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The Portal Library

Need help with Portal?

We have a series of helpful PDF guides, FAQ's and video tutorials available to support you with understanding how to use every aspect of our online portal to make applications for you or your business.

If you're struggling to find what you're looking for, feel free to contact us directly by filling out a contact form or giving us a call on 0330 135 8660.

Can't find what you're looking for?

If you can't find what you're looking for or would prefer to talk we'd love to hear from you. Click here to send us and enquiry or call us on 0330 135 8660.

Portal Q&A

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 organisation?

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


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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