the link does not work.

Colin
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Under Helps us board payments accounts faster

Reviewed on 2025/02/11

It has been positive. We enjoy their support team in addition to the self-help resources.

It has been positive. We enjoy their support team in addition to the self-help resources.

Pros

Cost, experience with form builder, and easy to use PDF upload tool

Cons

It took our team time to map every single PDF we use. Their upload tool is good, it just takes time.

Alternatives Considered

Jotform

Reasons for Choosing Under

Cost and ID validation tools were available and easy to use in Under

Switched From

Docusign

Reasons for Switching to Under

No underwriting tools in Jotform so we decided to do everything in 1
Showing 5 reviews of 6 Read all reviews

Under FAQs

Below are some frequently asked questions for Under.

Under offers the following pricing plans:

  • Starting from: US$49.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Under has three pricing plans. Starter: Solo Operations and new businesses Professional: Small businesses, brokers, and ISOs Enterprise: Large Financial services companies

Under has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500

Under supports the following languages:

English

Under supports the following devices:

Under integrates with the following applications:

HubSpot CMS Hub, HubSpot CRM, HubSpot CRM Integration for Jira, HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot Service Hub, IRIS CRM & Billing, Pipedrive, Salesforce Starter, Zoho CRM, Zoho CRM Plus

Under offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for Under.