3. How to Set Up Your Email Signature

3. How to Set Up Your Email Signature

One of the very powerful features of BluMortgage is the ability to send an email to a client from the system, and the client not know that is was being sent from Zoho. In order for this feature to be truly utilized, you will need to place your email signature inside of Zoho. 

How to Set Up Your Email Signature in BluMortgage

  1. Go to Settings

    • Click the gear icon located at the bottom-left corner of your screen.

  2. Navigate to Email Settings

    • In the settings menu, click on “Email”.

  3. Go to Compose Settings

    • Click on the “Compose” tab.

  4. Add a New Signature

    • Click “Add New Signature”.

  5. Enter Signature Details

    • Signature Name: Give your signature a name (e.g., "Default Signature").

    • From Address: Select the email address this signature will be used with.

    • Signature Body: Copy your existing email signature (e.g., from Outlook or Gmail) and paste it into the editor.

  6. Save Your Signature

    • Click the save icon (usually at the bottom of the editor).

If you need any help, feel free to join a Jumpstart session. We're happy to assist!


In the below video we show you how to put your email signature inside of BluMortgage: