Automate Sales and Underwriting
Go Digital
Integrate Instantly
Directly Integrated
Digital Applications Across All Industries
SalesForce
Wells Fargo
LendingClub
Stripe
StateFarm
HubSpot
BlueCross
Global
Wells

How It Works

Upload PDFs

The Under software will pull the required fields from your PDFs and create an easy-to-complete digital application.

Email or Embed

Email or embed the digital application while allowing electronic signature, signer attachments, banking verification and more.

Choose Your endpoints

Under will integrate the data and documents directly into your bank, CRM, insurer or endpoint of your choice.

Create a Seamless Experience

Get Started Today

Included
Monthly Platform
  • Template Credits
  • Application Credits
  • Integration Credits
  • Underwriting Credits
  • Account Opening Services KYC, KYB, Bank Validation, Document ID Verification, Cred Check, OFAC, Match
  • Extras eSignature, Ulimited Users, Premium Support
30 Day Trial
Free
  • 1
  • Included eSignature, Unlimited Users
Application
$299
  • 3
  • 100
  • Included eSignature, Unlimited Users
Integration
$899
  • 3
  • 100
  • 100 API Submissions
  • Included eSignature, Unlimited Users, Premium Support
Underwriting
$2,899
  • 5
  • 100
  • 100 API Submissions
  • 100 API Submissions
  • - Pass Thru
  • Included eSignature, Unlimited Users, Premium Support

Included in all accounts:

  • Unlimited Users & Agents
  • eSignature
  • Signer Attachments
  • Apps Hosted Online
  • Secure Data Storage
  • Data Transfer to Additional Apps

Additional Tools & Features Built to Your Specifications

Integrations
Just let us know where you would like your data & documents shipped.
  • Banks
  • Lenders
  • Insurers
  • Processors
  • CRMs
  • SQL and NoSQL Databases
Plugins
Just let us know what other information you would like to gather while your client is filling out the application.
  • Identity Verification
  • Banking Verification
  • Business Verification
  • Credit Score
  • Match List & OFAC

Our Partners

Stripe
WorldPay
Plaid
SMB Global
PayPal

FAQ

  • What is unique about Under's software?

    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.

     

     

     

     

     

     

     

  • Is the application mobile friendly?

    Yes, your agents & clients can fill out the application and sign electronically on a mobile and tablet device.

     

  • How do I set up a demo account?

    Click here to set up a free demo account

     

     

     

     

  • Can I send applications to multiple banks/processors?

    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.

     

  • Can I send partially completed applications?

    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.