Your name, on their fridge for the next ten years.
The average client buys again in seven to ten years. Hand them a maintenance dashboard you set up, and your business name stays with it — on the task and warranty reminders it sends them, for as long as they keep you linked.
Reed Walker
Cascade Peak Realty · (555) 014-2290
Hi Dana,
Your furnace filter is due for a change. It takes a 16x25x1 — same one as last time.
Replace furnace filter
Carrier 58SC Furnace · 16x25x1 MERV 11
Carrier 58SC Furnace
Model 58SCB080 · Installed 2019
Replace furnace filter
16x25x1 MERV 11 · Due in 12 days
Provided by
Sample dataReed Walker
Cascade Peak Realty · Your agent
(555) 014-2290
cascadepeak.example
Sample photo — your own profile photo and branding go here.
On: Carrier 58SC Furnace
Better than a bottle of wine.
Closing gifts get consumed, thrown out, or forgotten by spring. A maintenance dashboard gets opened every time something in their house needs attention — with your name on it.
They see you, not us.
Your logo, name, phone, and website sit on a Provided By card on every asset in the portfolio you hand over at closing, and on the Preferred Pro contact for every task. When something needs doing, you're the name attached to it.
Annual tank flush
Rheem 50gal Water Heater · Preferred Pro task
Reed Walker · Cascade Peak Realty
(555) 014-2290 · cascadepeak.example
You stay in touch without sending anything.
Reminders go out on a schedule built from their actual assets, not a newsletter list — seasonal checklists, warranty expirations, and possible recall alerts. Your business name rides on the task and warranty reminders. Follow-ups you send yourself go out under your own sender name and reply address.
Replace furnace filter
Carrier 58SC
from Reed Walker
Annual tank flush
Rheem 50gal Water Heater
from Reed Walker
Winterize lawn mower
from Reed Walker
It tells you who to call.
Closing-anniversary check-ins and dormant-client alerts surface automatically, each with one-click call, email, and view actions.
Closing anniversary — 3 clients this week
No activity in 180 days — 2 clients
See exactly what your name is doing.
Portfolios gifted, how many clients claimed them, and what they did next: opened their portfolio, viewed your contact card, clicked to call or email you, clicked through to your website, or requested service. The numbers you'd want before renewing — and the ones worth showing your broker.
- Portfolios gifted
- 34
- Claimed
- 29 (85%)
- Opened their portfolio
- 21
- Viewed your contact card
- 14
- Contacted you or requested service
- 6
The gift keeps working after you leave.
Each month MaintFolio checks NHTSA and CPSC recall data against the items in their portfolio with a make and model recorded and flags possible matches. Tasks reschedule from the day they're done. Your branding rides along on all of it.
Recall matching is in beta, and needs the item's make and model number recorded. We flag possible matches based on the make, model and year you've entered — we can't confirm a recall applies to your exact unit. Always confirm with the manufacturer, and don't rely on MaintFolio as your only source for safety recalls.
Your clients stay your clients.
We never sell client data and we never market MaintFolio services to the people you bring in. Your client list is yours. Written into our Privacy Policy and our Terms.
Also included
Your own home — Track your house, vehicles, and gear on the same account, free.
Client list — Every gifted portfolio, claim status, and last activity.
Vendor rolodex — The trades you refer, saved and shareable.
Inspection report import — Upload the PDF and the portfolio builds itself.
Co-branded gift email — One link, they claim it in a click.
Full export — Your client records, any time.
Not a realtor?
For the people who build, inspect, manage, and maintain homes, too.
Maintenance & Service
Your week on one page. Know what to bring, confirm the visit, and take the job from done to paid — with a service record for every house.
Home inspectors
Upload the report you already wrote and the client's portfolio builds itself — every system, model number, and recommended task.
Contractors & builders
Hand over the house, not just the invoice. Plans, permits, warranties, paint colors, and every system you installed — in one place the owner still has in ten years.
Property managers
Every unit's assets, service history, and documents in one place, with per-property portfolios.
Common questions
Who is this built for?+
Realtors, contractors and builders, home inspectors, property managers, and any service pro who wants to stay top-of-mind with clients after the job is done.
What is a co-branded client portfolio?+
A maintenance dashboard for your client with your logo and contact info on it — reminders tied to work in your specialty point back to you as their trusted pro.
Where exactly does my branding show up for the client?+
Your logo, business name, phone, and website appear on a Provided By card on every asset you originated, on the Preferred Pro contact for tasks you set up, inside the Grand Reveal gift email, and on the claim confirmation screen. Whenever the client opens work you touched, they see you.
What are Smart Follow-Ups?+
Your Pro dashboard automatically surfaces two retention triggers: a 1-Year Anniversary check-in (from 14 days before to 30 days after each client's anniversary) and a Dormant Client alert (clients with no maintenance activity in the last 180 days). Each row has one-click Call, Email, and View actions.
What happens if a client removes me as their pro?+
Clients can unlink a sponsored pro from their side at any time. When they do, your Provided By card is hidden from their view, but your originator record is preserved so historical attribution and reports on your side stay intact.
Do I stay attached to the client after they claim their portfolio?+
Yes. Ownership transfers to the homeowner when they claim the gift, but the originator link on each asset persists — your branding stays on the Provided By card and Preferred Pro contact unless the client explicitly removes you.
How does the Grand Reveal handoff work?+
Populate a client's portfolio with their assets, warranties, and schedules, then send a single gift link. They claim it in one click and see everything ready.
Can I import a home inspection report?+
Yes. Upload the PDF and MaintFolio's AI extracts assets, model numbers, and recommended tasks — nested under the property automatically.
Does MaintFolio replace my CRM?+
It complements it. MaintFolio keeps a branded home record for each client, sends seasonal reminders with your name and contact details on them, and lists follow-ups for you to act on. It doesn't manage leads or deals.
Turn one closing into a decade of referrals.
Solo runs $390 a year. One repeat listing covers it for a decade, and it's free for every client you gift it to.
And your own house is free on the same account — see exactly what your clients get.