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Offer Wizard
6 Animated guideOffer Wizard · DocuSign
Sign an offer using DocuSign (no co-buyer)
1Finish the Offer Wizard and open the Review screen.
Animated guideOffer Wizard · Google
Sign an offer using Google eSignatures
1Finish the Offer Wizard and open the Review screen.
Animated guideOffer Wizard · Google
Sign an offer using Google eSignatures with a co-buyer
1Add your co-buyer's name and email in the wizard.
Animated guideOffer Wizard · DocuSign
Sign an offer using DocuSign with a co-buyer
1Add your co-buyer's name and email in the wizard.
Animated guideOffer Wizard
Downloading your Offer PDF
1Finish filling out the Offer Wizard.
Animated guideOffer Wizard · Basics
How to fill out an offer using the Offer Wizard
1Open the Offer Wizard from the toolkit.
CMA
4 Animated guideCMA Toolkit · Single-Family
Run a CMA for a single-family home
1Open the CMA tool from the toolkit.
Animated guideCMA Toolkit · Condo
Run a CMA for a condo
1Open the CMA tool from the toolkit.
Animated guideCMA Toolkit · Multi-Family
Run a CMA on a multi-family
1Open the CMA tool from the toolkit.
Animated guideCMA Toolkit · Thin Market
Run a CMA when there are few sales nearby
1Enter the address — a quiet area is fine.
Loans
3 Animated guideLoans · Education
How to compare loan estimates
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
1Open the mortgage calculator on any listing to see monthly payments.
Animated guideProfile · Buying Power
Upload preapproval to your profile
1Open your Profile from the menu.
Agents
1 Animated guideAgents Directory
Finding the best listing agent
1Open the Agents page.
Searching
8 Animated guideMA Listings · Buy Search
Create a saved search
1Open the MA Listings page and run your search.
Animated guideMA Listings · Map Overlays
Use the flood map filter
1Open the MA Listings map and zoom into an area.
Animated guideMA Listings · Map Overlays
Use the school filter
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the trails filter
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the boat access filter
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the satellite filter
1Open the MA Listings map.
Animated guideMA Listings · Map Overlays
Use the commuter rail filter
1Open the MA Listings map.
Animated guideMA Listings · Town Info
Access the town hall card
1Search a town on the MA Listings page.
Miscellaneous
1 Animated guideProfile · Account
Add a co-buyer to your account
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 issuesClick "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 offersIn 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, dataRight 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 AgentsThe 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, trackingOpen 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 messagesHard-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
The more detail, the faster we can help. Screenshots are gold.
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