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Under.io
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Under.io
By Under.io
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4.9 out of 5 stars
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Under.io Reviews & Product Details - Page 2

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Under.io Overview

Editedit
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
Discussions
Under.io Community
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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:
Andy Roth

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...
Read more
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 ...
Read more
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...
Read more

Under.io Pricing

Starter
Starting at $49.00
1 Users Per Month
Professional
Starting at $149.00
5 Users Per Month
Enterprise Plan
Contact Us
Per Month
See all 3 Under.io pricing levels
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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

12 Under.io Reviews

4.9 out of 5
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4.9 out of 5
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4.9 out of 5
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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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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.

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

It is a single-use platform for all the accounts we currently underwrite on a daily basis. It has a professional sleek look that answers all the questions for our KYC/KYB needs. The Support team is always there to assist with help. The UI is so incredibly easy to use and train your employees on. Review collected by and hosted on G2.com.

What do you dislike about Under.io?

Nothing they are incredible to work with. Review collected by and hosted on G2.com.

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

It is solving all the issues that stop us from winning a deal. They help get the lead across the finish line with the ease of use the platform has for our customers. Review collected by and hosted on G2.com.

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Pros and Cons Details
Under.io