Frequently Asked Questions

Commercial and multifamily property: offices, retail, industrial and warehouse space, hotels, healthcare, apartment buildings, mixed-use and special-purpose property, public and institutional buildings, and the common grounds that homeowner and condominium associations look after. Single-family homes are not included. Every property is labeled with its type and use, so you can filter to the ones your service fits.

We add coverage county by county across the U.S. The pricing page shows how many properties and contacts we hold today. In the app, click a county on the map to request coverage where you work.

Property records start from county public records: parcel ownership, land use, building details and assessed values. We then research each property with AI to confirm what it is, who owns it, and which firm manages it.

We read each county's own land-use and class codes together with the buildings on the parcel and who owns it, and assign a type and use with the help of AI. Fixed rules then check every result. For example, a single-family home is never listed as a prospect.

Contacts come from several contact-data providers and from AI research on the public web. Each email shows whether it has been checked: verified, not yet checked, or undeliverable. We look for the people who decide about a property, such as property managers, facility directors and owners, not only the entity named on the tax record.

The owner holds legal title to the property, often through an LLC or holding company. The manager is usually a separate firm or person hired to run the property day to day, including tenants and vendor contracts. Greenfinch shows both, so you can reach the right person for your service.

Yes. A firm's page lists the properties we hold that it owns or manages, and a contact's page lists the properties that person is connected to. One relationship can lead you to several properties.

It tracks each prospect through seven stages: New, Qualified, Attempted Contact, Active Opportunity, Won, Lost and Disqualified. You can add notes and put properties on lists. Lists come with every paid plan, the pipeline board starts on Pro, and lists shared with your whole team start on Team. The pricing page shows what each plan includes.

Yes. The web app works in a phone or tablet browser, so you can search properties, review contacts and update your pipeline on the go. There is no separate mobile app.

Yes, on the Team plan and above. An organization admin sets this up on the Integrations page in the app, which is in beta. Our Zapier app can send each qualified lead to your CRM. In HubSpot, for example, a lead arrives as a contact, a company and a deal. Zapier can also report won and lost deals back to Greenfinch. During the beta the Zapier app is available by invitation, so ask your Greenfinch contact. Leads can also go straight to your own systems by webhook. The developer documentation explains how each delivery is counted.

Yes. Enterprise plans include the REST API and the MCP connector. The REST API lets your own software search, read, unlock and reveal properties, contacts and firms. The MCP connector gives AI assistants such as Claude and ChatGPT the same search, research, list and pipeline tools a person has in the app. Both use API keys that an organization admin creates in the app. Each key carries scopes, which decide what it can do. On a Team plan, keys can use only the integration scopes: receiving qualified leads by webhook, reading one lead at a time, reporting deal outcomes, syncing customer accounts, reading events, notes, lists and property records, and managing lists. Access is checked against your plan on every request, so an upgrade or downgrade applies to the next call. See Authentication for every scope.

Looking and taking are counted differently. A person reading a property, a firm or a person in the Greenfinch app is using what your plan or geography license already paid for, and is not rationed. A record delivered to a program, over the REST API, through the MCP connector, to a webhook or through Zapier, is a taking. Each Enterprise order states a records allowance: how many distinct records your programs may take in a billing period, counted once per record across all of those routes. Search results never count toward it, and a record taken under the allowance costs no credits. The allowance limits how much may leave, never what you may see. The app and the API both show how much of it is left in the current billing period. See Limits and errors.

The developer documentation is under Resources, then Developers, at /developers. It covers the record fields, the REST API, the MCP connector, authentication and API keys, and limits and errors.

Your lists and pipeline live in the app, so your prospecting work does not need to move anywhere. On the Team plan and above, an organization admin can download the customer accounts your organization uploaded, as a CSV file. To connect Greenfinch to other systems, use the CRM integrations or the API above. If you need a copy of your data, for example when leaving Greenfinch or for a privacy request, email support@greenfinch.ai.

Create an account at greenfinch.ai. Each organization can start one free 7-day trial, with no credit card. The trial opens the full product and includes trial credits. When it ends, choose a plan on the pricing page. Nothing is charged unless you do. Enterprise plans are priced by county; contact sales from the pricing page.

Yes. It is arranged with our team and is separate from the 7-day trial. For a limited time it opens full Enterprise access in a small number of counties, so you can see every property and contact we hold there before you buy. Unlocking a property in those counties is free during the trial; research still uses credits. Each organization can have one Enterprise trial.

Credits pay for revealing contact details and running research. Unlocking a property costs 10 credits and includes every contact on that property. On an Enterprise plan, unlocking a property in a county your plan covers is free. Revealing one contact that no unlocked property covers costs 5 credits. A Deep Research run costs 10 credits, and drafting an intro email from a contact's conversation strategy costs 5 credits per draft, from Pro up. Once unlocked, a contact stays available to your whole team at no extra cost. Starter, Pro and Team include a monthly credit allotment per user, shown on the pricing page. Unused included credits roll over, but your included balance never goes above one billing period's allotment. Each renewal tops it back up to that amount. At zero credits, the action is declined; there is no automatic overage charge. Paid Pro plans and above can buy add-on credit packs.

Deep Research is a longer AI research run on one contact. It looks harder for a direct email address and phone number, and writes a conversation strategy for reaching that person. Each run costs 10 credits, so it is best kept for prospects where direct contact details matter. The pricing page shows which plans include it.