The partnership will help remove time-consuming administration, automate compliant follow-ups and support “consistent, high-quality communication” throughout the customer journey.
Advisers will be able to spend more time on understanding customer needs and offering tailored advice.
JammJar, which launched earlier this year, offers case management, compliance and audit trails, communications and customer updates, call transcription into structured fact finds, follow-up email automation and document validation.
Robert Nichols, managing director at Purplebricks Mortgages, said: “JammJar allows us to scale and strengthen our service without increasing costs. It lets our advisers spend more time advising and less time ticking boxes – meaning faster case progression, better conversations and a more human experience for every customer.”
Karl Griffin, CEO and co-founder of JammJar, added: “Mortgage advice has always been built on people. For most customers, a mortgage is the biggest financial commitment they’ll ever make, and the real value of an adviser isn’t just about rates or paperwork – it’s about reassurance.
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“There’s a lot of noise around AI, but this technology is only powerful when it enables more human connection, not less. That’s exactly what JammJar does – it takes care of the admin so advisers can focus on meaningful conversations. Advice should feel more human, less transactional, and that’s what our operating system achieves.
“Purplebricks Mortgages is a great example of a firm that’s embraced how technology and empathy together can unlock new opportunities for advisers and customers alike.”
