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Under.io Reviews & Product Details

SB
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Under.io?

Ease if use and integrates with every processor. We found ourselves referring a significant number of ISOs we work with to Under do to their ability to onboard merchants at a fraction of the time it takes alternative solutions. Their level of service is also one of the best I've seen! Review collected by and hosted on G2.com.

What do you dislike about Under.io?

Can't say I dislike anything about the product! Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

Merchant onboarding can sometimes take weeks, under solves it within minimum. Review collected by and hosted on G2.com.

Under.io Overview

What is Under.io?

Under.io is a software platform that helps financial services companies upgrade how they onboard their customers. Our product includes an online application builder, online form builder, electronic signature, mass document collection, and full underwriting capabilities. Our underwriting tools include KYC, KYB, Bank, and credit checks—finally, a form builder loved by sales, operations, and underwriting teams.

Under.io Details
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Product Description

Under is a no-code software platform that helps financial services companies upgrade their onboarding capabilities with digital applications, identity verifications, and integrations.


Seller Details
Seller
Under.io
Year Founded
2019
HQ Location
Charlotte, NC
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®

Andy R.
AR
Overview Provided by:

Recent Under.io Reviews

SB
Sebastian B.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great onboarding solution"
Ease if use and integrates with every processor. We found ourselves referring a significant number of ISOs we work with to Under do to their abilit...
Steve M.
SM
Steve M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Awesome Product and Great Team!"
We use Under to submit deals to underwriting for various payment processors and for gathering leads from our different landing pages. Under makes ...
Dragos M.
DM
Dragos M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Awesome product overall!"
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 gr...
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Under.io Media

Under.io Demo - Application Editor
Application Editor view. Add conditional logic, brand your applications, make fields required or not, and more.
Under.io Demo - Templates Marketplace
Our marketplace is designed to help you build applications easily.
Under.io Demo - Customers Home Page
View application status and locate customers easily in Under.
Under.io Demo - KYC Response
Our platform shows this when you run a KYC (Know Your Customer Check). Confirm the address, SSN, email, etc from your customers. We also offer KYB (Know Your Business) checks.
Under.io Demo - Plaid Response
Instantly verify banking information through Plaid in Under. Also, gain access to 6 months of transaction data.
Under.io Demo - MFA Response
Run multi-factor authentication on your customers to verify their phone numbers instantly.
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Have you used Under.io before?
Yes

11 out of 12 Total Reviews for Under.io

4.9 out of 5
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11 out of 12 Total Reviews for Under.io
4.9 out of 5
11 out of 12 Total Reviews for Under.io
4.9 out of 5

Under.io Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Under.ioQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Andy R.
AR
Director of Sales
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Under.io?

An easy no code software that is truly plug and play. It makes our client's sign up process easy and less cumbersome. We have multiple documents that need to get completed at once. Their drag and drop functionality allows us to not only quick combine documents, but if we have one item, for example first and last name, that needs to be collected multiple times, we can collect it once, and have it populated however many times we need it. Additionally, we've used their calculation function to help with hardware orders for our clients, and conditional logic function to either hid or show more items depending upon the answers. The team is very knowledgeable and helpful throughout the set up process. Review collected by and hosted on G2.com.

What do you dislike about Under.io?

A bit of a learning curve, especially if you are not familiar with the KYC/KYB process Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

Prior to Under.io, we had a multi step sign up process with a lot of back and forth. Now that we've implemented Under.io, clients can sign up with little to no human interaction. We've reduced the number of fields to be collected from 183 to 76! Review collected by and hosted on G2.com.

Dragos M.
DM
CTO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Under.io?

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. Review collected by and hosted on G2.com.

What do you dislike about Under.io?

We didn't yet find anything to disliked about Under Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Steve M.
SM
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Under.io?

We use Under to submit deals to underwriting for various payment processors and for gathering leads from our different landing pages. Under makes is super easy to check the identity of the merchants we work with before we submit to underwriting and then with a simple click generate the correct application for us to submit. Really adaptable team that listens to us and our needs! Review collected by and hosted on G2.com.

