LendingWise runs your loan pipeline from application to closing. FlowMattic catches the LendingWise events you subscribe to and posts them to Slack: new applications to the loan team, file updates to processing or underwriting, and a DM to the loan officer who owns the borrower. For lenders, brokers and servicers who coordinate files in Slack.
1 trigger 14 actions 5 example workflows 2 ready-made templates Unlimited runs
When this happens in LendingWise1 trigger
Do this in Slack14 actions
1. TriggerSetup Webhooks2. ActionSend Channel MessageWhen LendingWise fires Setup Webhooks, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateThe borrower, loan type and amount post to the loan team channel, so a loan officer can call the borrower while they are still waiting to hear back.
Setup WebhooksSend Channel Message
View the template One webhook can carry several events. A Router reads the file status, so files waiting on documents go to processing and files ready for review go to underwriting.
Setup WebhooksRouterSend Channel Message
Find User by Email turns the loan officer's email on the file into a Slack user, and the DM tells them which borrower needs attention.
Setup WebhooksFind User by EmailSend Direct Message
Number Formatter adds thousands separators and a currency sign, so a large loan amount reads clearly in the channel instead of as a raw number.
Setup WebhooksNumber FormatterSend Channel Message
When a new file arrives, Add Reminder nudges the processor two days later to check whether the borrower has uploaded everything on the checklist.
Setup WebhooksSend Channel MessageAdd Reminder
At the end, every new LendingWise application posts the borrower, loan type and amount to your loan team channel.
Add your Slack workspace under Connects in FlowMattic.
Create a workflow with LendingWise and Setup Webhooks, then follow the trigger's instructions to add the workflow's address as a webhook in LendingWise for the events you want.
Create a test application in LendingWise so FlowMattic captures the loan fields.
Add Slack Send Channel Message, choose the channel, map the borrower, loan program, amount and status, test it and switch the workflow on.
1. Trigger in LendingWise
Setup Webhooks
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From LendingWise | To Slack |
|---|---|
| Borrower name | Message: borrower |
| Loan program | Message: loan type |
| Loan amount | Message: amount |
| File status | Message: status |
| Loan officer | Message: assigned to |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
LendingWise and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Applications reach loan officers in Slack, so the first call does not wait for someone to check the pipeline.
Routing by status keeps processing and underwriting focused on the files that are waiting on them.
FlowMattic runs on your WordPress site with unlimited runs, so loan data passes through a system you control at no cost per file.
Create a FlowMattic workflow with the LendingWise Setup Webhooks trigger, add the workflow's address as a webhook in LendingWise for the events you want, capture a test file, then add Slack Send Channel Message.
Yes. Add a Router after the trigger with a path for each status or event, each ending in a Slack step for that team's channel.
Yes, if the loan officer's email arrives with the event. Find User by Email finds them in Slack, then Send Direct Message passes the update.
Post what the team needs to act, such as the borrower name, program and status. Keep income, credit and document details in LendingWise.
No. These workflows read LendingWise events and post to Slack. Status changes and documents are still handled in LendingWise.
Did not find your answer? You can browse the help center or ask us directly.
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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. LendingWise integration 1.0.0, Slack integration 1.0.
