Current Issue: When a firm advisor drafts a Ramp application on behalf of a client, that advisor is set as the initial application owner. If the client needs the business owner changed to complete the application—or if another advisor needs to take over—only the original creator can update or transfer it. If that advisor is unavailable, the application is completely blocked.
Business Impact: Creates unnecessary onboarding delays and a frustrating client experience when the client is ready to submit their application but trapped behind an internal availability bottleneck.
Proposed Solution:
- Admin Reassignment Rights: Give Advisor Console Admins the ability to edit, reassign, or transfer ownership of any pending client application directly from the Pending clients dashboard.
- Flexible Client Ownership Updates: Allow any Console Admin to update the designated business owner contact details or resend/re-route the application review invite to the client without requiring the original creator’s action.