How do I prepare a suitability report using ATEB?

You are able to record correspondence from within the Advice area of your Fact find. This will allow you to accurately track the enquiry / advice given through to completion. From the Fact find, locate your client using the Find record option at the top right of your screen.

Click on the Analysis > Advice option on the left hand side.

You will now be presented with a list of your advice records. Select the piece of advice for which the suitability letter relates.  Click on the Tasks tab and then the Suitability letter tab.  You can now click on the blue link to Open ATEB Suitability Letter Writer.