Passcode check (OTP)
Confirm it's really your customer before they confirm the deal.
For higher-value or higher-risk sales, require the customer to enter a one-time passcode sent to their phone or email before they can see the verification. It's optional, and you decide per questionnaire.
We sent a 6-digit code to the mobile number ending in 72.
Didn't get it? Send a new code
Sample screen · illustrative
In detail
What's included.
A second factor, without the friction
The customer opens their link and receives a short code on the phone number or email you have on file. They enter it, and the verification opens. It takes seconds, and it ties the answers to the person who controls that phone or inbox.
- Code sent to the customer's phone or email on file
- Short-lived, single-use codes
- Successful and failed attempts logged in the audit trail
- Stops a sales rep from completing the verification on the customer's behalf
On where it matters, off where it doesn't
Not every verification needs it. A $60,000 vehicle financing deal might; a service appointment confirmation might not. Turn the identity check on or off for each questionnaire independently.
- Enable per questionnaire
- No change to your API call
- Customers who fail the code cannot proceed
- Works alongside signature capture
Specifications
The details.
For your operations, compliance and IT teams.
| Delivery | SMS or email |
|---|---|
| Scope | Optional, configured per questionnaire |
| Logged | Code sent, code entered, success or failure, with timestamps |
| Protects against | Rep-completed verifications and forwarded links |
FAQ
Questions we hear often
Do all clients use the passcode?
What if the customer doesn't receive the code?
Keep exploring
Related features.
Questionnaire builder
Build verification scripts with your own fields, wording and pass/fail rules.
Learn moreSMS & email delivery
Reach customers on the channel they actually check, from a number that is yours.
Learn moreAPI & integrations
Trigger any verification from your CRM, DMS or sales app with one request.
Learn morePDF reports & e-signatures
A branded confirmation report, signed by the customer, for both of you.
Learn moreSee VerifiMe on your own sales process.
We'll build a sample questionnaire from one of your real contracts and walk your team through the customer experience, the report and the audit trail.