Become a one-stop shop for clients' financial needs

Partner Insights from
First Place winner of Digital Mortgage 2023 Innovation in the Spotlight.

Expand what's possible for a lender: Keep your client within your service ecosystem by meeting all their needs. With direct integration to the Internal Revenue Service that has been approved by Freddie Mac, Halcyon provides lenders with tax transcripts and data to provide a loan, an RIA referral or digitally prepared tax returns.

It starts with efficient, cost-effective loan origination. Halcyon Tax Transcripts help you cut closing costs and decrease turnaround times to close loans faster than the traditional methods. Through a proprietary and direct integration with the IRS, you can retrieve transcripts for your borrowers for less cost per loan, receive the data faster and in a consumable format with no OCR.

But that's just the beginning. Learn how Halcyon can help you continue to:
  • enhance value by being more attentive to client needs and make your business recurring instead of transactional
  • innovate with data to Identify client needs and opportunities using artificial intelligence and data analytics
  • reduce expenses by avoiding expensive marketing and lead generation efforts that promote irrelevant offers