Chartwell Mortgage Services is replacing its Lifecycle 360 customer relationship management system with JammJar’s AI-powered mortgage operating platform.
The broker said the technology would be used by advisers and support staff to manage clients, progress cases and oversee business operations.
JammJar combines artificial intelligence, workflow automation and business data tools. The company said the platform was intended to reduce administration, support compliance and give advisers more time with clients.
Chartwell’s adoption follows JammJar’s announcement that it is preparing to onboard six mortgage firms over the coming weeks.
The technology provider is also due to demonstrate the next version of its platform during a free online webinar at 11am on Thursday, September 17.
The demonstration will cover enhanced AI capabilities, configurable workflow automation, AI agents, further Microsoft and iPipeline integrations, and a redesigned customer experience.
Scott Howitt, sales director at Chartwell Mortgage Services, said: “The mortgage market is changing rapidly and we believe firms need technology that does much more than record customer information.
“We wanted a platform that could genuinely help us work smarter, automate repetitive tasks and give our advisers more time to spend with clients.
“After reviewing the market, it became clear that JammJar isn’t simply another CRM. It’s an AI-powered operating system that has the potential to reshape the way we run the business, and we’re excited to be part of that journey.”
Karl Griffin (pictured), chief executive and co-founder of JammJar, added: “The firms that will lead the mortgage industry over the next decade won’t simply have better CRMs – they’ll operate in a completely different way.
“Chartwell has recognised that the real value in AI isn’t as an add-on to existing software. The real value is when AI powers the operating system that sits at the heart of the business.
“By replacing a legacy CRM with JammJar, they’re investing in technology that will continually evolve, automate more of the mortgage journey and help advisers spend more time doing what they do best – advising clients.
“We’re seeing more forward-thinking firms move away from asking, ‘Which CRM should we choose?’ and instead asking, ‘How should our business operate in an AI-first world?’
“That’s a fundamentally different conversation, and one we are happy to have with broker firms that are ready to adapt to the next evolution of the mortgage advice market.”
