CrestwellSpend your time advising, not typing.
Crestwell turns a folder of client paperwork into a finished, branded mortgage fact find - automatically. Less admin, faster cases, and a workflow that quietly takes care of itself.
14-day trial · Encrypted & isolated per firm · Cancel anytime.
Every case starts with 30–45 minutes of retyping.
Brokers lose their evenings to the same repetitive task: manually copying data from passports, payslips, and bank statements into a CRM. It's slow, error-prone, and keeps you from the high-value work you actually enjoy.
faster once Crestwell reads it instead.
Every document read, every field evidenced
Fixed rate ends in 84 days
faster than typing it up
of admin back on a typical case
fact-find sections auto-filled
your branding on every PDF
Automated client outreach
Fact find generation
Affordability calculator
Document request
Remortgage radar
Drop in the documents. Watch the fact find fill itself.
Crestwell understands UK financial documents. It doesn't just read the text - it understands context, mapping each value into the right field with its source attached.
- Reads passports, payslips and bank statements
- Maps into 11 fact-find sections automatically
- Every field traceable back to its source
Chasing, pipeline and remortgages - handled in the background.
Crestwell doesn't just read documents; it manages the lifecycle of a case. From the moment a client uploads a file to the day their fixed rate ends, the automation keeps your pipeline moving.
- Uploads sort themselves into the right case
- Cases move through your pipeline automatically
- Document chasing and remortgage reminders run without a to-do list
The busywork of a fact find, handled.
Three ways Crestwell gives brokers their time - and their focus - back.
Hours back, every week
Stop retyping data from documents. Crestwell extracts what you need, maps it to the right fields, and drafts your fact find for you.
See how it worksA workflow that runs itself
From client outreach to document chasing and remortgage reminders, the platform manages your pipeline so you don't have to.
Explore the platformCompliance-ready & secure
Encrypted in transit and at rest, isolated per firm, and every field traceable back to its source document - built for a regulated industry.
How we protect dataHere's what you can get done with Crestwell in just 30 days.
Get set up
- Upload logo and brand colours in two minutes
- Work through the five-step getting-started checklist
Get comfortable
- Run your first 5 cases through auto-extraction
- Automate your first batch of document chasing
Wonder how you worked without it
- Get back around an hour of admin on a typical case
- Full pipeline visibility with zero manual updates
Every document looks like it came from your firm.
Upload your logo, pick your colours and fonts, and choose a template. Crestwell produces a clean, professional fact find your clients will trust - every time.
- Custom logo, colours and fonts
- Five professional document templates
- Applied across letters, fact finds and file notes
- Consistent, compliance-ready formatting