Be more attentive to client needs: make your business recurring instead of transactional.
IRS income & tax transcripts for verification of income that cuts closing costs and decreases turnaround times, with multiple options for data delivery. Come see how we can provide a quicker and better solution for you and your clients to expedite the lending process.
+ Financial Institutions
allied with reputable financial firms everywhere.
disbursed through international partners.
+ Tax Returns
through trusted and automated technology.
+ $Billion of Capital
disbursed through over one million clients.
Halcyon is a great new product and service offering for any financial institution to provide their customers with a complete snapshot of their financial health while providing a state-of-the-art method of tax return preparation using the latest technologies including AI and machine learning.
Halcyon is building the first scalable and intelligent cloud-based platform to usher tax preparation into the digital age. With AI, and the unique ability to bring crowdsourced efficiencies to tax preparation, financial institutions using Halcyon will have a better understanding of their clients while providing a valuable solution to a timeless need.
Halcyon is the only organization that helps financial institutions deepen client relationships, increase repeat business, and reduce customer acquisition costs by delivering clients a modern and mobile-friendly tax preparation service.
Halcyon has solved a major pain point for us in ordering tax transcripts. Our previous 4506C process was frustrating and costly, often resulting in delays due to rejection and reordering additional forms. The efficiencies resulting from Halcyon’s approach will transform the verification process for lenders.
We are thrilled about our partnership with Halcyon. They have been a total game-changer, helping us reduce costs and stress. Their systems are simple, integration was quick and easy, and support has been excellent. We couldn’t be happier with the service we have received so far.
Drawing from my hands-on experience with the Halcyon Stillwater tax transcript product, I can attest to its exceptional efficiency. It not only significantly reduces waiting times compared to the IRS IVES process but also bypasses the known issues with address-based IRS 4506-C rejections. As a mortgage lender, this tool is a game-changer, streamlining our process for self-employed borrowers. The swift data retrieval and user-friendly interface empower us to expedite loan approvals, providing a smoother and faster lending experience for our customers.
A comprehensive way to discern a client’s full financial picture. As well as standardize and streamline the qualified income analysis process.
A central location for clients to safely access tax information and analysis. While achieving financial clarity like never before.
Consolidated portfolio viewing and financial event recognition with the ability to monitor changes to client credit health and debt utilization.