What do you dislike about Under.io?

There has been nothing that we dislike so far! Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

Under makes is easier for us to submit deals to underwriting for various payment processors and for gathering leads from our different landing pages. Under makes is super easy to check the identity of the merchants we work with before we submit to underwriting. A number of leads come in that fraudulent and under has the tools to help us identify them. With a simple click we can generate pplications for us to submit. Review collected by and hosted on G2.com.

Vincent L.
VL
Director of Merchant Services and Operations
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Under.io?

Under.io helps me capture application data and signatures at an enterprise level.

It is easy to use, simple to implement and the team at Under is fantastic. Review collected by and hosted on G2.com.

What do you dislike about Under.io?

There is nothing I dislike about the system, my only request would be a direct integration with the processors to submit via their back ends instead of having to download the PDF's and reupload them. Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

Easy customer-facing data capture and simple templates. This reduces the time spent creating an application and the time to signature. Review collected by and hosted on G2.com.

John G.
JG
CEO & Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Under.io?

What we like most with Under is the ease of their application system. In the insurance world, most people struggle with the forms becuase of unneeded questions. Under removes all of that. Review collected by and hosted on G2.com.

What do you dislike about Under.io?

We don't like the fact that all of the insruance companies we work with (ovr 100) are not set up with them. They could streamline the insurance industry. Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

This helps us get back the necessary forms in a quick manner. When going through a health insurance enrollment process, many people take their time. With Under, it speeds up the process. Review collected by and hosted on G2.com.

JS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Under.io?

The Under team is extrememly responsive and willing to help. The platform is intuitive and easy to use, easy to create new applications in minutes. I appreciate that the Under team really understands our use cases and they regularly add new features to their roadmap as a result of listening ot my needs.My operations team finds the Under dashboard easy to use and manage. Review collected by and hosted on G2.com.

What do you dislike about Under.io?

I would like more customization ability such as app branding of colors and fonts. I also need api integration to migrate all the application data to my db. Under heard my needs and is working on these requests, just takes dev time. Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

We needed to streamline our credit card application and did not have the engineering resources to focus on that. Under filled that need quickly and easily. Partners love the ease of adding the iFrame to their marketplace. Our operations team finds it easy to organize and managing the applications from the Under dashboard. Review collected by and hosted on G2.com.

Zach D.
ZD
Director of Acquisitions
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Under.io?

The ability to preload and easily adjust the applications on the fly Review collected by and hosted on G2.com.

What do you dislike about Under.io?

Nothing at all. Team and I use the product regualrly Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

Digital on-boarding and easy online form builders that we can use as templates for the sales agents Review collected by and hosted on G2.com.

John M.
JM
VP Marketing
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Under.io?

Great servicde Andy always responsive handle all set up.

Easy set up

affordable

low risk to try.

great set up assistance. Review collected by and hosted on G2.com.

What do you dislike about Under.io?

Internally staff may not understand its power. Exective buy in tools for appro9val product great need tools fgor approval. Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

Full pre app sequence fully marketing quali8fied leads. Review collected by and hosted on G2.com.

Jeff S.
JS
Managing Member
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Under.io?

It used to take 1-2 days to submit applications, now many are automatic.

We run a small shop and have tools to help us compete and sign large ISVs Review collected by and hosted on G2.com.

What do you dislike about Under.io?

It took us a few days to figure out the details. Lots of options and features. Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

We needed a solution to sign up merchants on our website automatically. Additionally, we wanted a portal for our agents to create and send applications to their customers. Review collected by and hosted on G2.com.

Colin D.
CD
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Under.io?

It helps us easily create and customize our forms and applicaitons online. Each sales agent or outside agent gets their own applicaiton(s) Review collected by and hosted on G2.com.

What do you dislike about Under.io?

It took a few calls when we signed up to get up and running. Review collected by and hosted on G2.com.

What problems is Under.io solving and how is that benefiting you?

Helps our sales teams not lose deals by collecting all of the required data and documents at one time. It also helps us quickly verify the leads that come from the Internet as worth our time, or not. Review collected by and hosted on G2.com.