JammJar, a new AI-native platform built specifically for mortgage advisers, is launching to firms across the UK after over a year of development and real-world testing.
JammJar automates the admin-heavy, compliance-critical tasks that limit adviser capacity — like CRM updates, fact-find completion, document handling and suitability notes — using AI to capture and structure data from adviser-client calls, emails and communications.
JammJar launches following months of adviser-led development. Backed by Haatch and FSE Group, JammJar focuses on the most time-intensive and insight-critical parts of the broker’s day: phone calls, emails, CRM updates, and compliance admin.
JammJar is now accepting registrations from firms who want to join the next wave of onboarding. The team says the platform is designed not to replace advisers, but to help them thrive — by removing friction, improving clarity, and allowing brokers to focus on advice, not admin.
Karl Griffin, CEO of JammJar, commented: “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 underserved would-be homeowners.
“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.”
Liz Syms, CEO of Connect for Intermediaries and chair of the Society of Mortgage Professionals, said: “At Connect, we’re integrating AI in a practical, thoughtful way to enhance both adviser efficiency and customer outcomes without losing the human touch that remains vital in mortgage advice. We’ve already deployed AI tools for client document analysis, compliance reviews, and meeting transcription, allowing our advisers to spend more time advising and less time on admin.
"Early feedback has been promising; record-keeping processes are quicker, and advisers now benefit from deeper client understanding thanks to AI-generated summaries and notes.
"We also use AI to support content creation and the development of internal tools that make complex workflows more manageable.
"Our approach to AI is structured and responsible. We operate under a defined AI policy, use a secure team ChatGPT account, and run all document handling via BOX through API connections to safeguard data. While our clients don’t interact with AI directly, the benefits are clear in a faster, smoother mortgage journey.
"We’ve established an internal AI Champions group to help explore and pilot new use cases, with a focus on removing friction from the advice process. As we continue assessing each workflow across the business, our goal is to apply AI wherever it helps make the experience better — both for brokers and for the customers they serve.”
Robert Sinclair, mortgage industry consultant and former chief executive of the AMI, added: “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.”
