Getting Started

Follow these steps in order to get your Under account up and running!

1. Configure Account Settings

Upon account setup, you will begin as a Master Administrator. There are three different user roles which can be assigned to a user.

Take a look at the article below to learn more about user roles and their responsibilities:

User Roles

Go to the settings page by clicking on your user at the bottom left of the page, then click Settings.

On the settings page, you may choose to upload your logo at the top left of the page by clicking Upload Logo, then select an image.

Select an image with a transparent background (.png file type) so that your logo fits best on the online application. 

If you would like to invite additional users to your account, go to the navigate to the page labeled Team at the top of the page. From there, click Invite New User. Follow the instructions on the pop-out modal, then send your invite.

2. Create & Test New Application 

Next, we would like you to create and complete a test application to get accustomed to the application process. Get started by clicking the Create button at the top right of the page, then clicking Application. Select the Test Data template, then save your application as whatever you would like.

If you would like to learn more about how to create, update, and manage applications in Under, refer to these knowledge base articles below:

Under Knowledge Base - Applications

After clicking Create Application, you get automatically redirected to the application editor where you may customize the app. For now, you can skip this step and go straight to completing the application.

In order to complete the application, click Share in the application settings panel on the right side of the screen. This will copy a unique link to this application which you can share with your customers to complete. In this case, open a new tab, then paste the link to the application go get started.

While completing this application, please use your real phone number (to pass multi-factor authentication on first page) and email (to receive app submission email). After getting through this exercise, you'll be able to delete/archive this customer to clean up your Under dashboard.

3. View Customer Information

After completing the test application, you will receive an email notifying you that your customer has completed an Under application. On the email, it tells you that you can review the application on your dashboard - click the View Details button and you will be re-directed to this customer's record in Under.

In the detailed view of the customer record, you can see all of the customer information, attached documents, internal notes, and integration data at a glance.

You may also update customer data, change the agreement status, and re-send the application to the customer.

If you would like to learn more about how to create, update, and manage customers in Under, refer to these knowledge base articles below:

Under Knowledge Base - Customers

4. Get Familiarized with Customer Portal

Have any questions? Follow this link to the Under customer portal where you can link your Under account and create support tickets in order to get in touch with our team.

This is the best way to ask general questions, report any bugs you come across, or want to request a feature.