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The Portal Library

Need help with Portal?

Whilst the Bluestone Portal’s automated technology is handling most of the work, it’s important to know that there’s a team of friendly and knowledgeable account managers alongside you.  

We have several PDF guides and video tutorials available to help you understand how to use every aspect of our online portal, enabling you to submit applications for your own business, or your customer’s, as quickly and efficiently as possible.  

The support you can expect from us..

- A team of dedicated account managers  
- Portal FAQ’s, guidance documents and helpful video tutorials.
- Portal training for your team.
- An in-house credit team.

Our team of experienced finance professionals are monitoring all applications made through the Bluestone Portal, and all opportunities are followed by an internal support team to ensure a swift process. This also means that if we spot something in an application that could cause complications down the line, we can step in to ensure the transaction runs as efficiently as possible.

If you need support or guidance on any aspect of using the portal, your dedicated account manager and internal support team can be contacted directly via your dashboard. Alternatively, 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.

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 organisation?

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

BS.202311.01FAQ18

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.

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.

Is there a cost associated with being a Bluestone Partner?

No, there's no cost to you at all - just several benefits, including sales team training, marketing resources and our Bluestone Rewards card.

At what stage will the business making an application be subject to a credit check?

Once you’ve reached the ‘Submit Application’ stage on the portal, if you do decide to proceed with an application with us, we will use your information to obtain credit and identity checks on you with one or more credit reference agencies ("CRAs").

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 quickly will I receive a quote?

In most cases, decisions will be made and quotes will appear within your Portal Dashboard within minutes.

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 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

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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