Learn under.io fast!
Schedule a Demo
Spotlights
See Spotlights
Course
Vinny LaManna
B2B Soft removes 90% of the application process with the next franchise location
18.5
Minutes
Spotlight
Payline
Payline Data removed 22 minutes per application once they adopted Under.io
Spotlight
SMB Global
SMB Global removes copying/pasting by using Under.io to get customers set up for payment processing
Spotlight
Thomas Pierre Jr
NockPay
NockPay quickly verifies leads and lets the sales team know where to focus.
Spotlight
Faisal Tahir
OneSwipe
Faisal at OneSwipe discusses how he manages customer data and saves time with each customer
Spotlight
Zoey Bush
Secure Payment Solutions
Zoey Bush of Secure Payment Solutions discusses why they replaced DocuSign with Under.io
Spotlight
Vinny LaManna
B2B Soft
How B2B uses Under.io to onboard enterprise-level telecom companies
Courses
See All Courses
Course
Colin & Ryan from Under
AMA: Templates!
23.5
Minutes
Course
Colin D. @ Under
Getting Leads as a Payments ISO
Colin shares his expertise after running an ISO on how to get leads
Course
Colin & Ryan from Under
AMA: Templates!
Ryan and Colin show off a new feature- Templates. What are templates and why do they matter?
Course
Jeff Shea
AI Panel
Jeff Shea and others speak at a panel discussing how AI is impacting the payments industry
Course
Fighting Fraud in Inbound Marketing
NockPay and Under.io discuss fighting fraud with inbound leads
Blog
See Blog
Blog
Application Builder
Simplify Document Collection with Online Forms Featuring File Upload
Learn how to create a secure and branded document upload form with Under.io. Customize templates, embed forms on your website, and streamline client onboarding with ease!
Blog
Digital Account Opening
The Future of Identity Verification for Financial Service Account Opening
While platforms like Google Forms, Typeform, and Jotform offer basic capabilities, Under.io stands out with secure file uploads, e-signatures, and seamless PDF mapping tailored for financial institutions.
Blog
Digital Account Opening
W9 Form 2024
Easily complete your W9 form for 2024 online with our streamlined process. Save time and reduce errors while ensuring compliance. Start filling out your W9 today!