Case Study: How 7e Investments Transformed Loan Management with Domain 6 and Microsoft Dynamics 365 ERP

Virginia-based 7e Investments, a private real estate investment firm with a portfolio valued at over $50 million, is known for its sharp focus on sourcing and analyzing mortgage assets across the U.S. With over 600 deals managed across more than 40 states and a total deal valuation of $100 million, 7e was growing fast—but its systems were not keeping up.

The Growing Pains of Success

As 7e scaled its operations, it faced major operational hurdles:

• Fragmented Systems: Loan management and accounting were handled separately, leading to inefficiencies and double data entry.

• Limited Tools: Their previous accounting system couldn’t meet the demands of a growing portfolio and SEC auditing standards.

• Manual Workflows: Disconnected systems meant internal teams were bogged down by repetitive, manual processes.

It was clear 7e needed a robust, integrated solution to streamline operations and support long-term scalability.

A Strategic Solution: Microsoft Dynamics 365 ERP + Domain 6 Debt Management Accelerator

7e Investments found its ideal technology match in Microsoft Dynamics 365 ERP. But what truly completed the picture was the Debt Management Accelerator by Domain 6 – a solution tailored specifically for loan management and built directly on top of D365 ERP.

Key Benefits Realized

With this new ecosystem in place, 7e quickly began to see measurable benefits:

• Process Automation: Tasks like managing amortization tables, toggling loan statuses, and tracking non-performing loans were all automated.

• Scalability: Centralized systems allowed 7e to manage a growing loan portfolio without increasing administrative workload.

• Operational Efficiency: With minimal manual data entry, teams could focus on high-value work. Automation of loan stages streamlined operations even further.

• Advanced Reporting: Built-in reporting tools in Dynamics 365 – along with future Power BI integration – gave 7e deeper insights, faster.

Why Domain 6?

Domain 6’s rapid implementation model made it possible to get 7e up and running quickly, even with complex customizations. The real estate expertise of the Domain 6 team helped align 7e’s processes with best practices while setting the stage for long-term growth.

Plus, Domain 6 remains a close partner to 7e, supporting ongoing improvements and evolving the ERP environment as business needs change.

Looking Ahead

7e Investments is not slowing down. On the horizon:

• Gradual Expansion: Continued automation and deeper Power BI integration to strengthen business intelligence.

• AI Innovation: Exploring Microsoft Copilot for AI-driven automation and predictive decision-making.

Facing similar challenges with fragmented financial processes or manual loan management?

Let’s talk.
📩 sales@domain6inc.com

Download the case study here.