NorthStar Lending  Presents
IMPACT Summit 2027

Education & Networking Summit

Summit Date Late February 2027
Qualification Period Jan 1 – Dec 31, 2026
Destination To Be Announced
See How to Qualify

This Is Not a
Bonus. Or a Vacation.

IMPACT is NorthStar's annual Education & Networking Summit — a multi-day immersion experience built to strengthen the culture, community, and education that hold our organization together.

"IMPACT is an investment in the people whose production and leadership make NorthStar stronger."

When you or your manager covers the cost of your attendance, it's because you've demonstrated sustained performance that justifies that investment. Every qualification threshold is objective, measurable, and published in advance — so you know where you stand all year long.

NorthStar IMPACT Summit — Cabo San Lucas
IMPACT 2026  ·  Cabo San Lucas

How Qualifying Volume
Is Calculated

Your qualifying volume is based on funded production during the 2026 calendar year. Not all production counts the same way — the formula rewards advisors who grow their own book of business.

Qualifying Volume =
Self-Sourced Volume  +  (Builder Volume × 50%)
Self-sourced deals count dollar-for-dollar. Builder / strategic partner deals count at 50 cents on the dollar.
A $400,000 builder loan adds $200,000 to your qualifying volume.
Apex
Advisor A
Self-Sourced$15M
Builder Volume
Qualifying Vol $15M
Apex
Advisor B
Self-Sourced$12M
Builder Volume$16M
Qualifying Vol $20M
Apex
Advisor C
Self-Sourced$4M
Builder Volume$30M
Qualifying Vol $19M
Apex
Advisor D
Self-Sourced$20M
Builder Volume
Qualifying Vol $20M

Your Tier Determines
Your Experience

How many nights, which room category, and what's covered — all determined by your qualifying volume. Every threshold is objective and published in advance.

5
Horizon & Elite Advisor
6 Nights / Honeymoon Suite
Full trip covered: room, all-inclusive (or F&B allowance), flights, transfers
+ Team Member Nomination Slot
$40M+ qualifying vol
4
Apex
5 Nights / Partial Ocean View
Full trip covered: room, all-inclusive (or F&B allowance), flights, transfers
$18M+ qualifying vol
2
Launchpad / Foundation
3 Nights / Resort View
Full trip covered: room, all-inclusive (or F&B allowance), flights, transfers
$10M+ qualifying vol
1
Self-Pay
3 Nights / Resort View
No minimum required — attend at your own expense
No Min self-funded

2026 Leaderboard

Updated: —
# Advisor Tier Pace Qualifying Volume
⬆ This leaderboard reflects January 2026 YTD funded volume and is maintained monthly by the NorthStar Marketing Team in sync with the Navigator Newsletter. As the year progresses, qualifying volume will reflect the full formula: Self-Sourced (100%) + Builder (50%). Volume shown is total funded production — self-sourced/builder split will be applied as data becomes available.

ELEVATE
Coaching Platform

NorthStar is building ELEVATE — a coaching and development platform designed to help you systematize your business, grow your production, and build a career that compounds.


Advisors who engage with ELEVATE will have a structured path to growing the kind of self-sourced production that earns an IMPACT seat. Want to qualify for Tier 4 or Tier 5? The fastest way to get there is to grow your independent book — and ELEVATE will give you the playbook to do exactly that.


Launch Announcement Coming Soon

Key Dates

Qualification Opens
January 1, 2026
Funded volume tracking begins. Every dollar counts from day one.
Qualification Closes
December 31, 2026
Final day of the 2026 production calendar year.
IMPACT 2027 Summit
Late February 2027  ·  Destination TBA
Multi-day immersion experience. Destination to be announced. Watch the Navigator for updates.