## Overview

Affirm's basic checkout flow begins when the customer selects Affirm at checkout.

## 1. Customer initiates checkout

1/. Customer selects Affirm at checkout on the merchant site. 2/. Their redirected to an Affirm modal or pop-up. 3/. Enters their phone number to receive a text with a pin to create or sign in to their account.

## 2. Account creation and PII

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PII collected by Affirm

• First and last name

• Phone number

• Email address

• Last 4 digits of SSN

• Date of birth

1/. Customer enters the following PII to create their account:

• First and last name

• Phone number

• Email address

2/. Enters the the following to check their eligibility for an Affirm loan:

• Last 4 digits of SSN

• Date of birth

3/. Receives confirmation screen.

## 3. Customer receives their loan terms

1/. Customer receives their loan terms and picks a payment plan. 2/. Confirms payment plan. 3/. Completes their purchase.

## 4. Affirm and order confirmation

1/. Customer receives a confirmation of their Affirm purchase. 2/. Receives an order confirmation screen for the order.