# under.io

> AI-optimized mirror of under.io containing 50 pages totalling 18,068 words of clean markdown content, structured data, and semantic HTML. Original source: https://under.io/. Last updated: 2026-04-29T20:14:36.004Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [Under's product offering](/site-root.html): Streamline customer onboarding for financial services with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (336 words)

## Articles & Blog Posts

- [alternatives/index.html](/alternatives/index.html) (1 words)
- [Front-end Data Collection](/alternatives/agreement-express/index.html): Learn why Under.io is the ultimate lead qualification dashboard and the top choice among Agreement Express alternatives. Simplify onboarding with customizable forms, document collection, CRM, and advanced workflows. (225 words)
- [demo/index.html](/demo/index.html) (1 words)
- [templates/index.html](/templates/index.html) (1 words)
- [Getting Leads as a New ISO in Payments](/getting-leads-as-a-new-payments-iso/index.html): This guide will show you a few different ways you can get leads in the payments space. Payments ISOs, ISVs, onboarding for payments, merchant account opening, MIDs. (1,680 words)
- [terms-and-conditions/index.html](/terms-and-conditions/index.html) (1 words)
- [Onboard more customers with  ‍white-labeled digital applications](/ftc/index.html): Under.io offers a suite of tools including PDF mapping, form builder, and merchant processing agreements, providing an alternative to Agreement Express, Jotform, and Typeform. By streamlining and updating the application and underwriting process, Under enables businesses to create more customers efficiently. Discover how Under can transform your financial services company today. (516 words)
- [Front-end Data Collection](/alternatives/iris-alternatives/index.html): Learn why Under.io is the ultimate lead qualification dashboard and the top choice among IRIS alternatives. Simplify onboarding with customizable forms, document collection, CRM and advanced workflows. (223 words)
- [Front-end Data Collection](/alternatives/hubspot/index.html): Learn why Under.io is the ultimate lead qualification dashboard and the top choice among Hubspot alternatives. Simplify onboarding with customizable forms, document collection, CRM and advanced workflows. (223 words)
- [Forms Built for Financial Services](/document-management-system/index.html): Have your customers sign and provide documents anywhere, anytime, and on any device. (95 words)
- [All the Tools in One Place](/alternatives/pandadoc/index.html): Explore why Under.io is the ultimate agreement dashboard and the top choice among PandaDoc alternatives. Simplify onboarding with customizable forms, eSignatures, document collection, and advanced workflows. (223 words)
- [Sending Applications](/docs/index.html): Docs houses all of the documentation you will need to setup and troubleshoot your Under account. Get started with Under.io platform to modernize your onboarding flow. (816 words)
- [Save Money](/alternatives/docusign/index.html): Explore why Under.io is the ultimate agreement dashboard and the top choice among PandaDoc alternatives. Simplify onboarding with customizable forms, eSignatures, document collection, and advanced workflows. (207 words)
- [Forms Built for Financial Services](/e-signature-for-real-estate-contracts/index.html): Have your customers sign and provide documents anywhere, anytime, and on any device. (92 words)
- [Forms Built for Financial Services](/ecommerce-fraud-prevention/index.html): Under helps organizations quickly identify customer information with location, KYC, KYB, credit, and more. (98 words)
- [Save Money](/alternatives/dropbox-sign/index.html): Explore why Under.io is the ultimate agreement dashboard and the top choice among Dropbox sign (HelloSign). Simplify onboarding with customizable forms, eSignatures, document collection, and advanced workflows. (208 words)
- [Conditional Logic](/best-onboarding-platform/index.html): Streamline customer onboarding with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (59 words)
- [Pricing](/pricing/index.html): Our flexible plans cater to businesses of all sizes. Find the perfect plan that aligns with your business needs or start your 14-day free trial. (908 words)
- [How it ‍works](/pdf-mapping/index.html): Discover how to map and manage your PDFs with Under.io easily. Convert, organize, and optimize your PDF documents for seamless workflows. (458 words)
- [Watch your sales teams metrics grow](/empower-your-sales-channels/index.html): Help your teams focus on selling and remove the frustrating pieces of onboarding leads and customers. (472 words)
- [Front-end Data Collection](/alternatives/salesforce/index.html): Learn why Under.io is the ultimate lead qualification dashboard and the top choice among SalesForce alternatives. Simplify onboarding with customizable forms, document collection, CRM, and advanced workflows. (221 words)
- [Forms Built for Financial Services](/google-ads-pdf-editor/index.html): Financial services companies use our platform to build and customize online forms. (134 words)
- [All the Tools in One Place](/alternatives/formstack-alternatives/index.html): Explore why Under.io is the ultimate lead qualification dashboard and the top choice among Formstack alternatives. Simplify onboarding with customizable forms, document collection, and advanced workflows. (223 words)
