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Offer Wizard

6
Animated guideOffer Wizard · DocuSign
Sign an offer using DocuSign (no co-buyer)
Wizard
Submit to DocuSign
Review Document
Yellow tab
1Finish the Offer Wizard and open the Review screen.
Animated guideOffer Wizard · Google
Sign an offer using Google eSignatures
Wizard
Submit with eSignatures
Google sign-in
Buyer Signature
3/3 ✓
1Finish the Offer Wizard and open the Review screen.
Animated guideOffer Wizard · Google
Sign an offer using Google eSignatures with a co-buyer
Co-Buyer
Submit with eSignatures
Offer · Add · Cont
Email invite
6/6 ✓
1Add your co-buyer's name and email in the wizard.
Animated guideOffer Wizard · DocuSign
Sign an offer using DocuSign with a co-buyer
Co-Buyer
Submit to DocuSign
2 emails
Review Document
Finish
1Add your co-buyer's name and email in the wizard.
Animated guideOffer Wizard
Downloading your Offer PDF
Wizard
Review
Download PDF Package
Saved ✓
1Finish filling out the Offer Wizard.
Animated guideOffer Wizard · Basics
How to fill out an offer using the Offer Wizard
Offer Wizard
Buyer Info
Offer Terms
Contingencies
Review & Submit
1Open the Offer Wizard from the toolkit.

CMA

4
Animated guideCMA Toolkit · Single-Family
Run a CMA for a single-family home
CMA
Enter MLS# or address
Single-Family
Comparable sales
Market verdict
1Open the CMA tool from the toolkit.
Animated guideCMA Toolkit · Condo
Run a CMA for a condo
CMA
Enter MLS# or address
Condo
Unit sales
Market verdict
1Open the CMA tool from the toolkit.
Animated guideCMA Toolkit · Multi-Family
Run a CMA on a multi-family
CMA
Enter MLS# or address
Multi-Family
Multi-fam comps
Market verdict
1Open the CMA tool from the toolkit.
Animated guideCMA Toolkit · Thin Market
Run a CMA when there are few sales nearby
Enter MLS# or address
Expanding radius
Wider filters
¼ mi = double
Market verdict
1Enter the address — a quiet area is fine.

Loans

3
Animated guideLoans · Education
How to compare loan estimates
Loan Estimate
Rate vs APR
Payment + fees
Loan terms
Best total cost
1Ask each lender for an official Loan Estimate — it's a standard 3-page form.
Animated guideLoans · Education
How to choose the right loan program
Mortgage calc
3.5% · 5% · 10% · 20%
PMI
💡 Loan hint
Best fit
1Open the mortgage calculator on any listing to see monthly payments.
Animated guideProfile · Buying Power
Upload preapproval to your profile
Profile
Add Preapproval Letter
Upload
Stronger offer ✓
1Open your Profile from the menu.

Agents

1
Animated guideAgents Directory
Finding the best listing agent
Agents
Type address or ZIP code
Find Top Agents
View Profile →
1Open the Agents page.

Searching

8
Animated guideMA Listings · Buy Search
Create a saved search
MA Listings
Save Search
Name your search
Instantly · Daily
Saved ✓
1Open the MA Listings page and run your search.
Animated guideMA Listings · Map Overlays
Use the flood map filter
MA Listings
Map overlays
Flood
Flood ✓
1Open the MA Listings map and zoom into an area.
Animated guideMA Listings · Map Overlays
Use the school filter
MA Listings
Schools
Districts
Details
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the trails filter
MA Listings
More
Hiking trails
Trails ✓
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the boat access filter
MA Listings
More
Fishing & boating
Access points
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the satellite filter
MA Listings
Satellite
Aerial view
Surroundings
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the commuter rail filter
MA Listings
Commuter rail
Stations
Commute ✓
1Open the MA Listings map.
Animated guideMA Listings · Town Info
Access the town hall card
Town search
Town chip
View Town Hall profile
Town card
1Search a town on the MA Listings page.

Miscellaneous

1
Animated guideProfile · Account
Add a co-buyer to your account
Profile
Invite a Co-Buyer
cobuyer@email.com
Email invite
Co-Buyer ✓ Connected
1Open your Profile from the menu.

Find a local pro

Local pro
Find the best lender in your area
Browse recommended lenders, compare programs, and get preapproved for a stronger offer.
Local pro
Find the best home inspector
Get vetted home inspectors to review the property before you commit.
Local pro
Find the best real estate attorney
Connect with real estate attorneys for contract review and closing.

Browse by topic

Sign In & Google Login

Logging in, Google account issues
Click "Sign in with Google" on the login page, choose your Google account, and you're in. You only need your Google name and email — Agent Optional never reads or sends email from your personal Gmail.

Offer Wizard

Writing, reviewing, sending offers
In the Offer Wizard's review screen, scroll to the bottom-right corner and click "Download PDF Package". The package includes the addendum, disclosures, and all parties' info in one file.

CMA / Home Value

Valuation tools, comps, data
Right now Agent Optional only covers Massachusetts. We plan to expand to other states in the future. For out-of-state properties, ask your local agent for a CMA or check public records.

Agents Directory

Finding agents, Top Agents
The panel ranks listing agents by recent closed sales volume in your area (last 18 months), with a small bonus for sales within a mile of your address and a capped price-ratio tiebreaker. It shows up to 4 individual agents and up to 3 teams.

Transaction Dashboard

Transactions, documents, tracking
Open the transaction and use the buyers section ("+" / Manage Buyers). Enter their name and email — they'll get an invitation to join and see the same documents and timeline.

Report a Bug

Something broke, error messages
Hard-refresh (Ctrl+Shift+R / Cmd+Shift+R), clear your cache, or try another browser. If it persists, tell us the URL and what you were doing, and attach a screenshot using the form below.

Guidelines & How We Operate

Service area
Agent Optional serves Massachusetts. CMA data, agent rankings, and search results reflect MA MLS data.
Not legal or financial advice
Our tools help you prepare offers and estimates, but they don't replace your attorney, lender, or agent. Consult your own professionals for legal, financial, or tax decisions.
Data sources
Listings and sold data come from the MLS (MLS PIN). Private, off-MLS sales may not appear. Figures shown are informational, not appraisals.
Your data
We never sell personal information. Emails from the platform are sent from Agent Optional's own address, and you're always CC'd. See our Privacy Policy.
E-signatures
Formal documents (offers, addenda) are signed via DocuSign. You'll receive a link by email with clear instructions — see the animated guide above.
Response times
We reply within 1 business day, usually much faster. For urgent transaction issues, reply to your deal email thread so the context stays together.

Still stuck? Tell us what's happening

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