Contacts & Enrichment

How Contacts Work

When Greenfinch researches a property, the AI identifies people associated with that property — building owners, property managers, facility managers, leasing agents, and other decision-makers. These contacts appear on the property detail page.

Contact information is gathered from multiple sources: county ownership records, company websites, business directories, professional profiles, and commercial data providers. Greenfinch cross-references these sources to build the most complete and accurate contact record possible.

Contact Types & Status Indicators

Each contact in Greenfinch carries two layers of visual information: a contact type badge and enrichment status icons.

Contact Type Badges

Each contact is classified as one of two types, shown as a small badge on the contact card:

• Person (blue badge) — An identified individual with a name, title, and potentially direct contact information. These are the highest-value contacts for outreach because you can address them by name and reference their specific role.
• Office (gray badge) — A general contact point such as a management company main line or front-desk entry. Useful as a fallback when no individual contact has been identified.

The contact type badge is visible both in the preview state (before revealing) and in the full revealed view.

Enrichment Status Icons

Next to every contact — even before you reveal them — Greenfinch shows small icons that indicate what contact data has been discovered and how reliable it is. These are the primary signals to use when deciding which contacts to reveal first:

• Email icon
  • Green check — Email found and verified as deliverable.
  • Amber triangle — Email found, but the domain accepts all addresses (catch-all), so deliverability is not guaranteed.
  • Amber question mark — Email found but not yet validated.
  • Red X — Email found but known to be invalid or undeliverable.
  • Gray X — No email discovered for this contact.
• Phone icon
  • Green check — A direct or mobile number is available.
  • Amber question mark — Only an office/general line was found, no direct number.
  • Gray X — No phone number discovered.
• Business profile icon
  • Green — A LinkedIn or professional profile has been matched and linked.
  • Gray — No profile found.

These status icons update as enrichment completes. Use them to prioritize high-confidence contacts before spending credits.

Contact Roles

Greenfinch assigns a role to each contact based on their relationship to the property:

• Property Manager — Manages the property on behalf of the owner. Often the primary decision-maker for service contracts.
• Facilities Manager — Handles day-to-day building operations. Key contact for maintenance and service agreements.
• Owner — The beneficial owner of the property. May or may not be involved in vendor selection.
• Leasing — Handles tenant relationships. Relevant for services that affect tenant experience.
• Other — Associated with the property but in a non-standard role.

Contacts are sorted by relevance, with property managers and facility managers appearing first.

Property Manager & Owner Intelligence

Every Greenfinch plan — including Starter — surfaces property manager and owner information for each property. You can see the management company name, ownership entity, and associated contacts without upgrading.

Access to decision-maker contact details (emails, phone numbers, and direct contact records for individuals) requires a Pro or higher plan. This two-tier approach lets you verify that a property has a known decision-maker before committing to a Pro plan, reducing the risk of upgrading for properties that turn out to have thin contact coverage.

• Starter — Property manager and owner entity visible; individual decision-maker contacts are gated.
• Pro+ — Full access to decision-maker contacts, including reveal, Deep Research, and Contact Strategy Brief.

Revealing Contacts & Credits

Before revealing, you can see a contact's role, title, type (Person or Office), and enrichment status icons showing whether email, phone, and LinkedIn data has been found — but the actual values are hidden. Use these signals to decide which contacts are worth revealing before spending credits.

To reveal a contact:

1. Click the Reveal button on an individual contact, or
2. Use Reveal All to reveal all contacts for a property at once.

Each reveal costs 2 credits. Once revealed, the contact's full details (name, email, phone, LinkedIn) are permanently available to everyone in your organization.

Revealed contacts appear in your Contacts list, where you can search, filter, and organize them regardless of which property they were originally associated with.

Deep Research (Pro+)

Deep Research is a Pro+ feature that runs a deeper agentic research pipeline on a contact or property to find more complete contact information — specifically emails and phone numbers — with higher confidence than standard enrichment.

Standard research captures information that is readily available across public sources. Deep Research goes further: it reasons across multiple sources, follows indirect signals, and surfaces contact details that standard enrichment misses. The result is a more complete record with confidence scores for each discovered piece of information.

When to use Deep Research:

• Standard enrichment returned no email or phone for a high-priority contact.
• You need a direct line or personal email rather than a general office contact.
• You are preparing for an important outreach campaign and need higher data confidence.

Deep Research costs credits and is charged at reveal/research time. It is available on Pro and above. Starter plan users will see the option but will be prompted to upgrade.

Strategic Selling Tools / Contact Strategy Brief

The Contact Strategy Brief generates a tailored outreach plan for a property or contact — summarizing the decision-making structure, recommended contact order, suggested messaging angles, and timing considerations based on property type, ownership profile, and available contact data.

This is part of Greenfinch's Strategic Selling Tools suite, designed to shorten the time from research to first meaningful conversation.

Plan availability and monthly quotas:

• Starter — 1 Contact Strategy Brief per month.
• Pro — 5 Contact Strategy Briefs per month.
• Team — Unlimited Contact Strategy Briefs.

Generating a brief spends credits and counts against your monthly quota. Quotas reset at the start of each billing cycle. If you reach your quota before the cycle resets, you can upgrade your plan or wait for the reset.

Email Verification

Greenfinch automatically verifies email addresses after discovery. The verification status is shown as an icon next to the email:

• Valid (green check) — The email address has been verified as deliverable.
• Catch-all (amber triangle) — The domain accepts all emails, so we cannot confirm the specific address. Often still works but has lower certainty.
• Unvalidated (amber question mark) — The email address was found but has not yet been verified for deliverability.
• Invalid (red X) — The email address bounced or was rejected by the mail server.

Focus your outreach on contacts with Valid email status for the highest deliverability.

Phone Number Lookup

Greenfinch surfaces phone numbers from multiple sources:

• Direct line — A phone number associated directly with the individual contact (direct dial or mobile).
• Office line — A general building or company phone number. Shown with an amber indicator so you know it is not a direct line.

If initial research does not find a phone number, you can trigger a Phone Lookup which runs an additional search specifically for phone numbers. This uses 10 credits.

Job Change Detection

Commercial real estate contacts change jobs frequently — property managers move between firms, facility managers get promoted, and ownership entities restructure. Greenfinch monitors for these changes:

• "May have changed jobs" (amber warning icon) — Greenfinch has detected a signal that this contact may no longer be in the role associated with this property. The signal comes from employer mismatches between our data sources. The contact information may still be accurate, but the relationship to this specific property should be verified.
• "Former" — The contact has been confirmed as no longer associated with this property. The contact card is dimmed and sorted below active contacts.

Job change signals are visible even before revealing, so you can factor them into your decision about whether to spend credits on a contact.

Your Contact Rolodex

All contacts you have revealed appear in the Contacts section of the sidebar. This is your organization's contact rolodex — every person your team has invested credits in.

The contacts list supports:

• Search — Find contacts by name, email, title, or employer.
• Filters — Filter by email status, title, associated organization, or whether they have valid email/phone/LinkedIn.
• Sort — Sort by name, property count, or date added.
• Bulk actions — Select multiple contacts to add to lists, trigger phone lookups, or export.

The contact detail page shows every property a contact is associated with, their organization affiliations, communication history, and enrichment records.