Use Follow Ups to send automated emails and SMS messages to every deal in a specific status on a schedule you define. For example, you can email merchants in Missing Documents with a list of required docs and an upload link, text approved offers to deals in Approved, or remind merchants in Up for Renewal to send their latest bank statements.
Before you begin: To send SMS messages, connect an SMS provider first. Go to Settings > Senders > New SMS Account to connect GoHighLevel, Twilio, TextUs, or OpenPhone.
Create a follow-up
Go to Settings in MCA Pilot.
Click the Follow Ups tab.
Click New Follow Up.
Configure the follow-up:
Status — Choose which deal status triggers the message (e.g., Missing Documents, Approved, Up for Renewal).
Message Type — Select Email, SMS, or both.
Schedule — Set when and how often it sends (daily at a specific time, weekly, etc.).
Subject (for emails) — The email subject line.
Message Body — Your message content. You can use deal variables here; see the next section for the available list.
Click Save.
MCA Pilot will now automatically send messages to all deals matching that status according to your schedule.
Which variables work here
Variables in the subject and body are replaced automatically when the message sends. All variables must be in single curly brackets, such as {business_name} or {missing_docs}.
The same variables also work in approval email templates and Request Info templates.
See Variables for Follow Ups & Request Info for the full list of placeholders and their descriptions.
Example 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: {auto_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.
Connect an SMS provider
To send SMS messages via Follow Ups, 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
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.
Edit or pause a follow-up
To change an existing template, including sender choice and wording, see Edit automated follow-up and approval email templates.
Go to Settings > Follow Ups.
Find the follow-up in your list.
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.