axleo

Compliance cases

Compliance

Every sales call checked, and a manager shown the exact moment a step looks missed, while it’s still small.

The moment

Finance came up on the call. Was the disclosure given first?

That is the one thing a manager most wants to know about a sales call, and nobody can check it without listening back to every one.

One call

58 seconds in, a number is said out loud.

  1. 0:58

    Tom quotes finance.

    “On finance you’d be looking at about five-fifty a month over four years.”

  2. Before that

    No disclosure was given.

    The initial disclosure is meant to come first.

  3. When the call ends

    Leo flags it.

    A compliance case, marked critical, with the exact moment.

  4. After that

    A manager listens.

    They hear it for themselves, and decide.

An example, not a real customer.

How a flag works

Leo finds it. You listen. You decide.

  • 01

    The call ends

    Leo listens to every sales call.

  • 02

    A step looks missed

    Leo flags the call and shows you the exact moment.

  • 03

    You listen and decide

    You hear the moment for yourself. If a document still needs to go out, it becomes a compliance case marked critical.

What axleo checks

Two checks, only when they apply.

  • How customer data and consent were handled

    Whether personal details and consent were dealt with properly. It runs when the call gives a real chance to, for example when a customer’s details are taken.

  • The initial disclosure (IDD)

    Whether the customer was given the disclosure before finance, insurance or another regulated product was discussed. It runs only when one of those comes up, on sales calls.

Across the team

See where the gaps are,not just single calls.

The compliance report shows the checks across your sales team, person by person and week by week. Compliance is also one of the skills on every sales scorecard, so it shows up in coaching too.

  • Pass rate for data and consent, and for the initial disclosure
  • Open compliance cases, by check
  • Managers see the open compliance cases in Radar, most urgent first

The rules behind it

Read up on the rules.

Compliance

Consumer Duty in the Car Dealership: What Your Sales Floor Must Get Right in 2026

What the FCA’s Consumer Duty means for a dealership sales floor in 2026: the outcomes it expects, where sales calls go wrong, and what to check first.

Compliance

What Are the UK Call Recording Laws for Car Dealerships in 2026?

The rules behind recording dealership calls in 2026: the Telecoms (LBP) Regulations, UK GDPR, Consumer Duty and PS26/3, in plain English.

Compliance

What FCA PS26/3 means for your dealership's sales calls

Most dealer principals are reading PS26/3 as a problem for lenders. They should be reading it as a mirror held up to their own sales floor.

The full picture: FCA and GDPR on your calls and FCA compliance software for car dealerships.

Sources: FCA, Consumer Duty · FCA, PS26/3 motor finance redress scheme · ICO, UK GDPR guidance

axleo helps a manager see what happened on a call. It isn’t legal advice, and it doesn’t make a dealership compliant on its own. Your compliance team decides what your process must include.

How these pages fit together

Every call becomes cases: jobs for your team, and a summary for managers.

A call endsSales or service, on any phone system
Leo reads itand turns what it finds into cases

FAQ

Questions about compliance

More of axleo

Fix small mistakes before they get expensive

Book a demo and see what the compliance checks flag on one of your own calls.

Request a Demo