Instructions for Setting Up a New DMP

Starting a new debt management plan with MMI? Excellent! We're excited to work with you and help you become debt-free!

These instructions should help guide you through the process of creating an online account, digitally signing your documents, and setting up automated deposits. 

What instructions do you need?


Create an Online Account and Register Your New DMP

Follow these steps to create a MyMMI account and connect it to your new DMP. This will give you online access to your DMP and allow you to sign your debt management agreement.

Navigate to the Registration Page

You can reach the registration page directly by clicking this link: moneymanagement.org/dmp-activation

  • The page can also be reached manually by clicking "LOG IN" in the upper righthand corner of any page on MoneyManagement.org:

MMI instruction page screenshot - log in button in navigation

  • Once on the log in page, select "REGISTER A NEW DMP" to reach the registration page

MMI instruction page screenshot - register your dmp 

Step 1: Enter DMP Account Info

Provide the information requested in order for us to locate your new DMP in the system:

MMI instruction page screenshot - entering basic info

  • Enter First name
  • Enter Last name
  • Enter Email address
  • Enter Last four digits of SSN
  • Enter your MMI Client number
  • Check the Terms and Conditions box
  • Click PROCEED TO STEP 2

Step 2: Register Your Online Account

Fill out the fields in order to create your online account. Once your online account is registered and connected to your DMP, you'll be able to manage your DMP online any time you like. 

  • Begin by selecting a username and password:

MMI instruction page screenshot - username and password

  • Your username:
    • Cannot be an email address
    • Must have a minimum of 6 characters
    • Can only use letters and numbers (no special characters)
  • Your password:
    • Must be a minimum of 8 characters, including at least:
      1. 1 uppercase letter,
      2. 1 numerical value, and
      3. 1 of these special characters: !  @  #  $  %  ^  &  *  (  )  -  _
  • Next, you'll create three security question (in case you ever forget your password):

MMI instruction page screenshot - security questions

  • Provide answers for each security question (try not to select questions and answers that are easy for others to find out)
    • 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 Notice box
  • Click Click to Finish

MMI instruction page screenshot - complete registration

Success! You now have a MyMMI account and your DMP is registered. You're not done quite yet, however. If you haven't already, we need you to sign your debt management agreement.  


Reviewing & Signing your DMA

Before your DMP can begin, you need to review and sign your debt management agreement (DMA). Fortunately, now that you have a MyMMI account, you can easily read and sign your MMI documents online.

Step 1: Make Sure You're Logged In

Visit moneymanagement.org/login and use the username and password you created for yourself to log in to your MyMMI account. 

Not able to use the direct link? You can reach the log in page from anywhere on MoneyManagement.org by clicking the "LOG IN" link in the upper right corner:

MMI instruction page screenshot - log in button in navigation

  • If you have a co-client, they need to be present to sign at the same time as you.

Step 2: Locate and Open Your DMA

Once you're in your MyMMI account, you'll have access to your DMP documents.

  • Locate the blue and white Documents To Sign section

MMI instruction page screenshot - documents to sign

  • In this section you should see your Debt Management Agreement listed
  • At the far right of the row, click the orange link that says click here to review and sign
    • Your DMP agreement will appear in a new browser window

Step 3: Review and Sign Your DMA

  • Review the agreement thoroughly
    • Everything look good? Okay, let's sign your debt management agreement and get you started on your DMP!

MMI instruction page screenshot - document signature button

  • Yellow signature boxes will appear as you scroll through the document - clicking these boxes will serve as your digital signature
    • You can use the "Go to Next Signature" button at the top of the page to navigate directly to each signature line

MMI instruction page screenshot - click to sign your DMA

  • Be sure to click each yellow signature box
    • Special note: If there is a co-client on the DMP, once you complete the first set of online signatures, the document will loop back to the beginning so the co-client can also sign the DMP.
  • When all yellow signature boxes have been clicked, you’ll receive this onscreen confirmation: The web document has been signed. 

MMI instruction page screenshot  -web doc completed

  • You'll also be given the option to view and print your signed DMA
    • It's a good idea to keep a copy of your signed DMA for your records, but you'll also be able to access your signed documents through your MyMMI account any time you like.
  • You're done! Be sure to close only the browser window with your signed DMA. In many browsers you click an X in either the left or right corner of the window to close it.

Your debt management agreement is now signed! Once again, we're so glad to be able to help you improve your finances and your life.

While your DMA is signed, your debt management plan doesn't begin officially until you've made your first full month's deposit. With that in mind, let's finish the process and get you signed up for automated deposits.


Setting Up Automated Deposits

You aren't required to set up automated deposits as part of your debt management plan, but it's far and away the most popular choice for DMP clients. Automated deposits let you "set it and forget it", which helps to ensure that you don't miss any future creditor payments while on the DMP.

Log In and open the ACH Deposit Signup page

Visit moneymanagement.org/login and use the username and password you created for yourself to log in to your MyMMI account. 

Not able to use the direct link? You can reach the log in page from anywhere on MoneyManagement.org by clicking the "LOG IN" link in the upper right corner:

MMI instruction page screenshot - log in button in navigation

Open the DMP Deposit portion of the menu on the left side of the screen, then click "ACH Deposit Signup":

MMI instruction page screenshot - deposit menu

Step 1: Select the User and Account Type

MMI instruction page screenshot - providing ACH account info

  • Select an authorized user
  • Select an account name
  • Click PROCEED TO STEP 2

Step 2: Provide Authorization

MMI instruction page screenshot - provided ACH authorization

  • Review the authorization language
  • Click AGREE AND PROCEED TO STEP 3

Step 3: Enter Banking Info

instructions for MMI clients - entering your banking account info

  • Enter Bank Name
  • Enter Bank routing number
  • Re-enter Bank routing number
  • Enter Bank account number
  • Re-enter Bank account number
  • Click PROCEED TO STEP 4

Step 4: Sign Agreement

  • Click "Review and Sign Agreement"
    • Your agreement will open in a new browser

MMI instruction page screenshot - review and sign the agreement

  • Verify that the information is correct
    • You can use the "Go to Next Signature" button at the top of the page to jump down to the signature line.

MMI instruction page screenshot - signing the ACH form

  • Click the yellow signature box in order to sign the document

MMI instruction page screenshot - ACH form

  • After you've signed the document you’ll receive the following onscreen confirmation: The web document has been signed:

MMI instruction page screenshot  -web doc completed

  • You'll be given the option to view and print the signed agreement
    • It's a good idea to keep a copy of your signed documents for your records, but you'll also be able to access your signed documents through your MyMMI account any time you like.
    • Close the browser window containing your signed agreement once you're finished.
  • Click "Complete"
    • This will bring you back to your MyMMI dashboard.

MMI instruction page screenshot - sign up is complete

And you're done! You've successfully authorized automated deposits for your DMP. Once your full first month's deposit has been received, your DMP will be activated and you'll be on your way to becoming debt-free! Good luck!

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