Clients upload to the portal, or ping documents over on WhatsApp.
[2]
JammJar files it
JammJar classifies, assigns, and packages each file; then analyses income, spending and commitments to turn them into traceable fact-find updates.
[3]
ID and AML, built in
Verify identity, PEPs and sanctions inside the case with Onfido. Verified IDs file themselves to the record, you approve or decline the referred ones.
Mortgage files are a slog: statements, payslips and IDs to open, rename, re-key and cross-check before a case can move.
JammJar does all of it the moment each document lands, so your judgment is the only manual step left.
INTEGRATIONS
Fits the tools you already run on
JammJar reads documents however clients send them, files ID and sourcing to the case, and hands your data off to wherever the rest of your firm works: no new system to adopt, nothing to stitch together.
Customer portal & WhatsApp
Integrated ID verification
Microsoft 365 / Outlook
Mortgage & protection sourcing
Power BI, Tableau, Looker, Qlik
More on the way
JammJar files and processes all your client documents
JammJar opens every document and mines it for what the case needs, catching what's missing before you need to trawl through.
Catch every commitment
It surfaces the costs clients forget to mention, like the £120-a-month Amex that never make it into the fact find.
The budget, done for you
Spending sorts into the budget planner, averaged across long and short months, without you adding statements by hand.
Read income properly
It calculates average income, and applies the right evidence rules for weekly-paid applicants or NHS staff.
Catch what doesn’t add up
It flags odd transactions and lets you clear them: acknowledge, raise a task, or message the client – replies thread back to the transaction.
Get every file lender-ready, hands off
Configurable packaging rules
JammJar runs your packaging rules as documents land. Set them by amount and period, or write a custom check in plain English and an AI agent builds it for you in real-time.
Integrated ID verification
Document and biometric ID checks run on the case. Verified IDs file to the record automatically; referred cases come to you to approve or decline.
File completeness check
JammJar checks every file against what the case still needs and flags what's outstanding, so you can easily close the gaps before you submit.
Stay the decision-maker, always
JammJar does the busywork, but you make every call.
Check the source behind every suggestion
See the exact excerpt and a confidence score, then accept or reject; nothing writes to the file on its own.
Trace any fact to its document
Every entry links back through an append-only trail, with a thread on every queried transaction.
Never file a guess
Missing data shows as Unknown.
Keep your data in the UK
Only redacted facts leave the case, never the raw file.
How advisers win their time back
Without JammJar, financial advisers burn around 15 hours a week on manual admin. Here is what happens when you switch.
45–60 minutes
5-10 min
Analysing a case's documents by hand takes the best part of an hour. JammJar does it in minutes.
