Louie Santiago

About Louie

Operations, data, and systems specialist with 4+ years running the acquisitions engine for a Texas-based real estate investment firm and building the tools that engine runs on. Owns campaign strategy, data hygiene, CRM administration, financial reporting, and process documentation end-to-end, and builds custom AI-integrated web applications when spreadsheets and off-the-shelf software fall short. Comfortable operating with full autonomy: every process is documented well enough to hand off, and every tool is built to outlast the person who built it. Track record of finding and recovering revenue leaks, cutting manual data-processing time, and keeping multi-market operations running without daily oversight.

Skills

Experience

• Freelance Financial Systems & Reporting Consultant 2026 – Present Independent contractor for a UK-based short-term rental property manager (5–8-unit portfolio) | Remote • Custom reporting application: designed and built Pier Ledger, a standalone web application replacing manual spreadsheet reporting — multi-source file uploads with built-in error checking, automated landlord payout calculations, month/year filtering, printable reports, CSV export, and a monthly cost tracker.
• • Multi-platform financial reconciliation reconciles bookings and payouts every month across five data sources (property management system, three OTA platforms, and a payment processor) that do not natively agree with each other; verified and codified the real commission and fee structure for every platform, replacing guesswork with confirmed rates.
• • Revenue-leak detection: identified $3,800+ (£3,035) in confirmed bookings that were being paid out but never recorded in the primary system — revenue that would otherwise have gone untracked.
• • Data integrity & process alignment: untangled a year of historical unit-naming errors that had mismapped listings across the portfolio, correcting every booking to the right physical unit and the right owner; aligned the full reporting workflow to the client's actual payment schedule with a built-in due-date countdown.
• Executive Assistant — Operations, Data & Research 2021 – 2026 Texas-based real estate investment firm (land, distressed property & industrial acquisitions) | Remote • Campaign engine built and ran 40+ direct-to-seller acquisition campaigns end-to-end — county data pulls, list cleaning and deduplication, offer pricing, skip tracing, multi-round mail merges, ringless-voicemail drops, SMS batches, and CRM launch.
• • Automation tool-building: designed and built a custom web application that automates the acquisition data pipeline across 36 Texas counties — CSV ingestion and 14-step standardization, list scrubbing, an industrial-property scoring and tiering engine, AI-assisted (Claude API) property verification, US Census address verification, and one-click Excel/CSV exports — replacing a manual, spreadsheet-driven process and improving targeting accuracy across land, distressed- property, and industrial channels.
• • Market research: completed 45+ MLS pricing studies across 20+ Texas markets; produced ZIP-group price-per-acre tiers used to generate offers on tens of thousands of parcels.
• • CRM & transactions: administered Podio and Excel CRM systems; managed deal files for 60+ properties under negotiation or contract, including purchase agreements, TREC contracts, and addenda.
• • SOPs & training: authored the company playbook — acquisition SOP flowcharts (Visio), new-hire training guides, intake checklists, seller-call scripts, and CRM/phone-system documentation.
• • Back office: tracked print-vendor invoices, merge proofs, and receipt and inventory logs (2022–2026); managed multi- market mail schedules across concurrent campaigns.
• • New programs: stood up research infrastructure for distressed-property and industrial acquisition channels — scoring templates, market lists, calculators, and researcher training.
• • AI workflows & hiring support: built reusable ChatGPT and Claude prompt libraries and AI-assisted research pipelines; curated the team's internal AI resource library; maintained hiring documents and interview materials for acquisitions and lead-generation roles.