When you submit deals to funders, MCA Pilot can automatically append your email signature to the outgoing submission emails. This helps maintain professional branding and provides funders with your contact information.
Choosing Your Signature Setting
Navigate to Settings → Templates to choose how signatures work for your workspace. You have four options:
Setting | Best For |
No Signatures | Workspaces that don't want signatures on submission emails |
One Signature for Entire Workspace | Teams that want consistent branding on all submissions |
Individual Signature for Each User | Teams where each broker should have their own signature appear on their deals |
Individual Signature for Each Email | Teams using multiple email accounts that need different signatures per account |
Option 1: No Signatures
Select this option if you don't want any signature appended to your submission emails.
Go to Settings → Templates
Under "Submissions Signature Setting," select No Signatures
Option 2: One Signature for Entire Workspace
Use this option when you want the same signature to appear on all submission emails, regardless of who submits the deal or which email account is used.
Go to Settings → Templates
Select One Signature for Entire Workspace
Enter your signature in the Signature Text for Entire Workspace field
Optionally, upload a logo in the Signature Logo for Entire Workspace section
Option 3: Individual Signature for Each User
Use this option when different team members should have their own signatures appear on submissions. The signature is determined by the deal's Originator field.
How it works
If the deal has an Originator assigned, that user's signature is used
If the deal has no Originator, the signature of the user submitting the deal is used
If the selected user hasn't set up a signature, the email is sent without a signature
Setup
Step 1: Enable the setting
Go to Settings → Templates
Select Individual Signature for Each User
Step 2: Set up each user's signature
Go to Settings → Workspace
Click on a user's profile
Scroll down to the User Signature Text section
Enter that user's signature
Optionally, upload a logo in the User Signature Logo section
Repeat for each user who will be assigned as an Originator on deals
Option 4: Individual Signature for Each Email
Use this option when you have multiple email accounts and need different signatures depending on which email account sends the submission.
Step 1: Enable the setting
Go to Settings → Templates
Select Individual Signature for Each Email
Step 2: Set up signatures on each email account
For existing email accounts:
Go to Settings → Senders
Hover over the email account you want to edit
Click the Edit button
In the Signature Text field, enter your signature
Optionally, upload a logo in the Signature Logo section
Click Confirm
For new email accounts:
Go to Settings → Senders
Click + New Email Account
Complete the email connection process
Add your signature in the Signature Text and Signature Logo fields during setup
Tips
Signature formatting: Use the text editor toolbar to add bold, italic, links, and bullet points to your signature.
Logo requirements: Only image files are accepted. Logos display at a maximum width of 200 pixels, so choose an image that looks clear at this size.
Changes take effect immediately: Once you save your signature settings, they'll apply to all future submissions.
Make sure signatures are set up: If you're using "Individual Signature for Each User" or "Individual Signature for Each Email," make sure each user or email account has a signature configured. Otherwise, submission emails will be sent without a signature.