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Dedicated support and guidance from your account manager

Account Management

While the portal's automated technology is handling most of the work, it’s important to know that there's a team of friendly and knowledgeable humans right alongside you.

You will be assigned a dedicated account manager who will work with you to ensure you and your customers get the right finance solution as efficiently as possible.

This includes ongoing support and guidance throughout all your transactions, whether they are submitted through the portal or your account manager handles it from start to finish.

In addition, you'll also be supported by: 

  • An internal support team.
  • A credit team.
  • A senior management team of finance experts.
  • A marketing team to help you present finance options to your customers.
  • Ongoing technological developments to enhance efficiency.
"Yes, we’re a commercial finance brokerage, but, really, what we do is about people."

Ready to apply for finance?

Sign up to the Bluestone portal and get no-obligation finance quotes today.

Click here to get help with the Bluestone portal.

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Automated, but not artificial

Our team of experienced finance professionals are monitoring all applications made through the Bluestone Portal, and all opportunities are followed by an internal support team to ensure a swift process.

This also means that if we spot something in an application that could cause complications down the line, we can step in to ensure the transaction runs as efficiently as possible.

Plus, in addition to the library of user guides and ‘how to’ videos on our website, if you need support or guidance on any aspect of using the portal, your dedicated account manager and internal support team can be contacted directly via your dashboard.

Our account managers regularly visit their partners and/or meet with them virtually to provide training and guidance on best practice when offering finance to your customers.

This regular contact gives you plenty of opportunity to give us feedback on our partnership to make sure we're working together for maximum results.

Promoting your finance options to customers

Free, tailored marketing support

Bluestone can provide free marketing support to your business, helping you present finance as a payment option to your customers and communicate it in your own marketing. This support could include:

  • Creating co-branded brochures and flyers that you can send out over email, or leave with your customers.
  • Providing content for a landing page on your website and Bluestone-written guest features on the benefits and considerations of finance.
  • Writing content for your newsletters or email campaigns that you can send out to your customers.
  • Producing case studies to showcase real life examples of customers who have financed their projects.
  • Creating co-branded social media content to help you promote your finance options.
  • If required, your account manager can join you at events or customer meetings to support when you are presenting finance options to customers.


Ready to get started?

Sign up today to get quick finance quotes for your customers.

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Bluestone Portal

Frequently Asked Questions

I have forgotten my username and/or password, what do I do?

Your username will be the email address provided, usually a business email address. If you have forgotten your password, please follow the forgotten password link.

If you have any further problems, please contact Bluestone, or your dedicated Account manager.

BS.202311.01FAQ49

Why can’t I view other applications that my colleagues have submitted?

To be able to view your colleagues’ applications you will require specific permissions set by Bluestone. Please contact your dedicated account manager to enquire.

BS.202311.01FAQ88

If the equipment changes once the Finance documents have been issued, am I able to amend it?

Once finance documents have been raised and issued, you would be required to contact Bluestone’s dedicated support managers who can assist with any required amendments.

BS.202311.01FAQ50

Can I create different quote variations for my organisation?

Yes, you could create various quotes. Please see the dedicated help video and guides here.

BS.202311.01FAQ18

Our team are always here to help...

We know finance can be complex and often it's easier to talk things through. Drop us a message or give us a call 0330 135 8660 and we'll get back to you ASAP.

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