JammJar is an AI-powered mortgage advice platform designed to help brokers reduce administration, streamline case management and spend more time with clients.
Built specifically for the UK mortgage market, JammJar brings together CRM functionality, workflow automation, artificial intelligence, sourcing integrations, compliance support and reporting within a single platform.
A key part of the system is its ability to turn adviser and client conversations into useful case information. Calls can be recorded or integrated through supported telephony systems, with JammJar using mortgage-specific AI to help create case notes, update fact finds and prepare follow-up communications.
The platform can also assist with drafting client emails, lender correspondence, annual reviews, KFI summaries and other case-related documentation using information already held within the client record.
Key Features
JammJar includes a range of tools designed around the mortgage advice process, including:
- Mortgage and protection case management
- Client fact finds
- AI-generated case notes and communications
- Document analysis
- Client portal functionality
- Workflow automation
- Pipeline and management reporting
- Compliance and regulatory reporting
- Document and communication management
- Configurable customer journeys
- Mortgage and protection sourcing integrations
The platform integrates with a number of third-party systems used within the mortgage industry, including sourcing platforms such as Twenty7Tec and iPipeline, alongside supported telephony providers.
AI Designed for Mortgage Advice
Rather than treating AI as a separate feature, JammJar has built it into the wider advice journey.
The system is designed to help capture information, prepare documentation, identify relevant case information and automate routine administrative processes while keeping the adviser responsible for the advice provided to the client.
This approach allows brokers to reduce repetitive data entry and administration without removing the human relationship at the centre of the mortgage advice process.
Security and Data
JammJar has been developed for use within a regulated financial services environment.
Customer information is encrypted both in transit and at rest, with data hosted within the UK and EEA. The company also states that information processed through its AI providers is not used to train their underlying AI models.
About JammJar
JammJar was founded by Karl Griffin and Chris Underhill, bringing together experience from mortgage broking, financial services technology, enterprise software, cyber security and compliance.
The business has been developed specifically around the challenges faced by mortgage advisers, with a focus on reducing administration and creating a more connected workflow from the first client conversation through to completion and ongoing servicing.
Its core proposition is simple: use technology and AI to handle more of the administration, allowing advisers to concentrate on advice and client relationships.