Identify your best customers

Focus on the right customers + increase approval rates by 30%

Identity Services
Product

How it works

Easily identify who to sell to

Use MFA to have your sales team focus on the right customers

Validate signer information

Use our KYC tool to confirm signer information is correct

Validate business information

Use our KYB tool to confirm business information is correct

Save Big by Simplifying Your Tool Stack

Software Pricing
$45
/mo
$49
/mo
$24
/mo
$99
/mo
$99
/mo
$499
/mo
$999
/mo
$500
/mo
Users
Old Price
New Price
Savings
Starter
1
$122
/mo
$49
/mo
Save $82
Enterprise
Custom
$5,198
/mo
Get in Touch
Save $5,000+
Which plan is right for me?

The professional plan is best for organizations that need a more streamlined way to collect, manage, and validate customer data. You can always start on the Starter plan and grow from there as well

Do I need to sign up with my own Identity Vendors?

No, use them right out of the box with Under and save without having to agree to minimum terms with each provider.

What are the costs of your KYC and KYB?

Each vendor we offer has a different cost. We integrate with MidDesk, Plaid, Ekata, Iovation, IDology, and IDAnalytics to help you underwrite your customers. Connect with us to learn more.

Is there a contract or term length?

There is no contract or term length.

Can I export customer records out of Under?

Yes. Either integrate us with your CRM or leverage our export API to move data where you need.

How does automated underwriting work?

Under can help you automate pre-qualification and underwriting. Automate (KYC, KYB, Credit, Location, MFA, and more) and leverage our decision engine to guide your team to make better decisions.

Can I populate multiple forms from a single application?

Absolutely, give your customers the ability to sign up once and populate all of your forms (MPA, Purchase Agreement, Gateway Form, and more). You can also move data across applications and send for signature with a single click.

Does Under include e-Signature?

Yes, drop your DocuSign account and leverage our integrated eSignature tool. There is no fee for signatures and envelopes.

Which CRMs do you integrate with?

We integrate with over 20 CRMs including SalesForce, HubSpot, IRIS, and more. Connect with us to confirm yours is one!

Which sponsor banks do you work with?

There is no limit, upload any forms you have and we’ll help you build a digital journey.