Automate your workflow
Universal Applications
Accessible Anywhere
Integrated Everywhere
Integrations
Processors & CRMs
FirstData

How It Works

Choose your processors

Choose your processing partners and Under will map each PDF and provide you with unlimited online forms.

Email or embed it on your website

Merchants can complete forms online, upload supporting documents, sign electronically, and provide banking history.

Finished applications go directly to your processors and CRM

Under will integrate the data and documents directly into your processors and CRM so you can stop keying in applications.

Remove PDFs and Integrate Directly

Pricing That Works For You

Get started today
Demo
Get comfortable with all of the products and features available
$ Free /
First 30 Days
Applications
Remove the need to utilize PDFs and email for supporting docs
$ 199 /month
+ $1 per application
Integrations
Directly integrate Data + Docs with your CRM and Processors
$ 399 /month
+ Integrations
Enterprise
> 500 MIDs Per Month
Wholesale ISOs
$ TBD /
Speak with Sales
Demo
Get comfortable with all of the products and features available
$ Free /
First 30 Days
Applications
Remove the need to utilize PDFs and email for supporting docs
$ 199 /month
+ $1 per application
Integrations
Directly integrate Data + Docs with your CRM and Processors
$ 399 /month
+ Integrations
Enterprise
> 500 MIDs Per Month
Wholesale ISOs
$ TBD /
Speak with Sales

Included in all accounts:

  • Unlimited Users & Agents
  • PDFs Mapped by Under
  • eSignature
  • Signer Attachments
  • Apps Hosted Online
  • Secure Data Storage
  • Unlimited Data Transfer to Additional Merchant Processing Agreements

Additional Tools & Features Built to Your Specifications

Integrations
Just let us know where you would like your data & documents shipped.
  • Standard-risk Processors
  • High-risk Processors
  • Salesforce
  • HubSpot
  • Additional CRMs
  • SQL and NoSQL Databases
Plugins
Just let us know what other information you would like to gather while your client is filling out the application.
  • Identity Verification
  • Banking Verification
  • Transactional History
  • Credit Score
  • Match List

Our Partners

WorldPay
Payline
SMB Global
Plaid

FAQ

  • What is different about your software?

    Under has created software that extrapolates the form-fill fields on a PDF and places them on an easy to complete online web application. For banks & processors that require the PDF we are able to map the data & electronic signature back onto the PDF after completion.

    We have machine learning to help choose the correct processors, pricing, and supporting documents for quick approvals.

    Direct integrations into your processors and CRMs help save you time while creating a delightful customer experience.

  • Can I email or text the link?

    Yes, you can email or text the application link to your clients.

  • Is the application mobile friendly?

    Yes, your agents & clients can fill out the application and sign electronically on a mobile and tablet device.

  • How many supporting documents can I request?

    You can request up to 20 supporting documents at a time.

  • Can I see the software in action?

    Of course. If you would like to see the functionality and features before opening a demo account just email mike@undereverything.com for a few quick videos.

  • Can I send applications to multiple banks/processors?

    Yes, you can send applications to multiple banks/processors directly through Under’s APIs.

    Your client will only need to complete one application. Data and documents from the initial application will be utilized to complete future applications. If the banks/processors require additional information the client will only need to complete those fields along with signing the new terms and conditions.

  • Can I send partially completed applications?

    Yes, you can fill out some or all of the application for your client and then provide them the link for signature and supporting documents.