MCA Pilot lets you send automated SMS messages and emails to deals based on their status using Follow Ups. This is useful for reminding merchants about missing documents, sending offer details, or following up on renewals.
Before you begin: To send SMS messages, you'll need to connect an SMS provider account first. Go to Settings > Senders > New SMS Account to connect GoHighLevel, Twilio, TextUs, or OpenPhone.
Setting Up Automated Follow Ups
Follow Ups automatically send messages to all deals in a specific status on a schedule you define.
Go to Settings in MCA Pilot
Click the Follow Ups tab
Click New Follow Up
Configure your follow up:
Status - Choose which deal status triggers this follow up (e.g., Missing Documents, Approved, Up for Renewal)
Message Type - Select Email, SMS, or both
Schedule - Set when and how often to send (daily at specific time, weekly, etc.)
Subject (for emails) - The email subject line
Message Body - Your message content. You can use variables like {business_name}, {owner_first_name}, {missing_docs}, etc.
Click Save
Your follow up is now active. MCA Pilot will automatically send messages to all deals matching that status according to your schedule.
Using Variables to Personalize Messages
Make your messages personal by using variables that auto-fill with deal information. All variables must be in single curly brackets.
Common variables:
{business_name}- The merchant's business name{owner_first_name}- First name of the business owner{missing_docs}- List of missing documents{missing_docs_upload_url}- Link for merchant to upload documents{all_offers_all_details}- Formatted list of all funding offers{highest_offer_funding_amount}- Highest offer amount
See Variables for Follow Ups for the complete list.
Example Follow Up Scenarios
Missing Documents Reminder (Email)
Send a daily email to deals in Missing Documents status:
Subject: Quick reminder - we need a few more docs for {business_name} Body: Hi {owner_first_name}, We're almost ready to submit your application! We just need: {missing_docs} Upload them here: {missing_docs_upload_url} Thanks!
Approved Offer via SMS
Text approved offers to merchants:
Message: Great news {owner_first_name}! Your funding is approved: {highest_offer_all_details}. Reply YES to move forward.
Renewal Follow Up
Monthly email to deals up for renewal:
Subject: Time to renew funding for {business_name} Body: Hi {owner_first_name}, your current funding is coming up for renewal. Send us your latest bank statement and we'll get you a fresh offer with better terms.
Connecting an SMS Provider
To send SMS messages via Follow Ups, you need to connect one of these providers:
GoHighLevel - If you already use GHL for your sales process. See setup guide.
Twilio - Popular SMS API service
TextUs - Performance SMS
OpenPhone - Business phone system with SMS
To connect your provider:
Go to Settings > Senders
In the SMS Accounts table, click New SMS Account
Select your provider from the dropdown
Enter your provider's API credentials (API Key, User ID, etc.)
Click Save
Once connected, you can select SMS as a message type when creating Follow Ups.
Managing Your Follow Ups
To edit or pause a follow up:
Go to Settings > Follow Ups
Find the follow up in your list
Click the Edit button to modify settings
Or toggle it off to pause without deleting
Follow Ups run automatically on their schedule. Test with a single test deal first to make sure your message looks correct before enabling it for all deals in a status.