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Bluestone portal toolkit

Your Bluestone portal toolkit

If you are a manufacturer, distributor or reseller and you are serious about maximising your true sales potential by offering your clients an alternative to cash, then the Bluestone portal is for you.

Offering your customers finance as a payment option can increase their spending power with you by as much as 30% and the financial flexibility it provides can boost customer satisfaction levels.

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.

Click here to sign up to the Bluestone portal and get quick finance quotes for your customers.

Get a quick finance quote

Click here to get an instant finance quote for your customer.

Marketing support

We can provide you with marketing collateral to maximise the uptake from your customers.

Track customer applications

From your portal dashboard you can track the progress of all your customer finance applications through to completion.

Not sure where to start? 
Click here for our Portal Help page.

Step 1

Quick finance quotes

Using the Bluestone portal you can get instant quotes and apply for finance for your customers (or your organisation) wherever you are, whenever you need to.

When you sign up to the Bluestone portal you will be able to request quick quotes for your customers straight away and in many cases you'll receive your quotes instantly.

These indicative quotes will enable you to give your customers a finance option from the outset of your conversation with them which can be a game changer in terms of overcoming budget restrictions.

Step 2

Apply for finance

If your customer wants to go ahead with the finance, you can then submit the application via the portal, including completing the necessary documentation and supporting information.

Your account manager will be on hand throughout to explain the process or provide support where needed and you can contact them directly through the dashboard.

Step 3

Track your applications

All the customer finance applications you submit will be displayed in your dashboard where you can click into the detail of each and make changes if needed.

The Bluestone portal's progress wheel gives you complete visibility and greater control of your finance applications from submission to review and completion.

Ready to get started?

Register today to get quick finance quotes for your customers.

Your website and social media

Digital marketing support

First impressions count and, as the shop window for your business, it’s important to make sure that your website lets potential customers know that you offer a finance option.

Bluestone can provide you with accurate and powerful content to immediately inject a finance section into your existing site. The content can be tailored to your sector, your business and your strategic priorities, highlighting the potential benefits of finance as well as things they need to consider before committing.

A link back to the Bluestone website from yours adds significant credibility to your offering and reinforces the fact that your customers can trust in our 25 years of experience, independence, industry expertise and award-winning service.

Social media marketing

It's vital to communicate with your customers where they spend most of their time, and today that often means getting involved in social media. We've invested in vast library of content for a range of social media platforms including LinkedIn, Facebook, Instagram, and Twitter.

From short, snappy posts and eye-catching imagery to videos and podcasts, we can create co-branded collateral that explains finance simply and accurately in a tone of voice that suits your organisation.

Educational collateral

Helpful resources

Providing your clients with the option to finance is more than just offering them a price. Although the ability to spread the cost is extremely powerful, you may need to give your customer more information about the process and so they can be sure they are making the right choice.

At Bluestone we provide a comprehensive suite of educational collateral - including benefits, considerations, comparisons and finance illustrations - to help you present finance - to your customers accurately and effectively. These resources include: 

Much of our resource library is available in electronic format for easy integration into emailed documents or can be provided in printable formats.

The personal approach to finance

Trade shows and events

Sometimes you can't beat the personal approach which is why we are always ready to get out of the office to help where we can.

If you have industry trade shows or your own events that you would like us to get involved in, your account manager will be more than happy to come along and meet with your customers.

Having a member of our expert team on hand to explain finance options, illustrate the potential tax benefits and answer questions can be invaluable.

We can also create co-branded marketing that can be given to customers during events so your message stays with them.

Similarly, we can provide guest speakers or panellists for seminars or other events you may be hosting.

Your Bluestone team

Committed to your success

You will be assigned your own account management team made up of internal administrative support and a dedicated account manager. Your account manager can provide you with a complete service including the following:

Sales team training

Commercial and sales focused throughout, this practical session ensures that all of your team are given a great grounding in why finance can be a great option and the confidence to offer it to their customers.

Onsite presence

If appropriate your account manager can visit your site(s) regularly and work with your sales team to help them promote leasing and generate more revenue for you.

Proactive management

Your account manager can help you to drive not just finance uptake but sales in general, forging relationships with your team and developing opportunities.

Bid support

From client meetings through to signing up of documentation, your account manager will handle every aspect of the transaction ensuring everything runs smoothly and at an appropriate pace.

More support for your organisation

Application support

A finance agreement is a legal contract and requires both attention to detail and a thorough process to ensure accuracy.

Our internal team provide you with an administrative support to ensure the detail of the application is correct and it has been proposed to funders in the right way.

Debtor support

Although traditionally presented as an option to a customer at the quotation stage, we also help you convert customers who are late or struggling to pay their by switching them across to a finance agreement. Subject to their credit, this can be a useful way to collect cash and avoid problem debtors or even bad debt.

Pipeline review

It can be difficult to identify which prospects are likely to be interested in using finance. In some cases this means that customers, who would genuinely benefit from using finance, don’t get offered it. These are lost opportunities but something that can be easily avoided with our help.

Our experienced team review your pipeline of sales opportunities and categorise each one into a simple, colour-coded format.

Having this information before you enter into a detailed discussion around payment is extremely useful and also really helps ‘train’ sales people to think more broadly about where finance opportunities may lie.

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.


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 manage to enquire.


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.


Can I proceed to quote without my client’s full details?

If you do not hold the required customer details, you can proceed. However due to this we would have to treat the application as a regulated customer, which will require your account manager to review, quote and proceed.


Can I create different quote variations for my client?

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


Can I provide my client with access to the Portal, to keep track of the progress of their application?

Yes, we can provide them with access to the Portal. Once an application is approved and documents issued, they will have access where finance documents can be issued.


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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