CrestwellFrom a folder of paperwork to a finished fact find.
Six steps - and you only do two of them. Crestwell sits alongside the way you already work: you review and approve; it does the typing.
STEP 01
Record the client meeting.
On a video call or across the desk - with the client's consent, Crestwell records the conversation and transcribes it after the meeting. That's the only new habit to learn.
Recording in progress…
STEP 02
Drop in the documents.
Passports, payslips and bank statements - upload them in bulk, or let clients send them through their own secure link. Each document is read and filed against the right item on the case checklist.
faster than typing it up.
STEP 03
The fact find fills itself.
What was said and what was sent become a drafted fact find across all 11 sections - and every field is traceable back to its source, with the transcript quote or document reference beside it.
Fact Find: Applicant 1
11 sectionsReview extracted values
Awaiting your decisionFrom bank_statement_sep.pdf · three regular commitments identified
Nothing commits to the fact find until you accept it.
STEP 04
You review every value.
Accept, reject or edit each extracted value against the evidence. Nothing commits to the fact find without you - the AI drafts, the broker decides.
STEP 05
Branded outputs, drafted.
A six-section file note and a suitability letter are drafted for your review, and the finished fact find is produced in your firm's branding. It all stays draft until you sign it off.
Case outputs
HARPER-8842While you advise
STEP 06
The workflow runs on.
Document chasing, pipeline tracking and the remortgage radar keep working in the background - so the next case is already moving while you finish this one.