The Challenge
Neighbors Bank is a national mortgage lender with 50+ underwriters handling USDA, FHA, VA, and conventional loans. Their team was wasting hours searching through shared drives and documents, with manual escalation processes via emails and manager tags. We built a custom Slack bot using RAG technology—underwriters ask questions in plain English and get instant answers from internal documents, with automated escalations and custom commands for advanced workflows.
200+
Daily Users
Seconds
Answer Time
24/7
Availability
0
Manual Lookups
What We Built
- Custom RAG Slack Bot
- Pinecone Vector Store
- OpenAI Embeddings
- Automated Escalations
- Custom Slack Commands
- Knowledge Base Integration
Results
- Answer retrieval: hours to seconds
- Eliminated manual back-and-forth
- Accelerated loan processing
- Improved underwriter-manager collaboration
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Our underwriters used to spend an hour a day just looking things up. Now they ask the bot and get answers in seconds. It's like having a senior analyst available 24/7.
Operations Lead — Neighbors Bank
Next Project
Happy Endings