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Portal tools and functionality

Portal tools and functionality

The Bluestone Portal gives you the power to provide customers with instant, competitive finance quotes from the outset of your interactions.

If the customer wants to apply, you can submit an application for them, upload documentation, and track the application's progress through to payout and completion.

In some cases all this can happen in a matter of hours.

Here's how it works.

Innovative API technology

The Bluestone Portal features innovative APIs (automated processing interfaces) with several of Europe's leading funders including:

  • Siemens Financial Services
  • Investec Asset Finance
  • Quantum Funding
  • Novuna.

These APIs enable the portal to return instant quotes and, in many cases, automatic application approvals.

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.

Finance tailored to your customers

The Bluestone Portal allows for tailored solutions and offers flexibility to meet the unique needs of your clients, giving your team a powerful tool for delivering personalised financing options. Using the portal you can customise quotes based on:

  • Amount of finance required, target repayment, or total amount repayable.
  • Finance lease or Hire Purchase.
  • Monthly or quarterly repayments.
  • Spread over a 3, 4 or 5 year terms.

Auto-decisioning

Featuring innovative auto-decisioning through APIs with our lending panel, decisions are often received in a matter of minutes. In some cases, applications are approved instantly.

Stay in control

Manage your own dashboard

All customer applications and management information will be displayed in your online dashboard where you can track applications from submission to completion, request changes and contact your dedicated account manager for guidance or support.

You will have 24/7 access to key data on all your financed transactions, whether you need a top-line overview or detail on a particular transaction.

Free to use - no subscriptions

The Bluestone Portal is completely free to use, and there is no limit to the number of user accounts that you can create.


Ready to get started?

Sign up 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.

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