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.
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]
Take the call
Connect JammJar once, and it stays on for all your calls and meetings. It assigns itself to the right case, and starts working the second you hang up.
[2]
The fact find fills in
A recording, searchable transcript and AI summary land in the case. JammJar drafts the fact find for approval, with a confidence score on every answer.
[3]
You approve, JammJar writes
Accept or reject each update. JammJar drafts the follow-up email in 15 seconds so you can send it from your own mailbox.
Your advisors shouldn’t be typing up calls all day while the next client waits. That time should go to what they do best: helping people get the keys to their new home.
JammJar takes write-ups off their plate, so they can get back to clients in seconds.
PHONE INTEGRATION
Works with your phone
JammJar plugs into built-in numbers, softphone, adviser DDIs, hunt groups, voicemail – or whatever you've got.
No compatible system? Onboarding sets you up with an integrated VoIP platform. Nobody's shut out for having the wrong kit.
The moment a call transcript or file lands, it's read, sorted onto the case, and turned into fact-find updates you approve.
Fill the fact find from the call
Every answer lands in the right field of the fact find, backed by the exact quote from the call and a confidence score.
Catch the details
Decisions, next steps and to-dos surface from the conversation, so nothing is left to memory or scribbled notes.
Follow up before the client cools
Have a personalised email ready as you hang up. Customers get a portal link seconds after the call.
Get sourcing ready fast
The fact find is structured to source against straight away, with ESIS and evidence of research pulled onto the case.
Get cases sourcing-ready
without the sweat
Ready to source straight away
You get a structured fact find you can source against straight away with ESIS and evidence of research pulled back onto the case, so nothing's re-keyed twice.
One data model for every adviser
Everyone works the same ~900-field fact find. Toggle fields off, rename them – then JammJar behaves identically for all your customers.
Power the rest of your workflow
Push leads in by API, send data out to Power BI, Tableau or your own database. The fact find isn't where the work stops; it's the source of truth your whole stack runs on.
Stay the decision-maker, always
JammJar does the busywork, but you make every call.
Understand every move.
See quotes and confidence scores to back up every suggestion.
Trace every fact.
Every fact is traceable through an append-only audit trail.
One log for every channel.
Phone, email, WhatsApp and portal: every exchange logged, nothing lost in an inbox.
Ask anything.
"Was the deposit discussed?" Ask the AI and get the answer, without re-listening to audio to find one line.
just ended. The admin's already done.
