How We Helped Neighbors Bank Build a Custom Slack Bot for Their Underwriting Team
Neighbors Bank is a leading lender focused on helping families across the country buy homes. With a growing team of over 50 underwriters, they needed a better way to find information quickly, handle escalations, and improve collaboration across the team. They wanted a solution that would work inside Slack, where their team already spent most of their time.
The Problem: Slow Access to Information and Manual Escalations
Before we stepped in, Neighbors Bank’s underwriters had to search through multiple internal documents and systems just to find simple answers.
Some key challenges included:
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Wasting time digging through shared drives, folders, and files
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Manual escalations that involved tagging managers or emailing different teams
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No easy way to react to common issues or flag items for special attention inside Slack
All of this slowed down their workflow and made it harder for underwriters to stay focused on moving loans forward.
The Solution: A Smart Slack Bot Powered by RAG and Automation
We built a custom Slack bot designed specifically for the underwriting team.
Here’s what it does:
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Uses Retrieval-Augmented Generation (RAG) to search internal documents and provide accurate, fast answers inside Slack
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Handles escalations automatically by triggering workflows when underwriters need manager support
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Reacts to special commands and reactions to run advanced functions without leaving Slack
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Organizes everything in one easy-to-use interface, directly inside the team’s existing Slack channels
We used custom automations and connected the bot to their internal knowledge base, so the answers are always up to date and specific to Neighbors Bank’s processes.
The Impact: Faster Answers, Smoother Escalations, and a More Efficient Team
Since launching the Slack bot, Neighbors Bank’s underwriting team has been able to:
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Find answers in seconds instead of minutes or hours
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Cut down on back-and-forth emails and manual escalations
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Keep loans moving faster by removing small workflow bottlenecks
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Create a better experience for both underwriters and managers
The new system saves time every day, improves teamwork, and helps the underwriting team focus more on what matters — getting families into their new homes.
At Harmon Digital, we build custom tools that fit the way businesses actually work.
If your team needs faster answers and smoother workflows, we’d love to help.
