CrestwellWhy we built Crestwell.
Every week, hours are lost by talented mortgage professionals retyping data from PDFs into portals. I built Crestwell because I believe software should handle the paperwork, so brokers can focus on their clients.
“Crestwell exists to remove the clerical burden from financial advice - and give brokers back the human part of the job.”
Read, don't retype
Crestwell reads passports, payslips and bank statements the way a person would - and pulls the exact figures a case needs, so nobody types them twice.
Nothing typed twice.
Keep the adviser in control
Automation shouldn't mean a black box. Every extracted value is shown with its source, and nothing commits to the file until a broker accepts it.
From payslip_oct_2025.pdf · “basic salary £84,500 per annum”
The broker decides - always.
Compliance-ready by default
File notes, Consumer Duty prompts and audit logging are built into the foundation - the compliant version of the file is the only version.
File note
Draft - awaiting sign-offTrust is the product.
We handle sensitive financial data. Security, privacy and accuracy aren't features here; they're the foundation everything else is built on.
Automation with oversight.
AI is a tool to augment the broker, not replace them. Crestwell proposes answers but always defers to professional judgment.
Built with brokers.
Nothing ships from a vacuum. Every feature is tested and refined with working mortgage professionals who use it on real cases.