--- title: Under.io Reviews meta_title: 'Under.io Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how Under.io works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 13 scale: '5' date_modified: '2026-08-07' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Under.io Reviews **Vendor:** Under.io **Category:** [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) **Average Rating:** 4.9/5.0 **Total Reviews:** 13 ## About 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 Pros & Cons **What users like:** - Users love Under.io for its **easy editing** , streamlining forms and signatures while simplifying onboarding and document management. (3 reviews) - Users find **e-signatures** with Under.io incredibly efficient, streamlining digital onboarding and simplifying document management significantly. (2 reviews) - Users appreciate the **easy electronic signatures** feature of Under.io, simplifying onboarding and document management significantly. (2 reviews) - Users commend the **speed of onboarding** with Under.io, making it a top choice for efficient merchant integration. (2 reviews) - Users value the **time-saving features** of Under.io, simplifying processes like digital onboarding and document management. (2 reviews) - Versatility (2 reviews) - Affordable (1 reviews) - Convenience (1 reviews) - Users value the **responsive and knowledgeable customer support** of Under.io, enhancing their overall experience and adaptability. (1 reviews) - Users value the **customizability** of Under.io, allowing tailored forms and applications for their unique needs. (1 reviews) **What users dislike:** - Users find **client difficulties** due to limited integration with insurance companies, hindering potential streamlining of the industry. (1 reviews) - Users note a **learning curve** with Under.io, particularly if unfamiliar with the KYC/KYB process. (1 reviews) - Users are frustrated by the **missing features** as many insurance companies are not integrated, limiting efficiency. (1 reviews) - Users express dissatisfaction with the **missing functionalities** as not all insurance companies are integrated with Under.io. (1 reviews) ## Under.io Reviews ### 1. Credit application creation for use with partners **Rating:** 4.0/5.0 stars **Reviewed by:** Janelle S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **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. **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. **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. - [View Under.io pricing details and edition comparison](https://www.g2.com/products/under-io/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+04%3A02%3A41+-0500&secure%5Bsession_id%5D=dffc77f7-3521-4929-89b7-a5000d03a2c2&secure%5Btoken%5D=8a17a339bc307f14688b9092e7e57d502f17a25d17687df5538b29289f67c6b6&format=llm_user) ## Under.io Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Signature Document Creation - Multi-Party Signing - Electronic Signature **Process Automation** - Onboarding Flow Management - E-Signature - Data Capture - Auto-Capture **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management - Task Management - Configurable Workflow - Deployment Management - Integrations Management **Identity Verification** - ID Scanning - KYC - Credit Check **Additional Functionality** - Embedded Forms - Offline Capability - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Data Control** - Data Synchronization - Data Security **Agentic AI - Digital Customer Onboarding** - Decision Making **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management - Mobile Access **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Role-Based Permissions - Real-Time Updates - Graphical User Interface - No-Code - Real-Time Reporting - Data Visualization - Customizable Fields - Charting - Integrated Development Environment - Customizable Forms - Generative AI - API - Reporting & Statistics - Agile Methodologies - Web Forms - Custom Development - Offline Access - Customizable Reports - Visual Modeling - Access Controls/Permissions - Authentication - Search/Filter - Alerts/Notifications - Activity Dashboard - AI Copilot - Secure Data Storage - Collaboration Tools - Approval Process Control - Web/Mobile App Development - Data Import/Export - Version Control - Real-Time Notifications - Drag & Drop - For No-Code Development - Performance Metrics - Pre-Built Modules **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates ## Top Under.io Alternatives - [Docusign](https://www.g2.com/products/docusign/reviews) - 4.5/5.0 (2,523 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,470 reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - 4.5/5.0 (2,063 reviews)