Give clients your full attention. Leave the rest to JammJar
One intelligent system runs sourcing, suitability, compliance and reporting end to end, keeping every case moving so the admin never pulls you away from the advice.
Your team spends more time doing admin than advising. Your CRM was supposed to fix that but it didn't.
JammJar automates the admin so your advisors can get back to what they do best.
Capture
Calls become fact finds. Automatically
JammJar listens to your calls and builds the case. As soon as you hang up, the fact find is done, the follow-up is written, and the case is already up and running.
[1]
Keep your call setup
In-app soft-phone, or plug into Twilio, CallSwitchOne, 3CX, RingCentral, Wildix.
[2]
Mortgage-native Al
Trained on deep mortgage knowledge, not just a transcription tool.
[3]
Follow up automatically
A personalised email, portal invite and fact find, all ready to press send in <30 seconds.
CHECK
Documents check themselves
Clients upload to their portal. JammJar checks every document is there and lender-ready, and flags all problems in seconds: missing pages, income gaps, unexplained deposits.
[1]
Al document review
JammJar knows what each case needs, checks what's been uploaded, and catches what's missing in real-time.
[2]
Auto-sort & package
Documents categorise, order and assign themselves, the way each lender expects.
[3]
Your fact find, always up to date
As documents come in, JammJar extracts information and updates the fact find on its own, so the record's always current and nothing's entered twice.
DRAFT
Sort suitability reports on auto-pilot
JammJar knows every call you've had, every document, every mortgage you've sourced. One click writes a bespoke suitability report instead of you muddling through a template with blue text.
[1]
Suitability in 35 seconds
Drafted from all case context: calls, fact-find, documents, mortgage choice and you firm's preferences.
[2]
Every email, written for you
Chase a missing payslip, query an overseas transaction, brief the solicitor: all drafted from the case and ready to send.
[3]
Need a letter, summary, or review? Ask for anything
Annual review, KFI summary, complaint response, lender letter: JammJar can draft it.
A powerful Operating System to help you stay on top of your business. Everything you need to run your firm, minus the busywork
Product sourcing
Native Twenty7Tec and iPipeline: source without re-entering data.
Customer portal
Seamless, customisable client portal to delight your customers.
AI assistant
Get instant answers about any case and customer.
Reporting
Pipeline dashboards, custom views and FCA-ready exports.
Case management
Track case progress from leads to completion.
Tasks & reminders
Automatic reminders, team assignments, task management.
Integrations
Your phone, sourcing, ID, and comms. More coming soon.
GDPR
Security & compliance
Full data encryption and audit-ready reports.
Behind every great advisor is a mountain of invisible work
Mortgage advice isn't glamorous. It's hours on the phone, chasing documents, typing the same information into three different systems, and praying your admin gets to the follow-up before the customer loses interest. But that invisible work is what separates the firms that grow from the ones that stay stuck.
We started JammJar because we've lived it. We know what it feels like to lose a deal because the paperwork took too long. And we believe advisors deserve better tools than the ones that have been holding them back for twenty years.
We're not building another CRM. We're building an admin engine that never sleeps, never forgets, and carries the busywork so your people don't have to.
Karl Griffin
Co-Founder & CEO
Give your advisors their week back
Book a demo and watch JammJar take a real case from first call to finished suitability report on your real workflow.
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I'll understand your business and help you launch in 30 days
Serious protection for the data you're trusted with
Your clients trust you with sensitive financial information. JammJar uses access controls, encryption, audit logging and approved service providers to protect it.
Data location with appropriate safeguards
Core application data is hosted in the UK. Selected providers may process data in the UK, EEA or other approved locations under appropriate contractual and international-transfer safeguards.
AI without training on customer data
JammJar does not use customer personal data to train public or general-purpose AI models. Where AI providers process customer data, they do so under contractual safeguards.
Encrypted in transit and at rest
Customer data is protected with encryption in transit and at rest, alongside access controls and separation between client environments.
Built for resilience
The platform uses backups, monitoring and recovery controls designed to support availability and restore service following an incident.
Data protection by design
Core application data hosted in the UK
Encrypted in transit and at rest
Ask us the hard questions
Security questionnaires, due-diligence requests, data processing detail – we’re here to answer all your security questions.
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