The AI broker platform automates admin and supports compliance so that brokers can scale their business “without sacrificing service or control”.
The AI broker platform allows auto-sync of CRM data, including calls, emails and documents, and has an AI-drafter document function for instant fact finds and follow-ups, an all-in-one call hub, easy client access and audit preparation.
JammJar says the average adviser completes around nine mortgages per month, but spends around 14 hours per week on “repetitive admin, duplicated data entry, and manual case handling”.
The company said AI can help transform mortgage workflows, with users of the platform so far having reported significant time savings, better oversight and greater confidence in data.
The AI broker platform is now accepting registrations from firms that want to be part of the “next wave of onboarding”.
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Karl Griffin, CEO of JammJar, said: “There’s a real risk that brokers get left behind as the market digitises. The firms that adopt smart, purpose-built AI tools will be the ones who grow, stay compliant, and deliver better advice – without burning out.
“This isn’t about replacing the adviser – it’s about making space for better conversations, better records, and better outcomes. We’re equipping brokers with the tools to scale and serve more clients – and we hope to also help lenders innovate and open up access to homeownership through more diverse products that meet the needs of under-served would-be homeowners.”
Robert Sinclair, former Association of Mortgage Intermediaries (AMI) CEO and mortgage industry consultant, said: “As the industry and regulators grapple with how AI and its relatives should be applied, it is good to see initiatives like this focused on the consumer and the adviser.
“Combining quality advice with clever technology is what will begin to differentiate firms in the next five years. The journey has begun – keeping everyone included and their information safe will be the gold standard.”
‘Difference is night and day’ with AI broker platform JammJar
Felicity Chappell, director of mortgages at Mortgage Select SW Ltd, said that before AI broker platform JammJar, its process was “really admin-heavy”.
“In new build, speed is everything – but we were juggling spreadsheets, multiple systems, emails and phone calls, and passing cases between team members just to keep up. With JammJar, the difference is night and day.
“As soon as one of our advisers finishes a call, the AI writes up the fact find – automatically and accurately, without anyone typing a word. We can then share that with the customer via the secure portal so they can fill in any remaining gaps. The whole thing takes seconds.
“It means no more delays, no manual notes, no blank forms emailed back and forth, and no more chasing missing data,” she explained.
Chappell said the firm was excited about its partnership with JammJar, as having “complete, up-to-date customer records from the very first conversation gives us the clarity and control we need to grow”.
“More importantly, it helps us deliver the fast, frictionless experience our clients expect,” she concluded.
