--- title: Must Complete Step 1 - HubSpot Setup for Sales description: "Your quick reference to Day One in HubSpot.  Setting up your account and the important items to configure including:\nEmail Signatures\nNotification Types and methods\nResetting your password\nSetting up your timezone and profile\n\nThis is an important first step to get the most out of HubSpot." image: https://cdn.vidyard.com/thumbnails/PjK3tVVq6m89YNPp-XjqTg/553fd6937e9dad15335502_play_button_small.jpg --- [![LoanStream Mortgage, Wholesale Lending Division](https://team.loanstreamwholesale.com/hs-fs/hubfs/LS%20Photos/Staff/Logo-New.png?width=162&height=61&name=Logo-New.png "LoanStream Mortgage, Wholesale Lending Division")](http://www.loanstreamwholesale.com) - [Get Approved](https://loanstreamwholesale.com/get-approved/) - Resources - [Webinar Resources](https://loanstreamwholesale.com/webinars/) - [Marketing Resources](https://loanstreamwholesale.com/marketing) - [Submit in the Lounge](https://www.LsmLounge.com) # Marketing Knowledgebase for LoanStream ## [Must Complete Step 1 - HubSpot Setup for Sales](https://team.loanstreamwholesale.com/blog/setup) January 23, 2020 1:28:39 PM PST by [Tom Shaw](https://team.loanstreamwholesale.com/blog/author/tom-shaw)   [![Check out this Video](https://cdn.vidyard.com/thumbnails/PjK3tVVq6m89YNPp-XjqTg/553fd6937e9dad15335502_play_button_small.jpg)](https://share.vidyard.com/watch/TfL2ypJKe4PfSN8mN2h6bE?)   Check out this video: [https://share.vidyard.com/watch/TfL2ypJKe4PfSN8mN2h6bE?](https://share.vidyard.com/watch/TfL2ypJKe4PfSN8mN2h6bE?)   Your quick reference to Day One in HubSpot.  Setting up your account and the important items to configure including: - Email Signatures - Notification Types and methods - Resetting your password - Setting up your timezone and profile This is an important first step to get the most out of HubSpot. Tags: [Setup](https://team.loanstreamwholesale.com/blog/topic/setup), [Account Executive](https://team.loanstreamwholesale.com/blog/topic/account-executive), [Sales](https://team.loanstreamwholesale.com/blog/topic/sales) ![Tom Shaw](https://app.hubspot.com/settings/avatar/ca4df1f9b74f753fb305e3ed84420d6d) #### Written by [Tom Shaw](https://team.loanstreamwholesale.com/blog/author/tom-shaw) Chief Marketing Officer at LoanStream Mortgage ### Be the first to know about new content - [Recent](https://team.loanstreamwholesale.com/blog/setup#tab-1) - [Popular](https://team.loanstreamwholesale.com/blog/setup#tab-2) - [Categories](https://team.loanstreamwholesale.com/blog/setup#tab-3) ### Lists by Topic - [Sales (6)](https://team.loanstreamwholesale.com/blog/tag/sales) - [Account Executive (5)](https://team.loanstreamwholesale.com/blog/tag/account-executive) - [Email (3)](https://team.loanstreamwholesale.com/blog/tag/email) - [Company (2)](https://team.loanstreamwholesale.com/blog/tag/company) - [Contacts (2)](https://team.loanstreamwholesale.com/blog/tag/contacts) - [Setup (2)](https://team.loanstreamwholesale.com/blog/tag/setup) - [Tracking (2)](https://team.loanstreamwholesale.com/blog/tag/tracking) - [Broker Protection (1)](https://team.loanstreamwholesale.com/blog/tag/broker-protection) - [Introduction to HubSpot (1)](https://team.loanstreamwholesale.com/blog/tag/introduction-to-hubspot) - [Search (1)](https://team.loanstreamwholesale.com/blog/tag/search) ### Posts by Topic - [Sales (6)](https://team.loanstreamwholesale.com/blog/tag/sales) - [Account Executive (5)](https://team.loanstreamwholesale.com/blog/tag/account-executive) - [Email (3)](https://team.loanstreamwholesale.com/blog/tag/email) - [Company (2)](https://team.loanstreamwholesale.com/blog/tag/company) - [Contacts (2)](https://team.loanstreamwholesale.com/blog/tag/contacts) - [Setup (2)](https://team.loanstreamwholesale.com/blog/tag/setup) - [Tracking (2)](https://team.loanstreamwholesale.com/blog/tag/tracking) - [Broker Protection (1)](https://team.loanstreamwholesale.com/blog/tag/broker-protection) - [Introduction to HubSpot (1)](https://team.loanstreamwholesale.com/blog/tag/introduction-to-hubspot) - [Search (1)](https://team.loanstreamwholesale.com/blog/tag/search) See all ### Recent Posts ### About Us LoanStream Wholesale is a registered DBA of OCMBC, Inc. NMLS ID #2125. [Click here for complete licensing information | ](http://ocmbc.com/licensing/)[NMLS Consumer Access](http://nmlsconsumeraccess.org/). Programs and rates are subject to change without notice. Turn time estimates are not warranted or guaranteed. Intended for use by real estate and lending professionals only and not for distribution to consumers. ### Our Sites - [LoanStream Wholesale](https://www.loanstreamwholesale.com) - [LoanStream Retail](https://www.lshomeloans.com) - [LoanStream Commercial](https://www.loanstreamcommercial.com) ### Contact Us 800.760.1833 19000 MacArthur Blvd, Suite 200 Irvine, CA 92612 Copyright 2026 LoanStream Mortgage