Two starting points we give away in full: an MCOB mortgage advice scorecard and a protection insurance consent-gate checklist. Every criterion is on the page below, no email required to read it. The ready-to-import CSV version of each — the exact file format CallGuard scores against — is a short form away.
Neither template is FCA-endorsed or a substitute for your own compliance judgement. They exist so a firm building its first AI-scored call QA programme is editing a scorecard on day one rather than staring at a blank spreadsheet.
34 criteria across seven sections — disclosure, fact find, suitability, costs, affordability, related needs and close — each weighted and given a severity, with two items consent-gated.
The ten items a protection sales call needs on record: four agreements the customer gives, scored as consent gates, and six answers only the customer can give, scored on the customer's own answer. Each is explained against the non-disclosure risk it guards.
Every criterion on both templates is published in full below their respective pages — nothing is hidden behind the form. What is gated is the CSV file itself: the same row-per-criterion format CallGuard's own scoring engine reads, ready to drop into a new scorecard instead of re-typing 34 rows by hand. Ask for it and a real person on our team emails it across.
