Essentials
I want a digital application that collects data, documents & e-signatures in one seamless process
Professional
Easily organize multiple applications + PDFs and customize the customer experience
$399
5 Users
10 Users
Everything in Essentials +
White Label Capability
Copy Data Across Applications
$199
Everything in Essentials +
White Label Capability
Copy Data Across Applications
5 Users
Scale
Share with your sales channels, identify your best customers & move data out
Enterprise
Efficiently manage distribution channels for underwriting organizations to make quicker, better decisions
Compare Plans
Start Free Trial- Digital Application Creator
- Templates
- Customer Record
- Brand Package
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- PDF Mapper
- Copy Data
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- Teams
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- Permissions
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- Google Maps
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- Twilio
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- Plaid
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- KYC
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- KYB
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- Mastercard Match
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- Documents
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- Credit
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- Case Management
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- CRM Integration
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- Export to API
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Occurence Fees
Start Free Trial- Case Management
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Talk to Sales
- Identity Services Minimum
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Varies
- KYC
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$4.76
Varies
- KYB
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$12
Varies
- Documents
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Varies
- Plaid
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$4
$4
Varies
- API Call
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$2
Varies
Frequently Asked Questions
No, use them right out of the box with Under and save without having to agree to minimum terms with each provider.
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.
We have a dedicated customer success team that will help you in your first few weeks. You will have a kick-off call to go through your process and as many onboarding calls as you need as you roll it out to your team(s). We also offer the ability to open tickets directly from your account for us to assist.
There is no contract or term length.
If you are a wholesale ISO, PaFac, Sponsoring Bank, or Processor, 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.
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.
Yes, drop your DocuSign account and leverage our integrated eSignature tool. There is no fee for signatures and envelopes.
We integrate with over 20 CRMs including SalesForce, HubSpot, IRIS, and more. Connect with us to confirm yours is one!
There is no limit, upload any forms you have (even outside of payments) and we’ll help you build a digital journey.
