Got a question?
We're here to help!

The Bluestone Portal

The Portal Process

The Bluestone Portal ensures that whether you are looking for an instant (no-obligation) quote or you want to submit a finance application, the process is simple and quick.

And, if you do have a question or need some support, your dedicated account manager is ready to help.

Here's how it works...

Using the Bluestone Portal: step-by-step

1.      Create an account/sign in to your Bluestone Portal dashboard.
2.     Generate an instant finance quote for your customer in just a few clicks.  
3.     If the customer is happy to move forward, submit the application.
4.     Receive a speedy - often instant - decision thanks to funder APIs.
5.     Upload and sign the necessary documentation - this can all be done online.
6.     The process is complete - the funder will authorise full pay-out to your business, sometimes in under an hour.

All the help you need with our Portal guides & videos...

Click here to set up your account on the Bluestone Portal.

Prefer to speak to someone? Contact our team.

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

Finance at your fingertips

Maximise transaction value

With competitive finance quotes at your fingertips from the earliest stage of customer contact, it is easier to overcome cost objections or budget restrictions and can even increase their spend with you by as much as 30% on average.

Boost team productivity

With instant auto-decisioning capabilities and seamless lender integration, your sales personnel can focus on closing deals rather than navigating complex financing procedures, leading to increased productivity and more completed transactions.

Simple, speedy application process

If a customer wants to go ahead, you can submit applications in just a few clicks, including completing and signing the necessary documentation online. Suppliers can upload invoices and documentation via the portal to ensure swift completion of finance agreements and speedy payments of invoices.

Testimonial

What our partners say...

“We work with a lot of big brands so having a quick way of providing them with quotes and getting their applications through quickly has been great for us, and our customers. The service from Bluestone goes beyond the portal – if there’s ever an issue, there’s someone on hand straight away to help resolve it and continue the process at pace.
"Over 15 of our sales team are registered and using the portal and we already have three live projects. If you haven’t used it for your business yet, we highly recommend it.”

Danny Davis, Brentwood Communications Ltd


Ready to get started?

Sign up to the portal to get a quote or apply for customer 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.

Get in touch
Explore how fast, affordable finance can help your organisation grow.
Finance for your organisation
Maximise your sales potential by offering your customers an alternative to paying with cash.
Finance for your customers
Top ↑

Got a question?

Our team are here for you, let us show you what we can do!

Thank you! Your submission has been received!
A member of our team will contact you asap!
Oops! Something went wrong while submitting the form.

By filling out this form, you agree to the terms laid out in our privacy policy

Close