The Under software will pull the required fields from your PDFs and create an easy-to-complete digital application.
The Under software will pull the required fields from your PDFs and create an easy-to-complete digital application.
Email or embed the digital application while allowing electronic signature, signer attachments, banking verification and more.
Under will integrate the data and documents directly into your bank, CRM, insurer or endpoint of your choice.
Under has created software that removes fields on a PDF and places them on a digital application. For banks & processors that require the PDF we are able to map the data & electronic signature back onto the PDF after completion.
We have machine learning to help choose the correct processors, pricing, and supporting documents for quick approvals.
Direct integrations into your banks and CRMs help save you time while creating a delightful customer experience.
Yes, your agents & clients can fill out the application and sign electronically on a mobile and tablet device.
Yes, you can send applications to multiple banks/processors directly through Under’s APIs.
Your client will only need to complete one application. Data and documents from the initial application will be utilized to complete future applications. If the banks/processors require additional information the client will only need to complete those fields along with signing the new terms and conditions.
Yes, you can fill out some or all of the application for your client and then provide them the link for signature and supporting documents.