Mortgage & Finance

Win clients.
Close loans faster.
With video & AI.

Record rate updates and send personal pre-approval videos that win clients — then let your AI agent research borrower leads, follow up, and update your CRM automatically. One platform to build trust, cut cycle time, and fund more loans.

No credit card required

Mortgage & finance companies that trust us:

What you get

Two ways to fund
more loans

Dubb Sales Studio · Video
01

Stand out from the rate shoppers

When every LO is competing on rate, video makes you the memorable one. Borrowers pick the officer they feel a connection with — and a 60-second video gets you there before a phone call ever does.

02

Build trust through every rate swing

Rate anxiety kills deals. Personal video updates walk borrowers through market changes, explain options clearly, and keep them committed when rates move — so your locked loans stay locked.

03

Close faster, with fewer emails

Replace back-and-forth email chains with one clear video update. Borrowers get answers in minutes instead of days. Your pipeline moves. Your close-to-app ratio climbs.

Dubb Sales Agent · AI
01

Fill your pipeline

Your AI agent finds and researches borrower leads and referral partners, verifies their contact info, and reaches out for you — so your pipeline fills without the cold calling.

02

Never lose a borrower

Every morning the agent checks your inbox and CRM, drafts personal rate updates and follow-ups in your voice, and nurtures leads until they apply — so no one goes cold.

03

Your CRM, handled

The agent logs every touchpoint, updates loan stages, and books consultations straight to your calendar — all from a single conversation in Slack.

Integrations

Works with the
tools you already use

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

Get a free account
HubSpot
Gmail
LinkedIn
Salesforce
Slack
Zapier
Zoom
Outlook
ActiveCampaign
Calendly
HighLevel
Mailchimp
Mailchimp Alt
Marketo
Microsoft 365
SendGrid
Twilio
Constant Contact
Chrome
Facebook
Messenger
How it works

From pre-approval
to close in three steps

Record a personal update
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.

Video tracking in real time
Activity feed and analytics
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.

D

Dubb AI

Active now

Hey! borrower@gmail.com just revisited your 30-yr fixed rate page and spent 4 min comparing loan options. 🔥
I drafted a personalized rate breakdown video. Want me to send it?
✓ Yes, send itEdit first
Yes, send it!
✅ Video sent · CRM updated · Follow-up scheduled for Thu 9amApplication probability: 87%
Message Dubb AI...
01

Dubb listens

Connect Slack. Dubb monitors rate inquiries, borrower conversations, and CRM context in real time.

02

Dubb acts

It drafts personalized rate and loan explainer videos, updates your CRM, schedules follow-ups, and reaches out to borrowers and referral partners — automatically.

03

You close

Consultations land on your calendar. Your loan officers spend 100% of their time with serious borrowers, not busywork.

The World's Top Sales Pros Run on Dubb

Become part of the Dubb community

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

Dubb is the best way to communicate with your borrowers and referral partners.

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.

Ruoff Mortgage

"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 out-rate the competition — they out-connect them. Jason Forrest uses Dubb to build trust at scale and keep his pipeline flowing, even in tight markets.

Human Performance

"I saw 150% year-over-year growth after implementing Dubb into my outreach strategy."

Jason Forrest

Sales Trainer & Author, Human Performance

Awarded by the top review sites

G2 Best Results
Chrome Top Rated
App Store
Sourceforge
G2 Leader
G2 High Performer
TrustRadius
G2 Users Love Us
Get started

Your next deal is already in your pipeline.

Record a video that builds trust, and let your AI agent find the lead, follow up, and book the meeting. You just show up and close.

  • No credit card required

  • 7-Day Free Trial