All the Tools in One Place
Centralize your eSignature, Form Builder, Customer Record, and Identity Verification in one platform to easily create workflows, digital applications, and more!
Identity Validations
Simplify identity verification with our built-in Plaid integration, enabling easy customer ID and banking info checks. Pay only when you use it—no setup fees, saving you thousands.
Customer Record
Under's platform has a built-in customer record, enabling seamless data reuse across agreements. Eliminate manual entry and save time with automated workflows.
Companies Save with Under.io
Feature
Cost/User
eSignature
eSignature Qty.
eSignature Additional Cost
Form Builder
Form Populates .PDF
Form Qty.
Form Additional Costs
Website Embed
Branding
Upload Documents
Customer Record
Statuses
Re-use Customer Data
.PDF Mapping
Handles Complex .PDF (MPAs)
Secure Forms With MFA
KYC
KYB
Bank Verification
Credit
CRM Integrations
Under.io
$49
user/month
Unlimited
$0
Unlimited
$0
Jotform
$39
user/month
$0
25
??
Companies Onboard with Under.io
Designed for Teams
Let sales focus on selling
- Easily grab templates and provide your sales team with specific onboarding links
Save time for your operations team
- Remove copy/paste, move data across PDFs, and gather documents with your links
A single place to validate data
- Underwriters need only a single login to validate your customers and make better decisions