Creating Your Login Information

Go to https://www.moneymanagement.org/dmp-activation.

  1. Step 1 is for Basic Information to link your DMP to your online account
    • Enter First name
    • Enter Last name
    • Enter Email address
    • Enter Last four digits of SSN
    • Enter Client number
    • Check the Terms and Conditions box
    • Click PROCEED TO STEP 2
  2. You’re now on Step 2 and will create your username, password, and security questions
    • Enter a Username
      1. Cannot be an email address
      2. Minimum of 6 characters
      3. Use letters and numbers only
    • Enter a Password
      1. Must be minimum of 8 characters, that include at least:
        1. 1 uppercase letter, and
        2. 1 numerical value, and
        3. 1 of these special characters: !  @  #  $  %  ^  &  *  (  )  -  _
    • Setup three security questions
      1. Be sure to use the tab key or mouse cursor (not the enter key) to move from security question to security question
    • Check the Privacy box
    • Click Click to Finish

Reviewing & Signing your DMP

  1. Be sure to be logged into your MMI Account
    • If you have a co-client, it's required for them to sign at the same time with you.
  2. Locate the blue and white Documents To Sign section
  3. In this section you’ll see the Debt Management Agreement listed.
  4. At the far right of the Debt Management Agreement row, click the orange link named Click here to sign
  5. Your DMP agreement will appear in a new browser window.
  6. Yellow signature boxes will appear as you review and scroll through the document.
  7. Be sure to click each yellow signature box.
    • Special note: If there is a co-client on the DMP, once you complete clicking your online signatures, the document will loop back to the beginning so the co-client can also sign the DMP.
  8. When all yellow signature boxes have been clicked, you’ll receive an onscreen confirmation The web document has been signed.  Thank you.
  9. An option will also appear for you to view and print your signed document.
  10. Be sure to close only the DMP browser window.  In many browsers you click an X in either the left or right corner of the browser window to close it.

Setting Up Your ACH Deposit

  1. Be sure to be logged into your MMI account
  2. Click on the down arrow to the right of DMP Deposit on the left side of the screen
  3. Click ACH Deposit Signup
  4. You’re now ready to setup ACH with just 4 easy steps.
    1. Step 1 Basic Info
      1. Select an authorized user
      2. Select an account name
      3. Click PROCEED TO STEP 2
    2. Step 2 Authorization
      1. Review the authorization
      2. Click AGREE AND PROCEED TO STEP 3
    3. Step 3 Banking Info
      1. Bank Name
      2. Bank routing number
      3. Re-enter bank routing number
      4. Bank account number
      5. Re-enter bank account number
      6. Click PROCEED TO STEP 4
    4. Step 4
      1. Click on Review and Sign Agreement
      2. You’ll receive an onscreen confirmation The web document has been signed.  Thank you.
      3. An option will also appear for you to view and print your signed The web document has been signed. Thank you for completing the signing process. Please click the below button to view your final signed document for printing. Please close the window after viewing/printing the final signed document.
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