Pricing

Plans designed to fit any payments company
Start Free Trial

Essentials

Best for agents

I want a digital application that collects data, documents & e-signatures in one seamless process

$299

/month

5 Users

10 Users

Digital Application Creator

PDF Mapper

Customer Record

Get Started

$149

/month

5 Users

10 Users

Digital Application Creator

PDF Mapper

Customer Record

Get Started

Professional

Agents, Retail ISOs, ISVs

Easily organize multiple processors or ISOs + white label the merchant experience

$399

/month

5 Users

10 Users

Everything in Essentials +

White Label Capability

Copy Data Across Applications

Get Started

$199

/month

5 Users

10 Users

Everything in Essentials +

White Label Capability

Copy Data Across Applications

Get Started

Scale

Agents, Retail ISOs, ISVs

Share with all of your sales channels, identify your best customers & transfer data to your CRM

$999

/month

10 Users

20 Users

Everything in Professional +

CRM Integrations / Export

KYC, KYB

Get Started

$499

/month

10 Users

20 Users

Everything in Professional +

CRM Integrations / Export

KYC, KYB

Get Started

Enterprise

Liability ISO, PayFac, Processor

Efficiently manage distribution channels for underwriting organizations to make quicker, better decisions

Contact Sales

20+ Users

Everything in Scale +

Case Management

MATCH + Credit

Talk To Sales
Customers

Compare Plans

Start Free Trial
Features
Essentials
Pro
Scale
Enterprise
  1. Digital Application Creator
  2. Templates
  3. Customer Record
  4. Brand Package

    --

  5. PDF Mapper
  6. Copy Data

    --

  7. Teams

    --

    --

  8. Permissions

    --

    --

  9. Google Maps

    --

    --

  10. Twilio

    --

    --

  11. Plaid

    --

  12. KYC

    --

    --

  13. KYB

    --

    --

  14. Matercard Match

    --

    --

    --

  15. Documents

    --

    --

    --

  16. Credit

    --

    --

    --

  17. Case Management

    --

    --

    --

  18. CRM Integration

    --

    --

  19. Export JSON

    --

    --

40+ Compatible Processors
FiservPayrixWorldpayFIS MercuryTSYSTSYSFiservPayrixWorldpayFIS MercuryTSYSTSYS

Occurence Fees

Start Free Trial
Features
Essentials
Pro
Scale
Enterprise
  1. Case Management

    --

    --

    --

    Talk to Sales

  2. Identity Services Minimum

    --

    --

    --

    Varies

  3. KYC

    --

    --

    $4.76

    Varies

  4. KYB

    --

    --

    $12

    Varies

  5. Documents

    --

    --

    --

    Varies

  6. Plaid

    --

    $4

    $4

    Varies

  7. API Call

    --

    --

    $2

    Varies

Frequently Asked Questions

Still need answers?
Talk with an expert...
Pricing
Product
Integrations
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.

What is the onboarding process?

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.

Is there a contract or term length?

There is no contract or term length.

How does automated underwriting work?

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.

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 (even outside of payments) and we’ll help you build a digital journey.