Bluestone Portal: Customer Finance Toolkit

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Bluestone Partner Portal: Your Customer Finance Toolkit

What is the Bluestone Portal?

Our Bluestone Portal isn’t just for making finance applications online for your own business - it can help you to shorten your sales process by offering your customers quick, simple, cost-effective access to finance, enabling them to spread the cost of their purchase(s) over time and at a fixed cost.

By using the Bluestone Portal for your customers, you can expect: 

  • As much as 30% increased customer spending power.
  • Boosted customer satisfaction levels.
  • A sales team that can maximise its potential.

Sign up for the portal

Sign up for the Portal, and begin generating fast, no-obligation finance quotes for your customers.

Enquire about the portal

If you would like to speak to someone about the portal, contact us here, or fill out our portal enquiry form.

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.

Using the Bluestone Portal

Use the Bluestone Portal, and give your sales team the power to…

  • Supercharge their sales process - with competitive financing quotes, quick decisions and same-day payouts.
  • Help customers spread the cost quickly and easily, by generating self-service quotes on their behalf - no phone calls or emails required.
  • Empower customers to get quotes and apply for finance to spread the cost themselves, without direct intervention from your team.
  • Do it all in one place - from submitting applications, to uploading and signing documents, and to receiving payouts.
  • Track the progress of every sale - by seeing all in-progress, completed and historic customer finance transactions in one place.

Simply create an account on the Bluestone Portal by clicking here

Streamlined and efficient

Dedicated account management makes the process even easier.. 

The Bluestone Portal is unique in that it empowers you and your sales team to take action on customer financing, without emails, phone calls or meetings to a broker or finance provider.

But when you do need extra support, your team will always have access in business hours to your dedicated Bluestone account manager - they’ll even visit your office in person if required.

They’ll become your right-hand person for sales finance:

  • Access to your Portal account means they can help amend or expedite customer finance applications where required
  • A breadth of expertise means they know that finance is a tool to drive sales first and foremost - and they will advise your team accordingly
  • Ready to support on all aspects of the sales process - from joining client meetings to securing the signing of documents

Plus, your account manager can provide an optional training session to your team, too - delivering them a commercial, sales-focused grounding in why finance can be a great option for customers, and giving them the confidence to begin offering it proactively.


Ready to get started?

Register today to get quick finance quotes for your customers.

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.

Easy management and administration

Automated, but not artificial

No more searching through endless emails or drowning in paperwork - the Bluestone Portal acts as your online hub. 

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

You or your customers can also upload and sign documents electronically making the process simpler and more secure.

Greater control and visibility

The Bluestone Portal delivers an automated, streamlined experience, but we’re not a team of robots. Our experienced and friendly team monitors every application made through the Portal and are ready to help should you need them.  

If you do have a question or would like to discuss your finance requirements before applying, our expert and friendly team is here to help. You will be assigned a dedicated account manager who can explain your options, the process and provide guidance and support when you need it. 

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.

BS.202311.01FAQ49

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

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

Can I proceed to quote without my customer'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.

BS.202311.01FAQ19

Can I create different quote variations for my customers?

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

BS.202311.01FAQ17

Can I provide my customer 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.

BS.202311.01FAQ20

Is there a cost associated with the portal?

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

Do you offer sales team training?

Yes, one of our dedicated account managers can arrange a training session for your sales team on the portal, taking them through all elements of the functionality, as well as setting up an account, what to do if they encounter any problems, and how the portal works.

Who do I need to speak to about offering finance to my customers?

You can get in touch with us by finding your dedicated account manager on our website, submitting an enquiry form or emailing us on hello@bluestone.app.

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.

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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