CrestwellEverything your firm runs on, in one platform.
Crestwell reads the documents, fills the fact find and runs the workflow around it - and nothing commits until you've accepted it.
Your whole case lifecycle in one place.
Fact Find: Personal Details
Auto-filledSource: Passport_Emily_Harper.pdf, Payslip_Oct_2023.pdf
Drop in the documents. The fact find fills itself.
Reads passports, payslips and bank statements.
Maps what it finds into all 11 fact-find sections automatically.
Every field traceable back to its source document.
Each value shows where it came from - and you accept or reject it before anything commits.
Affordability, worked out as it reads.
Sanity-check the numbers without leaving the case - no spreadsheet, no second tab.
Income taken from the documents already on file - payslips and bank statements.
Commitments included for a realistic view - loans, credit and childcare.
Affordability Analysis
REF: CW-8842 / CASE: HARPER
Case Pipeline
Every case, moving forward.
Every case tracked by stage, from first meeting to completion.
See exactly where each case is waiting - and on what.
Case counts per stage, so bottlenecks show up at a glance.
One board for the whole book. No case falls through the cracks.
Chasing that happens without you.
Follow-ups that keep cases moving while you focus on advice.
Reminders triggered by what's actually missing on the case checklist.
Email nudges in your firm's name, on a schedule you set.
Document Requests
Active case: HARPER-8842Remortgage Radar
FlaggedYour next case, surfaced first.
Crestwell watches your back book for approaching rate ends - so the remortgage is a call you make, not one you miss.
Every fixed-rate end date, tracked across your client base.
The right clients surfaced months before their product expires.
From conversation to file note.
Consent capture built into every recording.
File notes drafted automatically after the meeting.
Edit inline to refine specific advice points.
Meeting Record
Client confirmed current mortgage is on a standard variable rate. Discussed transition to a 5-year fixed product to mitigate interest rate volatility. Affordability discussed against the latest payslips…
Commission Forecast
Know what you're owed.
Expected against received, case by case.
A forecast built from the cases already in your pipeline.
Discrepancies surfaced instead of slipping through.
Compliance-ready documents, on your brand.
Branded suitability letters drafted for your review.
Fact-find PDFs in your firm's branding for client records.
Consistent formatting, every time, on every document.
Suitability Letter
Dear Emily Harper, following our recent consultation, we are pleased to recommend the following mortgage product based on your specific financial requirements and long-term objectives…
This recommendation is based on your gross annual income of £84,500 and your stated preference for payment stability over the next sixty months.
Every document looks like it came from your firm.
Custom logo, colours and fonts.
Five professional document templates.
Applied across letters, fact finds and file notes.
Consistent, compliance-ready formatting.
Brand Builder
Settings / IdentitySuitability Letter
Compliance isn't a feature. It's the default.
Per-account isolation
Row-level security means each user sees only their own clients and cases within their firm - never anyone else's.
You stay in control
Crestwell's AI drafts for you to check. Nothing is finalised without a broker reviewing it first.
Stored in the EU
Client records, documents and transcripts are stored in the EU (Ireland), with UK data-transfer safeguards for AI drafting.
Never used to train models
Your data is processed under commercial terms that prohibit using it to train AI models.
The full picture - sub-processors, retention, encryption - is on the security page.