Prospect Information

Complete all fields. Required fields marked

Services & Pricing

Tap a service to select it and enter pricing. Each service has its own volume field for accurate revenue calculation.

MTS & Fixed Fees

Configure pricing model, commitment, and all fixed fees.

⚡ Upfront MTS — Excess Pricing

When MTS is depleted, a separate excess per-transaction rate applies. Enter rates below for each selected service.

Standard MTS Terms: Non-refundable · No carryforward · All transaction fees apply toward MTS · Unpaid MTS balance due on early termination.

⚠️ VX Platform was not selected on the Services page. Select VX in Step 2 — Services & Pricing to configure the license here.

Exhibits Checklist

Required exhibits are auto-detected from your selections.

A
Exhibit A — Pricing
Always required
ALWAYS
C
Exhibit C — Service Level Targets
Always required
ALWAYS
D
Exhibit D — Payment Options
Always required
ALWAYS
H
Exhibit H — Data Protection Addendum (U.S.)
Always required
ALWAYS
B
Exhibit B — Document Capture/Validation
D-CAMS, D-CAMS+PLUS, or IDMax selected
NOT NEEDED
B-2
Exhibit B-2 — Selfie, Biometrics & Age Estimation
AgeMatch/ESTIMATE or biometric services
NOT NEEDED
B-3
Exhibit B-3 — CLEAR Digital Identity Acknowledgement
IDMax with reusable credential
NOT NEEDED
A-1
Exhibit A-1 — International Verifications Special Terms
International services selected
NOT NEEDED
F
Exhibit F — GDPR End User Data Processing Addendum
EEA data subjects / international services
NOT NEEDED
G
Exhibit G — DPPA Permissible Use Certification
IDMax / motor vehicle records
NOT NEEDED
B-1
Exhibit B-1 — 2-Factor Authentication Terms
2FA selected as standalone service
NOT NEEDED
A-2
Exhibit A-2 — E-Commerce App/Extension Terms
E-commerce plugin on client domain
NOT NEEDED
A
Standard Service Terms
undefined
ALWAYS
C
Service Level Targets
undefined
ALWAYS
D
Payment Options
undefined
ALWAYS
H
Data Protection Addendum (U.S.)
undefined
ALWAYS
B
IDMax & Document Services Terms
undefined
CHECK
B-2
Selfie, Biometrics & Age Estimation
undefined
CHECK
B-3
CLEAR Service Addendum
undefined
CHECK
B-4
IDMax Flow-Down Terms
undefined
CHECK
A-1
International Verifications Special Terms
undefined
CHECK
F
GDPR End User Data Processing Addendum
undefined
CHECK
G
DPPA Permissible Use Certification
undefined
CHECK
B-1
2-Factor Authentication Terms
undefined
CHECK
A-2
E-Commerce App/Extension Terms
undefined
CHECK

Review & Submit

Review the complete deal summary then print or save as PDF.

Deal Overview

Sales Rep
Company
Industry
Use Cases
Agreement Type
Deal Stage
Target Date
Primary Contact

Services Selected

No services selected

Financial Summary

Pricing Model— Select —
Annual MTS CommitmentNone (PAYGO)
VX Platform License
One-Time Setup FeeWaived
Monthly Maintenance FeeWaived
Est. Annual Transaction Revenue$0
TOTAL ESTIMATED YEAR 1$0

Required Exhibits

A — Standard Service Terms✅ Always Required
C — Service Level Targets✅ Always Required
D — Payment Options✅ Always Required
H — Data Protection Addendum (U.S.)✅ Always Required