- [Conditional Logic](/best-online-form-builder/index.html): Streamline customer onboarding with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (128 words)
- [Conditional Logic](/best-form-builder-li-ads/index.html): Streamline customer onboarding with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (128 words)
- [Forms Built for Financial Services](/google-ads-best-form-builder/index.html): Financial services companies use our platform to build and customize online forms. (134 words)
- [Forms Built for Financial Services](/best-electronic-signature-software/index.html): Streamline customer onboarding with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (91 words)
- [All the Tools in One Place](/alternatives/jotform-alternatives/index.html): Explore why Under.io is the ultimate lead qualification dashboard and the top choice among Jotform alternatives. Simplify onboarding with customizable forms, document collection, and advanced workflows. (216 words)
- [Conditional Logic](/provident-advisor-group/index.html): Streamline customer onboarding with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (106 words)
- [Product](/forms/index.html): Streamline client onboarding with our intelligent digital forms. Easy to use form builder, conditional logic, custom branding, and more. (482 words)
- [Focus on selling more MIDs, not wasting time onboarding](/solutions-iso-agent-merchant-onboarding/index.html): Onboard your customers and partners seamlessly with our front-end platform. Discover how payment processing companies use Under to automate work. (476 words)
- [How it works](/identify-your-best-customers/index.html): Verify customer identities quickly and accurately to prevent fraud and enhance trust in your digital processes. KYC, MFA,  KYB, Bank, Credit. (460 words)
- [What Can Under Identify?](/best-identity-verification-tool/index.html): Streamline customer onboarding with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (127 words)
- [Identity Services](/product-identity-verification/index.html): Verify customer identities quickly and accurately to prevent fraud and enhance trust in your digital processes. KYC, MFA,  KYB, Bank, Credit. (461 words)
- [Conditional Logic](/ref/index.html): Streamline customer onboarding for financial services with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (301 words)
- [Remove manual processes and physical paperwork](/product-esig/index.html): Streamline your document workflow with our eSignature and document management tools. Easily sign, send, and store documents securely, all in one place. (489 words)
- [Conditional Logic](/legal-electronic-signature-software/index.html): Streamline customer onboarding with automated forms, e-signatures, and seamless PDF data transfers. Reduce onboarding time by up to 40%. (91 words)
- [Product](/solutions-forms-and-digital-apps/index.html): Streamline client onboarding with our intelligent digital forms. Accelerate contract signing and close deals faster online. Eliminate paperwork and provide a seamless experience for your customers with custom online forms. Contact forms and lead forms to reduce fraud. (481 words)
- [Improve Your Merchant Onboarding](/schedule-ftc/index.html): Unlock the power of Under.io's automated underwriting platform today! Upload your most popular PDF and we'll map it and send you a connected world-class digital form. (18 words)
- [Conditional Logic](/jotform-aternative/index.html): Use a form builder with a customer record and identity validation like Under. Consider alternatives to Jotform. (140 words)
- [Forms Built for Financial Services](/notary-software/index.html): Have your customers sign and provide documents anywhere, anytime, and on any device. (95 words)
- [How it ‍works](/solutions-one-app-to-rule-them-all/index.html): Collect pre-applications and move that data across the appropriate application. Seamlessly open accounts online. (469 words)
- [See Under In Action](/schedule/index.html): Learn how to equip your org with tools to help you sell more, reduce time to collect data, and improve customer conversion. (44 words)
- [Search results](/search/index.html) (4 words)
- [saasterms/index.html](/saasterms/index.html) (1 words)
- [privacy/index.html](/privacy/index.html) (1 words)
- [End User Service Terms](/online-usage-agreement/index.html): Under.io End User Service Terms: Clear, concise, and fair agreements for your peace of mind. Discover our comprehensive service terms that prioritize your rights and ensure a seamless user experience. Trust Under.io to provide transparent and reliable services that meet your needs. (1,219 words)
- [Get in touch](/contact/index.html): Need assistance or have a question? Get in touch today to experience the future of digital account opening. (52 words)
- [Onboard more customers with  ‍white-labeled digital applications](/blog/index.html): Stay up to date with industry trends, best practices, and expert tips to streamline your customer onboarding process and drive growth. Learn how to optimize your digital account opening strategy for maximum efficiency and customer satisfaction. Visit our blog today! (4,433 words)

## Resources

- [Full Page Index](/index.html): Browse all cached pages with rich metadata
- [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines
- [XML Sitemap](/content/sitemap.xml): Machine-readable sitemap for crawler discovery
- [Robots.txt](/content/robots.txt): Crawler directives