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Portal Toolkit

What is the Bluestone Portal?

Worried about the time and hassle involved in applying for finance? 

Well, thanks to the Bluestone portal, securing the finance that you need to move forward does not need to be a complex or lengthy process. Using the Bluestone portal you can apply for finance - for your organisation or for your customers - and check the progress of your applications wherever you are, whenever you need to.

Whether you are looking for an instant (no-obligation) quote or you want to submit a finance application, our innovative online system makes the task simple and quick.

Your dashboard

No more searching through endless emails or drowning in paperwork - the Bluestone portal acts as your online hub for your finance applications.

From a high-level summary of all your current and past finance applications to the ability to drill down into the detail of individual finance agreements and make changes where needed, you have full visibility and greater control.

You can also upload and sign documents electronically via the portal making the process simpler and more secure.

Of course, if you do have a question, your dedicated account manager is just a click away.

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.

The Toolkit portal dashboard quotes section - A screenshot displaying the quotes section of the portal's dashboard.

Instant quotes,
quick decisions

When making important cashflow decisions or investing in growth for your organisation you don't have time to waste, and we don't think you should have to.

The Bluestone portal can return instant quotes and in some cases finance applications will be automatically approved. Plus, you can track the progress of your applications from start to finish as the progress wheel moves through the stages of your application. 

1.      Receiving instant finance quotes
2.     Submitting finance application to funder
3.     Underwriting process
4.     Decision confirmed
5.     Uploading and signing documents
6.     Completion (pay-out authorised).
Let's get started

Using the Bluestone portal

Our Bluestone portal help page has answers to some of our most frequently asked questions.

Note: For many of our clients the finance application process can be completed entirely online via the Bluestone portal, but there may be cases where we require further information from you to move forward with your application, e.g., because of the type of finance product you have applied for.
In that instance your dedicated account manager will be in touch directly to explain the process and ensure your application proceeds as quickly as possible.


Ready to apply for finance?

Sign upto get a quote or apply for finance today.

The Toolkit presentation review - Two men focused in the examination of a presentation of the Toolkit platform.
Bluestone Portal

Frequently Asked Questions

How does the Bluestone Portal work?

We’ve partnered with leading UK lenders to offer finance via the Portal, meaning we’re connected directly with them to give the fastest quotes and payouts. The secret sauce? Our proprietary API technology matches your application with the lender that’s most suitable for your needs

Who are the lenders that the Portal gives access to?

We’ve partnered with a range of top UK lenders to offer finance via the Portal - our longstanding relationships with them means quotes and payouts are fast, and rates are industry-leading.

How quickly will I receive a quote?

In most cases, decisions will be made and quotes will appear within your Portal Dashboard within minutes.

What if I make a mistake during my application?

You can amend an in-progress application via the Portal - or give our friendly team a call. They’re always available during business hours, and will be able to access your Portal account to see, amend or cancel your in-progress application.

How do I change my account preferences, so I don’t have to update them every time?

You can update all your account preferences in the My Preferences, Company Defaults, and Company Preferences sections once you're logged into the portal. You'll find these by clicking on the arrow next to your picture in the top-right hand side of the portal.

What if the portal isn’t working, who do I contact?

If you're having trouble with the portal, send us an email at portal@bluestone.app, or contact your dedicated account manager who will be able to look into the issue asap.

Is there a cost associated with the portal?

No, using the Bluestone is completely free, no strings attached!

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

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

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

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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