1
Performance Overview
Matched 4-month cohort · Before vs With JammJar · Full period: 253 days
Mortgage Applications
438
▲ +92%
vs 228 pre-JammJar (4-month cohort)
Days to Application
5.8
▼ −84%
vs 37.2 days in Jul 2025
Cases Tracked
2,353
▲ +239%
vs 694 pre-JammJar (253-day period)
Portal Completion
44.6%
▲ 4.5×
vs ~10% on legacy email-PDF portal
Applications, Leads & Response Time · Monthly Trend
Jul 2025 excluded from averages. The month before go-live saw 171 applications — 3× the steady-state average — consistent with pre-migration backlog clearance. Full data visible in the chart and Data Explorer.
Applications per Month · Before vs After
Before (Jan–Jun 25)
57/mo
After (Aug 25–Mar 26)
109/mo
Active Pipeline State
329 cases actively progressing (JammJar) vs 52 legacy
2
Pipeline Funnel Analysis
Matched 4-month cohorts — equal maturation time for both periods
+386%
Cases Created
228 → 1,109
+108%
Reached DIP
228 → 475
+92%
Reached Application
228 → 438
Funnel Comparison · Absolute Volumes
Funnel Stage Breakdown · With JammJar
Visual Funnel · Before vs With JammJar
Before JammJar
With JammJar
The lower conversion percentage with JammJar (e.g. 39.5% reached application vs 100% before) is expected. The legacy system only recorded cases already at submission — it was a record-keeping tool, not a pipeline manager. JammJar tracks from first enquiry, so early-stage cases reduce the conversion % while absolute throughput rises dramatically.
3
Applications & Lead Volume
Housebuilder referral leads vs mortgage application output · Jan 2025 – Mar 2026
−21%
Leads per month
238/mo → 187/mo
+91%
Applications per month
57/mo → 109/mo (excl. Jul)
+113pp
Conversion spread
Doing more with less
881
Total applications
+50% vs 587 pre-JammJar
July 2025 (Jul*) is shown in the chart but excluded from monthly averages. With 171 applications — vs a 57/month steady-state — it reflects pre-migration backlog clearance, not operating performance. Excluding it aligns the monthly analysis with the +92% figure from the matched 4-month cohort.
Monthly Leads vs Applications · Full Period
Quarterly Breakdown · Leads vs Apps
Monthly Average Comparison
Applications / Month
Before (Jan–Jun 25)
57
After (Aug 25–Mar 26)
109
Leads / Month
Before (Jan–Jun 25)
238
After (Aug 25–Mar 26)
187
Despite 21% fewer leads, applications rose 91%. This live customer is converting a far higher share of its pipeline.
4
Portal & Adviser Engagement
JammJar customer portal · Digital fact-find adoption and adviser response velocity
Portal Completion Rate
44.6%
▲ 4.5×
vs ~10% on legacy portal
Invites Sent
1,385
618 completed · 767 not yet actioned
Days to Application (Mar 26)
5.8
▼ −84%
vs 37.2 days in Jul 2025
Avg Response (all months)
20.6
days · portal completion → application
Monthly Portal Completion Rate
Days: Portal Completion → Application
Portal Invites Sent vs Completed · Monthly
March 2026 saw the highest ever invite volume (198). Completion rate has held consistently between 35–51% across all months. The digital fact-find replaces what would traditionally be a phone call or face-to-face appointment.
5
Data Explorer
Full monthly dataset · Italic rows excluded from averages
Italic rows indicate months excluded from monthly averages. July 2025 is excluded from pre-JammJar averages due to pre-migration backlog effect (171 applications vs 57/month steady-state). Recent months Jan–Mar 2026 will understate final application counts as cases mature.