Purplebricks Mortgages has partnered with technology firm JammJar to overhaul its customer service systems and deliver a more efficient and personalised mortgage process.
The collaboration will see advisers and administrators at Purplebricks Mortgages adopt JammJar’s AI-driven platform, designed to automate routine administration, manage compliance requirements and support clear communication throughout the mortgage journey.
The system’s integration aims to reduce time spent on paperwork and allow advisers to focus more closely on understanding customers’ needs and providing tailored advice.
Developed by technology specialists with experience in financial advice, JammJar’s platform uses AI to support core mortgage operations, including case management, compliance, customer communications and document validation.
AI AUTOMATION
It can also transcribe calls into structured fact-finds and automate follow-up emails to ensure consistent customer contact.
Karl Griffin (main picture), Chief Executive and Co-founder of JammJar, says: “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.”
SCALE AND STRENGTHEN
Robert Nichols, managing director at Purplebricks Mortgages, adds: “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.”