The brokerage has migrated from Lifecycle 360 to JammJar, which combines artificial intelligence (AI), workflow automation and business insights to support advisers and case management.
Chartwell Mortgage Services has replaced its existing customer relationship management (CRM) platform with JammJar’s AI-powered operating system.
The brokerage has migrated from Lifecycle 360 to JammJar, which combines artificial intelligence (AI), workflow automation and business insights to support advisers and case management.
JammJar said the platform is designed to help firms streamline administration and strengthen compliance.
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, said: “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.”
He added: “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.”