Mortgage & Finance

Win more borrowers.
Fund more loans.
Do less busywork.

Record rate updates, loan explainers, and pre-approval videos from your phone or desktop in seconds. Every video lands on a branded page that tracks who watched, who clicked, and who's ready to apply. Then hand the busywork to your AI agent: it researches borrower leads, follows up, and keeps your CRM current while you close. One platform to build trust, cut cycle time, and fund more loans.

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Mortgage & finance companies that trust us:

What you get

Two ways to fund
more loans

Dubb Sales Studio · Video

Stand out from the rate shoppers

When every LO competes on rate, video makes you the memorable one. Borrowers pick the officer they connect with.

Build trust through every rate swing

Personal video updates walk borrowers through every rate move and keep them committed. Locked loans stay locked.

Close faster, with fewer emails

Replace email chains with one clear video update. Borrowers get answers in minutes and your pipeline keeps moving.

Dubb Sales Agent · AI

Fill your pipeline

Your AI agent finds borrower leads and referral partners, verifies their info, and reaches out for you.

Never lose a borrower

Every morning it checks your inbox and CRM, drafts rate updates in your voice, and nurtures leads until they apply.

Your CRM, handled

It logs every touchpoint, updates loan stages, and books consultations to your calendar, all from Slack.

Integrations

Works with the
tools you already use

Connect Dubb to your LOS, CRM, and email in minutes. 3,000+ integrations via Zapier, with HubSpot, Salesforce, Mailchimp, and more ready out of the box.

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How it works

From pre-approval
to close in three steps

Step 1

Record a video

Use the Dubb website, desktop app, mobile app, or Chrome Extension to record rate updates, pre-approval explanations, and status check-ins in seconds. No editing needed.

Step 2

Send it anywhere

Share by email, SMS, or LinkedIn. Your video lands on a branded page with a clear call-to-action: schedule a call, submit docs, or reply.

Step 3

Track & follow up

See who opened, who watched, and who clicked. Follow up at the perfect moment so every borrower moves from application to funded loan.

Dubb Sales Agent

And your AI agent does the rest.

Connect Slack and Dubb's AI agent researches borrower leads, sends rate videos, updates your CRM, and books consultations automatically. You just show up and close the loan.

Dubb AI

Active now

Morning! I generated your borrower leads in zip code 90024: 24 homeowners ready to refinance, each with verified name, email, and phone. 🔥

All 24 are in your CRM. I wrote personalized email copy for each one to get you consultations. Want me to send them?

✓ Yes, send themEdit first

Yes, send them!

✅ 24 emails sent · 5 consultations added to your calendarLoan closed: $450K refi funded 🎉

Message Dubb AI... →

Dubb AI generates

Dubb AI researches and generates targeted borrower and referral partner leads in your market and preps actionable campaigns.

Dubb AI acts

Dubb AI sends personalized emails, updates your CRM, and schedules follow-ups that turn leads into consultations.

You close

Consultations land on your calendar. You spend your time on serious borrowers and closing loans.

Over 120,000 Sales Professionals Run on Dubb

Become part of the Dubb community

Start your 7-day free trial

Generated Sales

$1B+

Client Revenue

Average Growth

150%

Sales Increase

Integrations

3,000+

apps & platforms

Dubb Users

120K+

powering sales daily

5-Star Reviews

1,000+

G2, Chrome & App Store

Why it works

Video is the fastest way to earn trust

Your borrowers get rate quotes from five loan officers. They get a personal video from one.

A 60-second personal video gets more attention than any email ever will. People close loans with officers they know and trust. Video gets you there fast.

"Dubb makes me the most memorable loan officer my clients have ever worked with."

Ryan Miracle

Mortgage Advisor, Ruoff Mortgage

Grow your pipeline

Increase year-over-year growth by 150%

Top producers don't win on rate. They win on connection. Jason Forrest uses Dubb to build trust at scale and keep his pipeline flowing, even in tight markets.