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The latest in Halcyon News below! 

Halcyon Announces Partnership with SettlementOne Data

April 2, 2024 - Halcyon announced a new partnership with SettlementOne Data utilizing their innovative IRS 8821 income verification tool, marking a significant step forward in mortgage processing efficiency and accuracy. This strategic partnership utilizes the widely recognized IRS 8821 form, modernized by Halcyon to provide unsurpassed speed, accuracy, and flexibility.

Halcyon & Xactus Announce Strategic Partnership to Revolutionize Income Verification Process for Lenders

March 18, 2024 - Halcyon, a cutting-edge fintech provider of tax transcript solutions with GSE reps/warrants for both income verification and qualification announced its verifications are now available to lender customers of Xactus, a leading verification innovator for the mortgage industry.

Gateless Announces Partnership With Halcyon Leading Provider of Tax-Transcript Solutions

January 23, 2024 - Gateless, a visionary mortgage technology company focused on transforming the mortgage origination process using real-time, intelligent automation, announced a new partnership with Halcyon. This partnership and integration will give Smart Underwrite®, the Gateless flagship product, the ability to automatically consume and evaluate tax data sourced and delivered by Halcyon. 

Halcyon Announces First of its Kind RIA Services Integration with Encompass Partner Connect

January 4, 2024 - Halcyon, a company that helps lenders strengthen borrower relationships and uncover new revenue streams, announced today that their Registered Investment Advisor (RIA) Offering is now available through Encompass Partner Connect™ by ICE Mortgage Technology®, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure. Read the full story here.

Halcyon Software Unveils Innovative Solution Integrated with Freddie Mac Loan Product Advisor 

December 8, 2023 - Halcyon Software, a prominent player in the financial technology sector, is excited to announce the launch of its cutting-edge Tax Transcript Income Verification product, engineered to seamlessly integrate with Freddie Mac Loan Product Advisor® (LPAasset and income modeler (AIM). This innovative solution expedites income calculation and documentation and much more

TMC Emerging Technology Fund LP Invests in Halcyon

October 11, 2023 — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) has made its latest investment in Halcyon. Halcyon’s suite of services provides financial institutions with a 360-degree financial relationship with its customers by affordably expanding their offerings to include investment advisory, IRS transcripts and tax preparation services. 

Halcyon - Digital Mortgage 2023 Winner of the Innovation Challenge 

October 6, 2023 - Halcyon is the proud winner of the Innovation Challenge at Digital Mortgage 2023! Its API integration with the IRS provides tax transcripts for less than the average cost of traditional methods, with a quicker turnaround time, R&W from GSEs, and is delivered via PDF & digital format. Plus, with an option for online authorization by your borrower, ensure access to transcripts even if the government shuts down.

Halcyon & Freddie Mac Partnership Brings VOI Innovation to Lending Market 

August 2, 2023 - Halcyon, an innovative technology company specializing in advanced data integration, proudly announces they are officially a Freddie Mac Loan Product Advisor® (LPASM) asset and income modeler (AIM) service provider for income verification. Halcyon, via its direct IRS integration, is providing a subset of tax transcript data to AIM to calculate qualified income for LPA's risk assessment, further driving workflow efficiency and providing increased confidence in the quality of the data.

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows

July 19, 2023 - Halcyon, an AI fintech firm renowned for its expertise in sophisticated data integration, has joined the OpenFin ecosystem and unveiled a transformative solution on the OpenFin platform, the operating system for enterprise productivity. Halcyon has initiated a pioneering integration that unifies potent tax preparation insights with a state-of-the-art desktop experience.

Halcyon Announces Partnership with ICE Mortgage Technology to Provide Revolutionary Software Integration that Enhances Client Relationships through Tax Transcripts Verification

May 9, 2023 Halcyon, a company that provides income verification services, announced today that their integration is now built on the latest Encompass Partner Connect™ API Platform and available through ICE Mortgage Technology®

Halcyon collaborates with Freddie Mac to introduce leading-edge income verification solution

April 3, 2023 - Halcyon, an innovative technology company specializing in advanced data integration, proudly announces a new partnership with Freddie Mac. This collaboration leverages Halcyon's direct IRS integration to support Freddie Mac's income verification solution in Loan Product Advisor® (LPASM).