Through the partnership, advisers and administrators at Purplebricks Mortgages will gain access to JammJar’s AI-powered platform, designed to streamline administrative tasks, automate compliant follow-ups and support consistent, high-quality communication throughout the mortgage process.
The platform brings together multiple tools in one system, including case management, compliance tracking, customer communication, call transcription, follow-up automation and document validation. The technology also converts call recordings into structured fact-finds to help advisers maintain accurate records while reducing manual input.
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.”
Developed by technology professionals with backgrounds in financial advice, JammJar uses artificial intelligence to automate everyday tasks while ensuring compliance and consistency. The system enables advisers to handle complex workloads efficiently and focus on meaningful, human interactions with clients.
Karl Griffin, CEO and co-founder of JammJar, commented:
“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.
“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.”
The collaboration reflects a broader trend within the UK mortgage market towards adopting AI-driven solutions that improve adviser productivity, streamline compliance and enhance the overall customer experience.
