Practical Solutions for Better Client Retention & Financial Visibility

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IRS Tax Transcripts

  • Close loans faster and for a fraction of the cost when you use Halcyon to pull your borrowers tax transcripts during the loan origination process.



RIA Advisory Services

  • Provide your clients full financial services with an RIA partnership. 



Tax Preparation

  • Offer tax prep services to your borrowers for targeted lead generation and a stress-free tax season for them.