What’s new
On Direct and Referral funding applications, applicants no longer choose a sales contact from a long alphabetical list. That step was easy to get wrong and sometimes attached the wrong person to the application.
Applications now keep a clear default sales contact and update ownership from the Revenued opportunity owner before processing continues — so the right internal contact stays on the file.
ISO partner submit flows that still need a contact picker are unchanged.
Improvements
- Removes the sales contact dropdown on Direct and Referral starts so the form stays simpler.
- Keeps a reliable default sales contact when an opportunity owner is not yet assigned.
- Aligns sales ownership with the opportunity owner before the application is submitted for processing.
- Strengthens behind-the-scenes processing so slow status checks are less likely to stop an otherwise healthy application.
Fixes
- Stops first-in-list sales contacts from being saved when no owner was chosen.
- Reduces cases where the wrong sales contact followed the application into underwriting.
- Improves handling of uncommon business ownership types that previously blocked submission.