Under

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
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- Industry: Financial Services
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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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.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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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.
- Industry: Internet
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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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.
- Industry: Banking
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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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.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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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
JotformReasons for Choosing Under
Cost and ID validation tools were available and easy to use in UnderSwitched From
DocusignReasons for Switching to Under
No underwriting tools in Jotform so we decided to do everything in 1Under FAQs
Below are some frequently asked questions for Under.Q. What type of pricing plans does Under offer?
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
Q. Who are the typical users of Under?
Under has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Under support?
Under supports the following languages:
English
Q. Does Under support mobile devices?
Under supports the following devices:
Q. What other apps does Under integrate with?
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
Q. What level of support does Under offer?
Under offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
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