About Under

Experience Under, your go-to solution for seamless customer onboarding in finance. Craft tailored forms with ease, complete with electronic signatures for genuine digital setup. Dive deeper with KYC, KYB, and credit checks, all consolidated for swift processing. Boost clientele effortlessly with our intuitive interface and expedite approvals like never before.
Under Software - Run KYC, KYB, Phone, Location, Email, Bank, and Credit checks.
Under Software - Customer Data instantly gets mapped onto the PDF you mapped
Under Software - Our marketplace of popular forms and applications that are designed to be used in seconds
Under video
Under Software - Run KYC, KYB, Phone, Location, Email, Bank, and Credit checks. - thumbnail
Under Software - Customer Data instantly gets mapped onto the PDF you mapped - thumbnail
Under Software - Our marketplace of popular forms and applications that are designed to be used in seconds - thumbnail

Under pricing

Under does not have a free version but does offer a free trial. Under paid version starts at USD 149.00/month.

Starting Price:
USD 149.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Under

Under Reviews

Feature rating

Value for Money
5
Functionality
4.8
Ease of Use
4.5
Customer Support
5
4 reviews of 4
Andy
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 29/10/2024

A modern embedded onboarding and underwriting application for financial services

I was really impressed with not only the Aestheics of the product and how modern it looks and feels, but then the team's patience during the onboarding process to teach us the best practices.

Pros

In the financial services space, an application is multi step with a ton of data. Under allowed us to customize and embed our application with drag and drop fields, decreasing the number or repetitive information we need across multiple documents, and increasing the completion % of appilcations.

Cons

There's a bit of a learning curb to understand how the system interacts from the online form builder, to PDF Mapping, and adding features like conditional logic.

Dragos
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 08/11/2024

Awesome product overall!

Awesome product overall, was great to kick us off.

Pros

Under.io has made things so much easier for us with digital forms. The form builder is simple to use and it maps straight to PDF.

We can also grab the electronic signatures straight away without all the back and forth which saves us a bunch of time. Digital onboarding made getting new people on board way less of a hassle too.

Cons

We couldn't find an issue with the product so far.

Megan
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 16/04/2024

Great Customer Service / Easy to Use

Pros

The overall platform has been super easy to use. Our account managers are exceptionally happy with the ease of Under. Applications are easy to generate (once mapped), and the ability to run KYCs and Plaid bank validation has been extremely helpful in our industry.
The customer service has been great any time we have reached out with questions. They respond in a timely manner - and have been able to help resolve problems.

Cons

Mapping PDFs was a little bit of a learning curve with the applications.

Olga
  • Industry: Banking
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/01/2025

Application and Complience

Under.io team is highly responsive and adaptable.

Pros

Modern, efficient, and user-friendly onboarding solution. Easy to use, it allows the creation of custom forms. I like the ability to map from data directly to PDF and upload supporting documents to each customer profile.

Cons

Occasional difficulties experienced by the end clients, e.g., the link does not work.

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