Portfolio Companies

About Our Portfolio Companies


Capacity is an AI-powered support automation platform that connects your entire tech stack to answer questions, automate repetitive support tasks, and build solutions to any business challenge.


Clever helps people make smarter real estate decisions and save money. By negotiating discounted rates with top-producing agents nationwide, Clever makes it easy to find an agent that’s right for you.


Maxwell utilizes world-class software experts to build solutions that will help lenders gain efficiency, streamline their processes, and focus on high-value work to grow their businesses

Home Lending Pal

Home Lending Pal gives you access to the same information that underwriters use to evaluate your loan application. You can shop for homes, see how likely you are to be approved, how long it will take to get approved, and what the interest rate of your home should be.

rebel iQ (FKA leadPops)

rebel iQ helps you generate more, better-qualified leads for your mortgage, real estate, or insurance business. Driving traffic and clicks from your website is important, that’s where rebel iQ can help.

Willow Servicing

Willow Servicing is an interim servicing software that streamlines the collection and processing of mortgage payments. With Willow, borrowers are sent timely notices and provided with a digital platform to view their loan’s information and make payments. 


TRAiNED leverages automation and AI so you don’t have to. Their AI software MORI (Mortgage Origination Responsible Intelligence) reads, validates, and cross-references AI trained documents on a loan file. This cuts down manual processes and tedious tasks to help you produce more, manage your time, and save money – all with 99% accuracy. 


Prior to Halcyon, financial firms were missing the insight needed to economically promote relevant and pre-approved client services. Halcyon’s mission is to help financial institutions, tax professionals, and the people they serve work better together.